Investment
‘Misleading’ tobacco claims land Vanguard with greenwashing fine
Firms ‘must be able to substantiate the full exclusion’ of investments
JP Morgan PB invests in two Swiss fintech firms
To bolster its digital offering for UHNW clients across Europe, Middle East, Latin America and Asia
Alternatives | 1 Dec 22
Asian family offices to increase alternatives allocations
Rise in demand for private equity, credit and real estate investment opportunities
Interest rate rises force investors to turn to advisers
Expertise and experience of financial professionals is ‘crucial’ during turbulent times
Wealth managers lack strategies to assess client investment profiles
As 67% admit they mainly rely on their own intuition