Latest Comment & Analysis
New Report On Philanthropy, Ethical Investment
The state of HNW philanthropy throughout the world today – WealthBriefing's ground-breaking report is now available. ...
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...
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...
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. ...
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...
Private Banks' Onboarding Limitations Revealed – And How To Fix Them
Client onboarding in private banking is riddled with inefficiencies – not just for high-risk clients but across the board – according to a study. ...
Latest News
J Stern & Co Opens Frankfurt Office
The investment firm, with its strong European ties that go back more than two centuries, is returning to Frankfurt. ...
Lighthouse Canton, Swiss Family Office Form Strategic Pact
The firm will expand the geographical business reach of both firms, into Switzerland and parts of Europe, the UK, Middle East, India and Southeast Asia. ...
Etops Names Former Avaloq Senior Figure As CFO
The holder of the C-suite role at the Swiss firm has worked at Avaloq and B-Source SA. ...
As Private Market Investing Remains Hot, Consider The Unit-Linked Insurance Model – Utmost
Insurance policies with a wealth management angle come in a variety of names, and the unit-linked model can be of value when private market investments are involved, according to Utmost Wealth Solutions. ...
Nominations Open For WealthBriefing Swiss EAM Awards 2026
Part of a global programme from the publisher of this news service, the Swiss external asset managers awards are now in their sixth year and are testimony to the importance of this particular series. ...
Spotlight On UK Investment Opportunities – Ninety One
Anglo-South African asset manager Ninety One discusses investment opportunities across the UK market from a quality and value standpoint, key trends across the UK equity landscape, as well as specific stock exam...
Award Winners
WealthTalk - Awards Videos
WealthTechAsia Awards 2021 – UBS
Duration: 3.88m
WealthTalk - From The Editor’s Desk Videos
WEALTH TALK: UK Millionaires And Non-Doms Depart – The Impact
Duration: 18.25m
WealthTalk - Expert View Videos
WealthTalk – "Autocracy Risk" And What It Means For Investors
Duration: 15.90m