Register for WealthBriefing today
Gain access to regular and exclusive research on the global wealth management sector along with the opportunity to attend industry events such as exclusive invites to Breakfast Briefings and Summits in the major wealth management centres and industry leading awards programmes
Latest News
HSBC Begins Hunt For New Chair
The Hong Kong/UK-listed bank has announced that its current chairman is stepping down at the end of the year. ...
Warren Buffett To Retire At End Of Year
The Omaha-based investment figure who has spent more than half a century in the trenches of the sector, announced at the weekend that he is stepping down at the end of this year. Warren Buffett is drawing the cu...
Investment Managers Smile On Fixed Income, Amidst Tariff Turmoil
After US President Donald Trump imposed sweeping tariffs on imports to the US, causing extreme market volatility, Bill Zox, portfolio manager of Brandywine Global, a subsidiary of California-based investment ma...
Spotlight On Sustainable Investing, Natural Capital – Mirova
Despite increasing challenges, ESG-focused funds and sustainable practices continue to remain in vogue for some investors. Gautier Quéru, managing director of natural capital at Mirova, who has just launched th...
Operating Profit Rises Strongly At Coutts In Q1 Vs Year Ago
Total assets under management rose from a year ago. ...
Private Wealth Flexes Its Commercial Real Estate Muscles; Americas Shine – JLL
The Americas – and the US in particular – stood out in attracting private wealth transactions for commercial real estate in a period from 2013 to 2014, figures from JLL, aka Jones Lang LaSalle, said in a new...
What's New In Investments, Funds? – SimCorp
The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...
Diversify AI Exposure Across US Big Techs, Include Chinese Players – UBS
Sundeep Gantori, tech strategist at UBS Global Wealth Management chief investment office, shares his insights into the artificial intelligence sector and expands the scope of his AI estimates beyond the Big 4 ...
Who’s Moving Where In Wealth Management? – Morgan Lloyd, Clifton Group
The latest moves, appointments and personnel changes among wealth management and related organisations in the UK, the rest of Europe, the Middle East, Africa and select international locations. ...
BNP Paribas' Wealth Arm Revenues Rise In Q1 2025
The France-headquartered group recently issued its first-quarter 2025 financial results, with a mostly positive set of figures for its wealth management organisation. ...
Franklin Templeton Targets Private Markets
With demand increasing from private clients and wealth channels for private market offerings, California-based investment manager Franklin Templeton and Lexington Partners have just launched a new product in the...
Statutory After-Tax Profit Dips At Lloyds In Q1
The UK-headquartered lender said rising net income and lower volatility were more than outweighed by higher operating costs and a higher impairment charge. ...
Results Shine At Barclays' Private Bank, Wealth Arm In Q1
The UK-headquartered lender reported a broadly positive set of financial numbers for the first quarter of 2025, with its private bank and wealth arm among the stronger performers. ...
Abu Dhabi's Lunate Takes Stake In Azura Partners
The move highlights how the United Arab Emirates is gaining a reputation as a welcoming jurisdiction for ultra-wealthy individuals. ...
Award Winners
WealthTalk - Awards Videos
Wize By Teamwork's Central Application Supports Growth
Duration: 0.00m
WealthTalk - From The Editor’s Desk Videos
WEALTH TALK: UK Millionaires And Non-Doms Depart – The Impact
Duration: 0.00m
WealthTalk - Expert View Videos
WealthTalk – "Autocracy Risk" And What It Means For Investors
Duration: 0.00m
Guest Articles
How And Why To Contest A Will
With wills proving to be sources of legal disputes among inheritors/non-inheritors, the author of this article explains how conflicts arise, how to avoid them, and how to manage any clashes. ...
The Rise Of Independent Family Offices: Reshaping Private Wealth
A figure involved in the family offices sector of Türkiye – a country not renowned for these organisations – talks about the sector, what independence means, and more. ...
Excel Addiction – Spreadsheet Dependency Hampers Wealth Management Innovation
According to this article, the wealth sector has an addiction to old-fashioned tools for amassing and handling data and, if it does not change, businesses could be in dire trouble. ...
Sponsored
Evergreen Funds: Accessing Private Markets' Alpha
The article says that for individual investors, evergreen funds could well serve as a valuable complement to a public equity portfolio. ...
The Timeless Appeal Of Scotch Whisky Cask Investment: A Strategic Asset For The Discerning Investor
As part of the alternative investments space, the specialised area of Scotch whisky cast investment can provide compelling, and hopefully delicious, returns. ...
Fate Of Fintech Hubs: Is Europe's Regulatory Climate Stifling Innovation?
Writing from Lithuania, the author of this article argues that inconsistent interpretation of rules and sudden regulatory shifts are causing problems for fintech innovators in Europe. ...
Register for WealthBriefing today
Gain access to regular and exclusive research on the global wealth management sector along with the opportunity to attend industry events such as exclusive invites to Breakfast Briefings and Summits in the major wealth management centres and industry leading awards programmes
Comment and Analysis
“Our research-driven features explore the most relevant topics for wealth managers, ranging from how technology shapes the industry through to which international financial centres make the largest impact. Our editorial and research teams draw on deep experience to bring readers the insights they need to drive profitable businesses in a fast-changing world.”
The Forces Shaping Singapore's, Asia's EAM Sector
This news service prides itself on its coverage of external asset managers, family offices and independent wealth firms in Singapore and the wider region. Matters ranging from compliance through to the impact of...
An Urgent Need To Take Protection Vs Physical, Cyber Threats Up A Level
We talk to experts in physical and cyber security catering to the needs of wealthy individuals. In these unsettled times, these often difficult subjects are increasingly front of mind. ...
Transparency International – The Latest Lessons For Wealth Managers
Transparency International's recently-published Corruption Perceptions Index, used by compliance officers and money-laundering-reporting officers (MLROs) at private banks worldwide to determine country risk, sho...
Wealth Asset Allocators: We Need To Talk About Defence
With geopolitical shifts of the magnitude of the US stance on Ukraine, Russia and other events taking place, countries are talking about large defence spending. This is giving rise to a radical shift in the inve...
The Soaring Trend Of AI "Co-Pilots" In Wealth Management
We hear much commentary today about the use of AI "co-pilots" in financial services. What do they do, and how far will their use go? This article is part of a series in which we examine use cases for AI. ...
A Fund For All Seasons: Mixing Investment Styles At UK's Nutshell
A City financial trading background, added to a disciplined investment mindset, appears to be working out well so far for this UK asset management business, founded in 2019. ...
Research Reports
“We’re lucky to have an unparalleled network among the industry, encompassing the most senior executives along with those on the front line across all its segments. This allows us to delve deeply into every issue affecting the wealth industry and also to drive the discourse on key strategic issues.”
The Bahamas: A Complete and Compelling Choice 2024
This publication carries a spread of articles and insights about the Caribbean jurisdiction. ...
WealthBriefing's Tech And Ops Trends In Wealth Management Research Report
The annual report is an important part of the work that the publisher of this website does in illuminating the details that can make or break a wealth management organisation. ...
The Bahamas: A Complete And Compelling Choice - Part 2
This document sets out areas that continue to preoccupy financial services professionals working in The Bahamas. ...
The Bahamas: A Complete And Compelling Choice – Part 1
The document has been put together by the Caribbean jurisdiction's financial services sector alongside this publication. This is the first of a two-part series. ...
The Bahamas: A Complete And Compelling Choice – White Paper
This news service is delighted to unveil the full edition of the Bahamas-focused publication that ranges across topics from digital assets to investment analysis. ...
The Bahamas: A Complete And Compelling Choice – Part 4
In the final part of a four-part series, this news service issues a report about developments in the Caribbean jurisdiction. ...
Article Categories
Alternatives
Asset Management
Art Wealth Management
Client Affairs
ESG
Compliance, Legal and Regulation
Family Office
Financial Results
Fund Management
Investment Strategies
Islamic Banking
Market Reports
New Office
Offshore
Philanthropy
Products
Strategy
Surveys
Tax
Technology
Trusts and Estates
White Papers
Emerging Markets
M&A
In Troubled Times, What's The Investment Case For Fine Alcohol?
Whether it is fine wine, whisky or cask tequila, there is a case, so advocates for investing say, to hold these amidst geopolitical troubles. There will always be arguments about just how correlated these items ...
As HNW Individuals Seek Options, An Adriatic Resort Prepares
Luxury resorts based in low-tax jurisdictions have been around for decades; given the winds of change in certain countries when it comes to tax – such as the UK – places seeking to attract HNW individuals ha...
Riding The Infrastructure Train Is Positive Journey For UK Advisor
We talk to the manager of a listed infrastructure fund about the asset class, its potential and a few challenges that arise. Major fund firms are buying into the infrastructure space, suggesting it is a hot area...
An Expert Sparring Partner For Wealthy Investors In Alternatives
A Germany-headquartered multi-family office, which won a capital market licence earlier this year, talks about how UHNW investors can and should work with such firms to tap into expertise and gain insights. ...
Japan's VC Sector Gathers Momentum
While Silicon Valley has hogged much of the limelight in VC, Japan's much smaller sector hasn't enjoyed the same kind of attention, but reforms and other changes mean that this obscurity is fading, an investment...
How Hedge Fund Investors Keep Composed In Volatile World
This news service talks to Sussex Partners, a UK-based business that advises institutions about hedge fund allocations. With markets often volatile at times, and recovering after the selloffs of 2022, what appro...
The Forces Shaping Singapore's, Asia's EAM Sector
This news service prides itself on its coverage of external asset managers, family offices and independent wealth firms in Singapore and the wider region. Matters ranging from compliance through to the impact of...
Comgest's Mood Brightens For Europe, Asia Investments
After a strong start to global stock markets, Franz Weis chief investment officer at Comgest, a growth investor, discusses with this publication in Paris the outlook for 2023 and investment opportunities in Euro...
Exclusive: Why Investors Cannot Ignore India's Promise
David Cornell, CIO at Ocean Dial Asset Management, discusses with WealthBriefing why India is a top place in which to invest and why he is optimistic about prospects for firms in the country. ...
Fine Art Finance – A Change Of Perspective For Your Collection
The international law firm gives a brief tour of the fine art investment landscape, a subject of interest to private client advisors, banks and others looking after HNW and ultra-HNW clients. ...
Fractions Of Fine Art – In Conversation With Mintus
The $65 billion-plus fine art market hasn't been an easy one to penetrate for those who aren't uber-wealthy. The "fractionalisation" trend might change that. We talk to a firm in the space. ...
NFTs: A World Of Wealth Beyond Gotham City
While there is much buzz and confusion surrounding NFTs in the media, understanding the reality of this space and what it can offer investors will be essential, the author of this article argues. ...
Wealth Asset Allocators: We Need To Talk About Defence
With geopolitical shifts of the magnitude of the US stance on Ukraine, Russia and other events taking place, countries are talking about large defence spending. This is giving rise to a radical shift in the inve...
Focus On Investment Opportunities In India – Lombard Odier
Stéphane Monier, chief investment officer at Swiss private bank Lombard Odier in Geneva, discusses the driving forces behind India’s expected economic growth in 2023, with the country’s economic ambitions g...
HNW Individuals' Public Profiles Risk Reputation Threats
Social media and the constant flow of news puts HNW people under intense scrutiny. Here is an article suggesting ideas on how people can guard their reputations. ...
Exclusive: Diversified Portfolio Key For Investors – Kingswood
Despite the better-than-expected rise in UK GDP in May, investment managers believe that the possibility of the UK entering a recession in 2022 looms, as well as in Europe and the US, and discuss where investors...
"No Fault Divorce" – Only A Tick Box Away From Separation
A change in law affecting England and Wales came into force from early April, changing the landscape for divorce law. ...
Transparency International – The Latest Lessons For Wealth Managers
Transparency International's recently-published Corruption Perceptions Index, used by compliance officers and money-laundering-reporting officers (MLROs) at private banks worldwide to determine country risk, sho...
Handling HNW Clients' Data Via Tokenization – An Overview
Banks and other players in the wealth management space transfer data across borders – a fact becoming more significant as globalisation has taken place. How information can be moved without falling foul of reg...
One Year On From CJEU Ruling Vs Public Registers Of Beneficial Ownership
An organisation working in the field of compliance and regulation argues that last year's European court ruling against public registers of beneficial ownership was a serious blow to being able to onboard people...
Can Rapid Account-Opening Coexist Alongside Heightened Compliance?
The approach that banks and other wealth management industry players take towards handling politically exposed persons (PEPs), know-your-client (KYC) tasks and the vexed topic of "de-banking" is discussed by thi...
FINMA's Cryptocurrency Stance Makes Swiss Industry Nervous
Switzerland has made waves in the world of cryptos and digital assets. Its "crypto valley" in Zug is now one of the more recognised centres of this space. Industry figures are becoming concerned about how the re...
Learning The Legal Lessons From “Succession”
In this detailed analysis of legal questions generated by the HBO television drama, law firm Squire Patton Boggs walks readers around the issues. ...
EXCLUSIVE: Spotlight On Regenerative Agriculture, Forestry – SLM Partners
Paul McMahon, a co-founder and managing partner of asset manager SLM Partners, discusses why there has been higher investor interest in regenerative agriculture and forestry recently and why it has potential to ...
How Blending Philanthropy, Investment Creates "Win-Wins" – Pictet
This news service recently spoke to a senior Pictet figure about the work it does on sustainability, impact investing, and philanthropy – areas which increasingly intersect. ...
"Greenwashing" Controversies Focus Minds On What Investors Own
This news service talks to the MFO – born from a series of corporate mergers and acquisitions – about how controversies in areas of ESG investing and sustainability are ultimately positive in the long run if...
Fossil Fuels And Transition: What's The Direction Of Travel?
A commentator on ESG and sustainability talks to this publication about the transition from fossil fuels – not necessarily a straightforward process, as suggested by the disruption to global energy markets cau...
Pushback Against ESG: Collective Action Or Collective Suicide?
The supposedly remorseless drive against carbon-based energy towards areas such as wind, solar, hydrogen, biomass and other technologies has, among other events, been interrupted by Russia's squeeze of gas expor...
Greenwashing: How Big Is The Problem And How To Fix It?
With the rush of money into the area of "green" and ESG investing, a concern arises about how faithful investments are to such ideas. Greenwashing has become an oft-repeated concern. We talk to a wealth manageme...
EXCLUSIVE: A Walk Around Germany's Single-Family Offices Sector – Part 2
In part one of this two-part feature, this publication talked to German banks about their work with the country's single-family offices. Now it is the turn of Swiss banks to discuss how they approach the German ...
EXCLUSIVE: A Walk Around Germany's Single-Family Offices Sector – Part 1
As it is high time that this news service took a deep dive into the German single-family offices sector, we talked to some of the country's banks who serve it, and set out the scale of what this sector holds. ...
Family Offices Aren't Shunning Risk, But Getting Smarter – Citi Private Bank
After its survey emerged a few weeks ago, Citi Private Bank spoke again to this news service about the insights it gleaned, and also reflected on why it gained such a large increase in responses this year. ...
EXCLUSIVE: LNG – A Growth Driver For Three Groups Of Single Family Offices
Demand for liquified natural gas, aka LNG, is high amidst a global energy crisis, magnified by Russia's attempted conquest of Ukraine and the aftershocks of the pandemic. We look at family offices that are tappi...
EXCLUSIVE: Europe And North America – Single Family Offices Compared
The extended coverage of single family offices by Highworth Research's database – working with WealthBriefing - throws up all kinds of useful data points for people tracking the sector. ...
Focus On Ireland As A Growing Financial Hub
Michael D’Arcy, former Irish minister of state at the department of finance, discusses the outlook for fund management in Ireland on the 25th anniversary event of Mediolanum International Funds, where the futu...
Niche Carmignac Fund Aims To Win Big In Family-Owned Companies Space
We talk to a manager of a fund that concentrates on family-owned businesses, and these can range from the small to the very large, with their own idiosyncrasies and return characteristics. ...
Focus On Long-Term Investment Opportunities – Baillie Gifford
Faced with soaring inflation, rising interest rates and geopolitical conflicts, investment managers at Baillie Gifford in Edinburgh discuss with WealthBriefing where opportunities lie in the longer term, in what...
2025 Private Credit Predictions: An Expert Perspective
A 26-year veteran of the alternative investments sphere – including private credit – explains what 2025 may hold for an area that has expanded rapidly in recent years. ...
US Equities, Dollar Delivers Ringing Endorsement Of Trump. What Now? – WELREX - Part 2
We publish the second part of this analysis which examines the implications of the US presidential election result and what they mean for specific asset classes. ...
US Equities And Dollar Have Delivered Ringing Endorsement Of Trump. What Now? – WELREX - Part 1
The first in a two-part detailed analysis about what the financial markets could do in the next year, and how the arrival of a new US administration affects risks, asset allocation and positioning. ...
Stonehage Fleming Leans Into Tech, Healthcare
A desire for delivering above-average organic growth, and firms that have a strong culture and focus on innovation has led the manager of a fund to hold some of the biggest names in modern commerce. He explains ...
Managing Autocracy Risk Is Big Wealth Protector
A quick perusal of news headlines underscores why the risk of holding firms exposed to dictatorships, seizure of assets, sanctions and disruptions must be closely managed, to an extent that arguably is not yet f...
Value And Growth – Japan’s Promise And Performance
This news service recently talked to a UK-based investment house that concentrates on Japanese investments and the opportunities it sees building in the country. ...
WealthBriefing's Tech And Ops Trends In Wealth Management Research Report
The annual report is an important part of the work that the publisher of this website does in illuminating the details that can make or break a wealth management organisation. ...
BNP Paribas' Wealth Arm Builds German Business Momentum, Broader Growth Beckons
The Paris-based group, which operates in a number of countries, spoke to this news service about its business growth in nations such as Germany, as well its work in hubs such as Singapore and its Asian growth pr...
Tech Traps Wealth Managers Must Avoid 2023
The latest edition of our regular "Tech Traps" reports. ...
New Research: An Update On Family Office Efficiency In Accounting, Investment Analysis
This news service is joining forces again with FundCount to examine how technology is making family offices' work processes more efficient and effective. ...
Tenth WealthBriefing Tech & Ops Trends Report
Here is our 2022 Technology and Operations Report, a regular overview of the trends affecting the wealth management industry and the technology that it uses. ...
New Report On How Bahamas Pushes Forward As IFC
This is a mini-series on The Bahamas Financial Services Industry. ...
The Bahamas: A Complete and Compelling Choice 2024
This publication carries a spread of articles and insights about the Caribbean jurisdiction. ...
The Bahamas' Push For Climate Justice, Tapping Digital Assets Growth Story
The Caribbean jurisdiction has been through its fair share of challenges. Today, the international financial centre says it is very much on the front foot in areas ranging from climate finance, digital assets, f...
The Bahamas: A Complete And Compelling Choice – Part 1
The document has been put together by the Caribbean jurisdiction's financial services sector alongside this publication. This is the first of a two-part series. ...
How Citizenship/Residency-By Investment Programmes Evolved - And What's Next
A marker for globalisation and the degree of unfettered movement that people enjoy, the market for so-called "golden visas" - has developed rapidly since early days when dominated by a handful of jurisdictions. ...
Why Residency/Citizenship-By-Investment Visas Aren't Going Away
This news service speaks to a business that has offices in a number of jurisdictions – including Russia – which advises people on visa programmes aimed at wealthy individuals and their families. ...
The Squeeze On Investment Visas – What Should Happen Now?
With these programmes, the subject of this interview says, the benefit is not just in the initial investment but all the investments later on, the taxes paid, the money spent in the economy, and the jobs created...
Making An Impact - In Conversation With Big Issue Group's Nigel Kershaw
WealthBriefing talks to a prominent figure in the UK philanthropy/impact investing world, involved with Big Issue Invest and The Big Issue Group. For much of his life, Nigel Kershaw has worked in the space, foun...
Taking Risks Out Of Philanthropy
We talk to law firm Farrer & Co and a lawyer working in the charities area about the kind of themes emerging in the philanthropy sector in the UK. ...
Philanthropy In Testing Times: A Transatlantic Perspective
Whether it is sunset clauses on foundations, arguments about purpose, help with clients about complexity, or other tasks, the role of philanthropic advice isn't a "soft" topic for wealth managers and banks. This...
Bringing Great Eye Vision To The Poor – A Hong Kong Philanthropist's Tale
Chen’s philanthropy journey throws light on an important aspect of charity that can be overlooked. And his story also highlights lessons that advisors can share with clients on the topic. ...
Asset Allocation For Philanthropists Gets Tough
Rising inflation, falling stock markets, pleas for help and donors' own financial constraints mean that charities' coffers are strained. How should asset allocation and liquidity be managed at such a time, or sh...
Cazenove Capital Eyes Strong Donor Advised Fund Demand
Donor-advised funds are a turn-key solution for rapidly building a philanthropic toolkit and getting past some of the snags involved in creating charities, the UK wealth management firm has said after launching ...
With Outsourced CIO Models, There's No Substitute For Experience – SEI
We talk to the Oaks, Pennsylvania-headquartered firm about its outsourced CIO business and the dynamics shaping it. ...
The Good, The Difficult And The Stable – What Headhunters See Around The World
We talk to wealth management headhunters in North America, Europe, Middle East and Asia about what they see as the important trends in the industry right now. ...
IQ-EQ Says US Wealth, Family Offices Sector Holds Big Opportunities
We talk to the group about its views on the potential, and the needs, of sectors such as US family offices. The firm has been in expansion mode worldwide, including North America. ...
Singapore's Seviora Capital Intensifies Focus On Asian Food, Agriculture
Asia, which is home to 60 per cent of the world’s population, will need to produce more using fewer resources to feed its growing population. ...
IQ-EQ Taps Into Gulf Region's Wealth Bonanza
Shortly after announcing new operations in Abu Dhabi, the investor services group talked to this news service about its business approach. ...
Learning From The UK "De-Banking" Furore – A Modern Bank's Perspective
A new financial services firm that calls itself a "Coutts-Revolut" hybrid reflects on the recent "de-banking" saga in the UK and why some of the attitudes and behaviours on display should be avoided if UK bankin...
Non-Doms, Fairness And Family Enterprise – In Conversation With Philip Marcovici
While debate appears open on whether and how the UK's non-dom system will disappear, we talk to a lawyer, author and expert about how wealthy international citizens are taxed, and what's needed to square the dem...
Sparing No One: Cross-Border Taxation of Globally Mobile Individuals – Part 2
This article continues to examine – via the circumstances of Prince Harry and Meghan, the Sussexes – the issues that arise when a taxpayer is subject to tax in two countries such as the US and UK. This is th...
Sparing No One: Cross-Border Taxation of Globally Mobile Individuals - Part 1
This is the first of a highly detailed examination of cross-border tax issues for individuals living overseas and often using multiple jurisdictions. ...
Soaring Inheritance Tax Receipts Highlight Need For Reform
Inheritance tax receipts are rising, and this suggests that tax brackets are capturing a wider section of the population than was envisaged when such levies started more than a century ago. ...
As UK Raises Taxes, Where Do Venture Capital Trusts Fit In?
Investment vehicles that have certain tax advantages over time are more popular when certain entities, such as pensions, are squeezed as governments try to raise revenue. The author of this article makes the cas...
The Soaring Trend Of AI "Co-Pilots" In Wealth Management
We hear much commentary today about the use of AI "co-pilots" in financial services. What do they do, and how far will their use go? This article is part of a series in which we examine use cases for AI. ...
Exclusive: FIS Focuses On AI’s Wealth Management Role
Russell Andrews, head of wealth and asset management EMEA, capital markets at Florida-headquartered Fidelity National Information Services (FIS), discusses with this news service how wealth management will evol...
How T3 Experts See Artificial Intelligence
AI may not have dominated discussions at the recent annual T3 conference in Las Vegas, but nonetheless, it remains a key topic for wealth advisors. ...
How AI Can Raise Wealth Management Game In The Gulf
With artificial intelligence technology gathering headlines and stirring controversy – and excitement – we examine how it could affect private banking and wealth management in the Middle East. ...
An Economic Era Of Data Democratisation?
The author of this article talks about the economic background of inflation and economic difficulties to argue that the "democratisation of data" is key to driving innovation in such a time. ...
Where Next For Banks And Digital Assets?
The rout in prices of cryptocurrencies and certain entities last year shook the sector and has left banks, wealth managers and other asking lots of questions. This article addresses some of them. ...
INTERVIEW: Wealth Managers Must Get Proactive About Handling Elder Abuse
This news service talks to a UK-based law firm about the problem of "elder abuse" – a term covering a variety of topics. Adults aged over 50 control more than 70 per cent of the nation's wealth. The stakes for...
Challenges For Multi-Generational Families Over Succession
A take-home point from this article is that for multi-generational family firms to navigate succession smoothly, planning is key. ...
The Bahamas: A Complete And Compelling Choice – White Paper
This news service is delighted to unveil the full edition of the Bahamas-focused publication that ranges across topics from digital assets to investment analysis. ...
The Bahamas: A Complete And Compelling Choice – Part 4
In the final part of a four-part series, this news service issues a report about developments in the Caribbean jurisdiction. ...
New Report: How Wealth Ecosystem, Healthcare Interact
The boundaries between health and wealth increasingly intersect and a new report from China's Hywin in conjunction with this news service explores the many facets. ...
Research: Tech & Ops Wealth Trends In Wealth Management 2023
The 26-page report examines the issues and concerns affecting the shape of technology and operations in the world's wealth management sector. ...
Winning Women In MENA: How Wealth Managers Can Help Further Female Empowerment
A new report from this news service, in partnership with First Abu Dhabi bank, explores what HNW women in the region want from advisors, and why it is also important for firms to understand and serve these clien...
Jersey Finance Report On Digital Assets, Crypto-Currencies
A new report, published with the island's financial promotional organisation, sets out the issues in and around digital assets and crypto-currencies such as bitcoin. ...
Focus On Investment Opportunities In China – Chartwell Capital
As investors struggle to decide where to put their money, Ronald Chan, founder and CIO of Chartwell Capital, an investment firm based in Hong Kong, discusses with WealthBriefing investment opportunities in China...
Crux Asset Management Eyes Indonesian Promise
We talk to an asset manager running Asia ex-Japan equities who argues that there is a strong and improving case for being overweight on Indonesia. ...