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Latest Comment & Analysis

Company Profiles
13 July 2026

Cross-Border Flows, Complexities Fuel Growth For Hong Kong-Headquartered FGA Trust

With Hong Kong now pulling ahead of Switzerland as the world's largest cross-border financial hub, it seems appropriate for this news service to interview a firm right in the centre of the action in the Asian ci...

Company Profiles
29 June 2026

Trusted Relationships, Not Transactions – In Conversation With Meta Octav

WealthBriefing recently visited the Geneva-headquartered boutique advisory and fiduciary firm that also has a licensed business in Hong Kong. After a busy period of setting up and running the new business, WB fo...

Company Profiles
29 June 2026

"Organic" Is Growth Watchword For Mirabaud's UK Wealth Business

This news service recently sat down with the head of the UK business arm of Mirabaud Wealth Management to discuss the approach to growth, the impact of recent changes in the UK tax and economic scene, and more. ...

Compliance
25 June 2026

Adverse Media Checks A Major Compliance Task, Puts Spotlight On Tech

In this article, we talk to smartKYC, an enterprise solution for KYC due diligence automation. One important field is adverse media screening, and the ways that technology can assist in sifting through a mass of...

Client Affairs
24 June 2026

Wealth Managers Discuss Brexit Impact 10 Years On

On the 10-year anniversary of the Brexit referendum this week, Hetal Mehta, chief economist at UK wealth manager St James’s Place, together with other wealth managers, discussed the economic and investment imp...

Client Affairs
8 May 2026

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. ...

Latest News

Financial Results
22 July 2026

EFG International Profit Rises 5 Per Cent; Assets Over SFr200 Billion

The Swiss group reported half-year figures and the completion of an acquisition that took its AuM total above the SFr200 billion mark in July. ...

People Moves
22 July 2026

Multrees Names New Deputy CEO

The new deputy CEO brings an exceptional blend of commercial insight, sector knowledge and operational discipline to contribute to the firm’s growth. ...

People Moves
22 July 2026

Who’s Moving Where In Wealth Management? – State Street, Keyridge AM

The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the Middle East and select international locations. ...

Client Affairs
22 July 2026

A New UK Chancellor, And Cost Of Living In Focus – Wealth Sector Reactions

Financial markets proved relatively resilient on the arrival of a new UK Prime Minister in this week. Yesterday, gilt yields were down a touch and sterling held steady. Andy Burnham is the seventh occupant of th...

Offshore
22 July 2026

Peace, Passport Strength Go Together – Survey

The 20th edition of the index shows that average visa-free access has nearly doubled since 2006, even as the Global Peace Index records its bleakest findings amid rising global conflict. ...

Financial Results
22 July 2026

ANALYSIS: Julius Baer Strong Results Take Time To Cheer Investors

We take a look at the results announcement of Switzerland's second-largest bank and with a footprint in a number of jurisdictions. It reported record profit and strong net new money, but the market did not quite...