News, Comment & Analysis results for Archive
Wealth Managers Stress Defence Investment Trend
WealthBriefing attended the Guernsey Funds Forum 2026 in London last week – “The Next...
Pension Pots Face UK Inheritance Hit: Advisors Say Preparations Essential
The IHT net is widening to include private pensions that are not yet used – and those who aren't...
UK's Latest "Rich List" Renews UK Tax Squeeze Debate
The arguments over whether higher taxes on wealthy UK-based people are about fairness, or...
Who’s Moving Where In Wealth Management? – Clarion Wealth Planning, Norman K
The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...
What’s New In Investments, Funds? – State Street IM, Ninety One, Jupiter AM, Others
The latest news in investment offerings, financial products and other services relevant to wealth...
Compliance Corner: Ogier Global, British Virgin Islands
The latest compliance news: regulatory developments, punishments, guidance, permissions and...
Summary Of Senior Moves In Global Wealth Management – March 2026
A summary of all the main moves, appointments and personnel changes in the world's main wealth...
Warsh Confirmed US Fed Reserve Chair – Wealth Managers' Reactions
After the US Senate confirmed Kevin Warsh as chair of the US Federal Reserve this week, investment...
Private Markets Mature, Along With Stresses - Study
A new report points to rising maturation of the field, but also notes the stresses recently in the...
Japan's MSI Completes Minority Barings Equity Stake
The acquisition will help strengthen Barings' investment capabilities in areas such as credit real...
Comment & Analysis results for Archive
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...
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...
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: The Private Banker In The AI Era – Impact For Clients, Advisors
This news service's group editor (Tom Burroughes) and contributing editor for WealthBriefingAsia...
Can AI Turbocharge Behavioural Finance?
The field known as behavioural finance is not new – insights have been discussed for years. The...
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...
ANALYSIS: Evergreen Funds: Should Investors Be Wary? – Part 2
We continue to examine the pros and possible cons of evergreen funds for private markets, and the...
ANALYSIS: “Evergreen” Private Markets Funds; Should Investors Be Wary? – Part 1
This is the first article in a two-part feature that examines the rise of “evergreen” funds in...
ANALYSIS: Understanding Geopolitics To Gain Wealth "Alpha"
In this feature, we examine how international affairs, or geopolitics to put it another way, is a...
AITi Tiedemann Global Explains Investment Formula; Says Private Markets Have More Headway
We talk to the international multi-family office's investment chief about its approach to capturing...