News, Comment & Analysis results for Archive
Vontobel H1 2026 Profit Surges 87 Per Cent
The Swiss private bank and investment manager reported higher revenues and a lower cost base in the...
What’s New In Investments, Funds? – BlackRock, Phenix Capital Group
The latest news in investment offerings, financial products and other services relevant to wealth...
Advisor Consolidation, US-UK Dealflow Strong; Australia Offers Promise – Report
At the half-way point of 2026, a firm examines transaction trends for wealth management in three...
UK Defence M&A Sees Deal Surge In First Half 2026
Interest in the UK defence sector is rising, and valuations are continuing to trend upwards with...
Who’s Moving Where In Wealth Management? – William Blair, Canaccord Wealth, Margetts
The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...
UBP Highlights That Electrification, Regenerative Agriculture Is Gaining Ground In Middle East Conflict
At a Union Bancaire Privée Impact Media Roundtable this week, Mathieu Nègre, head of impact...
Second Quarter 2026 Net Income Rises Strongly At BNP Paribas
Assets under management across the group rose by 6 per cent from the end of 2025, and the wealth...
Moneta Group Targets UK's US Expat Market
The US-registered investment advisor, which oversees more than $50 billion, has partnered with a UK...
What’s New In Investments, Funds? – Fasanara Capital, Fina, William Blair
The latest news in investment offerings, financial products and other services relevant to wealth...
Private Markets Firm Goes Sailboat Racing
The private markets investment firm has become Emirates GBR's official private markets partner,...
Comment & Analysis results for Archive
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,...
"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...
Trusted Relationships, Not Transactions – In Conversation With Meta Octav
WealthBriefing recently visited the Geneva-headquartered boutique advisory and fiduciary firm that...
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...
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...
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...
HNW Israel Divorce Court Case Uncovers Hidden Assets – Implications
Lawyers comment on the implications of a recent divorce case in Israel where financial structures,...
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...
Fixing A Major Capital Mispricing On Women's Health – In Conversation With Maryann Umoren Selfe
A wealth management and private banking figure uses her understanding of structural mispricing in...
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...