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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. ...
Now in its fourteenth year, the WealthBriefing Swiss Awards 2027 programme, part of this publication's global series, is open for participants. ...
A new global study by Ocorian reveals that almost three quarters of those surveyed predict the levels of outsourcing cyber security to increase over the next three years. Around a fifth of family offices don't h...
The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the Middle East and select international locations. ...
The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...
One in four expect to retire on a lower standard of living, new research from UK wealth manager Rathbones reveals. Nearly a quarter of respondents said they will delay retirement to support children or grandchil...
Together with other wealth managers, Paris-headquartered Indosuez Wealth Management outlines its macroeconomic outlook and views asset allocation, highlighting a preference for US equities and emerging market on...