Asset Management

Why Is Citi Selling Its Polish Consumer Bank to VeloBank?
Banking Why Is Citi Selling Its Polish Consumer Bank to VeloBank?

Priya Jaiswal is a leading expert in banking and finance, known for her insightful analysis of market trends and portfolio management. With a keen understanding of international business dynamics, she offers a unique perspective on the strategic decisions made by global financial institutions. In

Who Are the Top Wealth Managers of 2025?
Capital, Risk & Assets Who Are the Top Wealth Managers of 2025?

The landscape of wealth management has become increasingly competitive as firms strive to offer the best financial advisory services to an ever-demanding clientele. The Kiplinger Readers’ Choice Awards showcase the crème de la crème of wealth management services, providing an in-depth view of which

Ltafs vs. Investment Trusts: Which Is Better for Retail Investors?
Capital, Risk & Assets Ltafs vs. Investment Trusts: Which Is Better for Retail Investors?

In recent years, the landscape of investment vehicles available to retail investors has evolved, drawing attention to both long-term asset funds (LTAFs) and investment trusts. While LTAFs, officially launched in 2021, have gained traction, investment trusts remain a vital option, dating back

Private Banks Must Evolve or Lose UHNW Clients to Family Offices
Capital, Risk & Assets Private Banks Must Evolve or Lose UHNW Clients to Family Offices

In the current landscape of wealth management in Asia, private banks face mounting challenges as they strive to address the intricate needs of ultra-high-net-worth (UHNW) families. These affluent families, whose wealth often spans multiple generations and countries, demand bespoke solutions ranging

Optimizing UMAs: Boost Portfolio Management for Wealth Clients
Capital, Risk & Assets Optimizing UMAs: Boost Portfolio Management for Wealth Clients

Unified Managed Accounts, commonly referred to as UMAs, have developed into a pivotal element in the realm of portfolio management, notably for high-net-worth and ultra-high-net-worth individuals seeking efficient investment solutions. Originating in the 1990s, UMAs revolutionized investment

Can Pope Leo XIV Resolve The Vatican's Financial Woes?
Regulatory & Compliance Can Pope Leo XIV Resolve The Vatican's Financial Woes?

Pope Leo XIV has stepped into a legacy fraught with intricate financial challenges, a narrative woven with scandals and fiscal inconsistencies for centuries. His accession marks an era where heightened scrutiny surrounds the Vatican's complex financial labyrinth, reminiscent of earlier notorious

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