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Latest Comment & Analysis

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. ...

Legal
5 May 2026

ANALYSIS: To Reform Or Leave Alone? – Non-Compete Clauses In 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...

Legal
5 May 2026

HNW Israel Divorce Court Case Uncovers Hidden Assets – Implications

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. ...

Strategy
12 March 2026

ANALYSIS: The Private Banker In The AI Era – Impact For Clients, Advisors

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...

Wealth Strategies
2 March 2026

Can AI Turbocharge Behavioural Finance?

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 ...

Compliance
23 February 2026

ANALYSIS: “Ground-breaking” Swiss-UK Financial Pact – How Will It Boost Business?

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.  ...

Latest News

Strategy
24 June 2026

Vistra Flexes Latin American Business Muscles

The launch follows the group's acquisition of a Latam business late in 2025. ...

Market Research
24 June 2026

Japan, A Bright Spot In APAC’s Private Equity Landscape – Preqin

Preqin, a UK-headquartered financial data provider for alternative assets, acquired by BlackRock in 2025, has published its APAC Private Markets in 2026 report. It highlights that regional dynamics, selectivity ...

Technology
24 June 2026

Using Tech To Expose Hidden Financial Harms

Economic abuse and coerced debt – part of a number of vulnerabilities that UK legislation is designed to prevent and punish – aren't easy problems to solve if advisors don't know where the sources are, who i...

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...

M and A
24 June 2026

US Investment House Buys Minority Stake In Australian Wealth Boutique

The business in which the stake is being taken was founded in 2017 and manages A$6.6 billion ($4.58 billion) in client assets. ...

People Moves
24 June 2026

Who's Moving Where In Wealth Management? – Blackfinch, Carey Olsen, Chikara Investments

The latest senior appointments, moves and personnel changes in wealth management for the UK, mainland Europe, select jurisdictions in the region, and the Middle East. ...