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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. ...
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...
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. ...
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...
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 ...
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. ...
WealthBriefing attended the Guernsey Funds Forum 2026 in London last week – “The Next Trillion” – which reflected on the £1 trillion ($1.33 trillion) in assets that Guernsey oversees and examined the fu...
The IHT net is widening to include private pensions that are not yet used – and those who aren't married or in civil partnerships must guard against the risk of a tax bill at what is already an emotional time,...
The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the Middle East and select international locations. ...
The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...
The latest compliance news: regulatory developments, punishments, guidance, permissions and authorisations for new product and service offerings. ...
A summary of all the main moves, appointments and personnel changes in the world's main wealth management centres. ...