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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 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...
Lombard Odier and Alpha Japan have expanded access in Japan to Lombard Odier's global asset management solutions and strengthened pan-European distribution of specialist Japanese equity strategies. ...
Amundi, a Paris-based European asset manager with €2.4 trillion ($2.7 trillion) of assets under management, hosted an investor workshop in London last week focused on its business in Asia, one of the growth pr...
The survey examines what family offices around the world think of alternative investments and the risks involved. It continues a run of reports delving into areas such as private markets. ...
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. ...