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Latest Comment & Analysis

17 September 2021

Proposed Rises In English, Welsh Probate Fees - An Overview

If proposed new fees for probate services take effect, there will be pressure to deal with big recent delays in the system and improve efficiency. The situation became increasingly difficult during the pandemic....

Wealth Strategies
17 September 2021

Ageing Populations Aren't Sure Bet For Healthcare Investors

Too much focus on the ageing theme disregards stronger and even more powerful structural trends from which healthcare investors can benefit, the author of this article argues. ...

Alt Investments
25 August 2021

Blank Cheque Companies Retain Momentum, Europe, UK Increasingly Active

IQ-EQ, the investor services group, has a ringside seat for observing trends in the SPACs space. This news service asks it how the sector is evolving on both sides of the Atlantic. ...

Trust Estate
24 August 2021

The Problem With Death And Taxes - Analysing A Recent Case

In succession planning, those involved in arrangements need to take into account unforseen events that might go against the plan. The author of this article considers a recent case in the UK. ...

Family Office
23 August 2021

Singapore's Proposed VCC Changes - What Wealth Managers Need To Know

The variable capital company regime in Singapore was launched originally at the start of 2020. Now policymakers in the city-state want to adjust the system to appeal to entities including single-family offices. ...

27 July 2021

Updated Forward Features Calendar For 2021-2022

Here is our updated schedule for feature themes for the next 12 months. ...

Latest News

21 September 2021

Wealthy Investors Like Sustainability, Fret Over Unclear Data - StanChart

"Sustainability" is a popular term in wealth management today, but many affluent and HNW investors apparently worry that information they receive isn't reliable or clear enough. ...

M and A
21 September 2021

Tiedemann, Fellow MFO Nearing Merger Deal, Plan SPAC - Media

Alvarium Investments, based in London, declined to comment. This news service has contacted US-based Tiedemann and may update in due course. As of the time of writing, it has not commented. Such a deal would, if...

Client Affairs
21 September 2021

Rise Of Concierge Healthcare – The Right Investment?

While typically perceived as a luxury amenity, the narrative has started to shift, with many considering it as an essential. ...

21 September 2021

ESG Phenomenon: How COVID-19 Is Worsening Inequality

Labour practices are under the ESG microscope as the ranks of gig workers have mushroomed during the pandemic and wealth and income inequality has widened. ...

New Office
21 September 2021

Zedra Eyes Fintech, Opens Liechtenstein Office

The firm wants to tap Liechenstein’s growing fintech sector and regulatory efficiencies and boost its global client base offering. ...

20 September 2021

WealthBriefing's Swiss Community Gathers In Geneva

A big thank you to all those who joined the WealthBriefing team in Geneva last Wednesday. ...