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
Emerging Market Investment Trusts Outperform
Despite the Iran conflict and soaring energy prices, UK-listed emerging markets investment trusts have been outperforming over the past 12 months. Portfolio managers outline what is behind the strong performance...
Global Private Credit Funds Projected To Grow Sharply – PWC Survey
Despite recent difficulties, PwC’s new Global Private Credit Fund Survey shows that the global private credit fund industry is projected to reach $3.4 trillion globally by 2030, with two-thirds citing greater ...
Investec Updates Private Client Growth Strategy
The firm's strategy is designed to scale the private client franchise through a high-touch, advice-led proposition, enabled by digital capabilities and a globally-integrated One Investec ecosystem. ...
EFG Net Profit, AuM Up Q1 2026
Zurich-headquartered private banking group EFG International reports positive financial results for the first quarter of 2026. ...
Swiss EAMs Look Forward After Regulation, Consolidation
This news service recently spoke to a figure in Switzerland’s independent wealth management sector about the impact of new regulations introduced half a decade ago, how such firms can stand out, and what the f...
Rathbones Expands Talent Programme With New Initiatives
The expansion of existing schemes will strengthen the business’ long-term talent pool. ...