Latest Comment & Analysis
ANALYSIS: The American Citizen Inflow To UK – What's Driving It?
A new residency system, a desire for new lifestyles and opportunities, and a dislike of domestic US political and social trends is encouraging HNW Americans to look at the UK. ...
ANALYSIS: To Reform Or Leave Alone? – Non-Compete Clauses In The UK
Many wealth managers, private bankers and advisors are familiar with non-competes and the other contractual clauses that limit their freedom of action in certain ways. At times they’re controversial. The UK go...
HNW Israel Divorce Court Case Uncovers Hidden Assets – Implications
Lawyers comment on the implications of a recent divorce case in Israel where financial structures, including foreign corporations and trusts, were used to shield assets. ...
ANALYSIS: The Private Banker In The AI Era – Impact For Clients, Advisors
This news service's group editor (Tom Burroughes) and contributing editor for WealthBriefingAsia (Paul Cuthbert-Brown) examine how AI’s impact on wealth management is panning out in the APAC region and discus...
Can AI Turbocharge Behavioural Finance?
The field known as behavioural finance is not new – insights have been discussed for years. The question, however, has been about how to act on these ideas and use them in portfolios. That requires an ability ...
ANALYSIS: “Ground-breaking” Swiss-UK Financial Pact – How Will It Boost Business?
In this feature, we talk to a variety of firms and organisations about the Berne Financial Services Agreement which is now in force, and what it means for banks, insurers, wealth managers and others. ...
Latest News
Japan, A Bright Spot In APAC’s Private Equity Landscape – Preqin
Preqin, a UK-headquartered financial data provider for alternative assets, acquired by BlackRock in 2025, has published its APAC Private Markets in 2026 report. It highlights that regional dynamics, selectivity ...
US Investment House Buys Minority Stake In Australian Wealth Boutique
The business in which the stake is being taken was founded in 2017 and manages A$6.6 billion ($4.58 billion) in client assets. ...
Japanese Asset Manager Trumpets Corporate Engagement Efforts
Corporate governance reforms in Japan are designed to force bosses to focus more on financial results and returns for capital owners – and this is leading investment houses to become more energetic in their en...
Swiss Banking, Wealth Management Association Names New President
One of the top figures at Vontobel is taking on the post at the Swiss organisation. ...
UK Political Drama Adds To Wealth Managers' Worries
The shifting fortunes of UK politics sees the departure of yet another Prime Minister. Just as Boris Johnson was ousted in 2022, despite his Conservative Party having won a large majority in late 2019, Sir Keir ...
Deals Of The Day: The Latest In Wealth Management M&A – Queensgate Investments, AITi Global
The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...