News, Comment & Analysis results for Archive
HSBC Pre-Tax Profit Rises 23 Per Cent In H1 2026; Wealth Arm Helps Higher Income
The UK/Hong Kong-listed group reported a broadly positive set of results today. The lender said a...
Lombard Lending Disruptor Secures Another UK Partner
Otherwise known as Lombard lending, the business says it is disrupting the way that asset-backed...
Liechtenstein Beneficial Ownership Register Hit By Cyber Attack
After copies of data relating to 31,000 legal entities were unlawfully taken, the register has been...
Ocorian's Middle East Group Names Commercial Director
The newly-appointed figure will lead growth for Ocorian's private client business across the Middle...
Wealth Managers Weigh In On Central Banks' Rate Pause
After major central banks, the Bank of Japan, the Bank of England, the European Central Bank and...
Volatile Markets Demonstrate Active Management's Value, Wealth Managers Say
We look at the example of the high market volatility in an Asian country's equity markets, and...
Lombard Odier Bolsters Turkey Business, Hires Ex-UBS Figure
As the potential of the Turkish wealth management market grows, the Swiss private bank is...
ABN AMRO Completes €875 Million Dutch Bank Merger
The merger, which appears not to cover areas such as wealth management, covers markets in the...
Family Offices Increasingly Turn To Third-Party Specialists – Survey
Research among family offices managing a combined $119.37 billion found that a clear majority...
HSBC's Private Bank, Wealth Arm Still Favours US Equities, Dollar
After a period of sharp selling of semiconductor stocks and continued geopolitical volatility,...
Comment & Analysis results for Archive
ANALYSIS: The Evolving, Widening World Of Concierge
Delivery models and client demands continue to evolve in the area that can be loosely called...
OPINION OF THE WEEK: Beware Of AI Notetakers' Threat To Confidentiality
Lawyers can put confidentiality and privilege at risk if AI notetakers are used in meetings – one...
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...