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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. ...
CoinShares, a Jersey-headquartered global asset manager specialising in digital assets, has published the findings of a 2026 survey of 261 European wealth management professionals. The findings raise the questio...
Emerging technologies such as AI, and the increasing importance of private markets, are two major themes in a Lloyds annual survey. ...
The Swiss private bank, which says it remains positive on US equities and tech, held a panel discussion in London to examine issues such as AI's impact, concentration risks in equities, and the perspectives of t...
The new branch manager, who has been with the bank since 2023, has served in senior leadership roles at major Swiss and international banks. ...
Bhaskar Laxminarayan, chief investment officer Asia and Middle East at Swiss private bank Julius Baer and Mark Matthews, head of research Asia at Julius Baer, discuss the mid-year 2026 outlook, noting that globa...
The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the Middle East and select international locations. ...