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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

People Moves
22 May 2026

UBS EMEA Wealth Head To Swap Zurich For Middle East

The bank said latest moves "underscore" its commitment to the Middle East region. ...

Financial Results
22 May 2026

Julius Baer's AuM Edges Higher; Expects "Substantially Higher" Profit, But Shares Fall

Among the details, the bank reconfirmed its net new money target of 4-5 per cent by 2028, and said it expects to deliver a net profit, on IFRS terms, that is far higher than in the first half of 2025. Shares fel...

Financial Results
22 May 2026

UK's Close Brothers Expects Operating Loss To Be Lower Than Earlier Guidance

The London-listed UK bank, beset by the country's motor finance misselling affair, issued a trading statement update on its progress. ...

People Moves
22 May 2026

Columbia Threadneedle Investments' CIO To Retire, Interim Successor Named

The asset management group said the CIO who has spent more than three decades at the firm will stand down at the end of June. ...

Technology
22 May 2026

Digital Digest: The Latest Tech News – State Street Investment Management

The latest technology news in the wealth management sector from around the world. ...

Financial Results
22 May 2026

Musk's SpaceX Publicly Files Blockbuster IPO – A Potential Record-Breaking Liquidity Event

The potentially record-breaking IPO is likely, among other effects, to create a fresh cohort of wealthy individuals at SpaceX who have equity in the business. ...