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Latest Comment & Analysis

Tax
1 July 2025

Non-Dom Businesswoman Voices Anger, Plans Exit As UK Rules Change

We talk to a businesswoman, TV personality, academic and author about her annoyance, and frustrations, about the changes to the non-domicile system, and what she thinks needs to be done instead to attract tax re...

Philanthropy
17 June 2025

New Report On Philanthropy, Ethical Investment

The state of HNW philanthropy throughout the world today – WealthBriefing's ground-breaking report is now available. ...

Asset Management
7 April 2025

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...

Compliance
18 March 2025

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...

Company Profiles
18 March 2025

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. ...

Client Affairs
12 March 2025

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...

Latest News

People Moves
11 July 2025

RBC Names New Wealth Management Chief Operating Officer For Asia

The new CFO, who will be based in Singapore, has worked at the Canadian group since 2018. ...

WM Market Reports
11 July 2025

You Could Be Fired: No Room For Wealth Advisor Complacency In Generation Shift

The fear that the children or relatives of HNW clients might choose a different advisor is one of those factors, arguably, that keep banks and wealth managers awake at night. We talk to Capgemini about a massive...

M and A
11 July 2025

UK's Jupiter Taps Non-Profit Client Base With CCLA Deal

The UK firm is acquiring a business that serves the non-profit sector, and which has chalked up a compound annual growth rate of AuM of more than 10 per cent for the past decade. ...

Offshore
11 July 2025

US "Gold Card" Programme Highlights Fight For International HNW Money

The "Devil is in the detail" when it comes to the proposed "gold card" programme to attract wealthy foreigners to the US, but the fact that the scheme is being floated at all shows that the US administration kno...

People Moves
11 July 2025

NatWest's Wealth Arm Names New CFO

Subject to regulatory approval, the new CFO will be taking up the post at NatWest Group to fill a vacancy left by the departure to another firm of her predecessor. ...

New Products
11 July 2025

What’s New In Investments, Funds? – Future Fund Oman, Templewater

The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...