News, Comment & Analysis results for SEC

Family Office
14 January 2025

Türkiye's Family Office Sector Potential

We talk to a younger face of the multi-family office world – in Türkiye (now known as Turkey)....

Surveys
4 September 2024

Affluent Prioritise Financial Security; Fret Over Health, Rising Costs – HSBC

HSBC has just released its 2024 Quality of Life survey exploring what a good quality of life means...

Strategy
30 May 2024

Mass-Affluent, Lower HNW Market – Are Wealth Managers, Banks Cracking The Code?

In this news analysis, the editor examines whether firms have figured out decisively how to cater...

Compliance
15 March 2024

EFG International Settles Sanctions Cases With US

In three episodes, the firm processed 873 securities-related transactions – totalling...

Strategy
2 November 2023

Risk, Compliance Professionals Want AI, Barriers Create Problems – Study

There seems to be little doubt that people working in sectors such as banking and finance want to...

Uncategorised
24 November 2022

Public Registers Of Beneficial Ownership Violate Human Rights – EU Court

The Court of Justice of the EU has stated that it is invalid to use public registers of beneficial...

Asset Management
23 June 2022

Global Slowdown; Opportunities In China – Carmignac

Faced with increasing challenges, asset manager Carmignac, discusses the global outlook for the...

Strategy
24 February 2022

Wealth Managers' Challenge Over Talent Gaps, Rising Costs – Multrees CEO

We talk to Chris Fisher, CEO of Multrees, about the cost pressures, fight for talent and other...

Comment & Analysis results for SEC

Asset Management
7 April 2025

The Forces Shaping Singapore's, Asia's EAM Sector

This news service prides itself on its coverage of external asset managers, family offices and...

Company Profiles
18 March 2025

An Urgent Need To Take Protection Vs Physical, Cyber Threats Up A Level

We talk to experts in physical and cyber security catering to the needs of wealthy individuals. In...

Investment Strategies
18 November 2024

US Equities, Dollar Delivers Ringing Endorsement Of Trump. What Now? – WELREX - Part 2

We publish the second part of this analysis which examines the implications of the US presidential...

Company Profiles
31 July 2024

With Big Event Security Under Spotlight, Have A Plan – Global Guardian

Amidst all the fun and spectacle of great sporting events and cultural festivals, a difficult...

Offshore
1 July 2024

The Bahamas: A Complete And Compelling Choice – Part 1

The document has been put together by the Caribbean jurisdiction's financial services sector...

Offshore
17 April 2024

How Citizenship/Residency-By Investment Programmes Evolved - And What's Next

A marker for globalisation and the degree of unfettered movement that people enjoy, the market for...

Strategy
19 February 2024

IQ-EQ Says US Wealth, Family Offices Sector Holds Big Opportunities

We talk to the group about its views on the potential, and the needs, of sectors such as US family...

Wealth Strategies
15 February 2024

Money Market Funds Get Chance To Shine

A variety of forces have encouraged large inflows into money market funds, for example in the US....

Philanthropy
2 February 2024

Making An Impact - In Conversation With Big Issue Group's Nigel Kershaw

WealthBriefing talks to a prominent figure in the UK philanthropy/impact investing world, involved...

Philanthropy
26 January 2024

Taking Risks Out Of Philanthropy

We talk to law firm Farrer & Co and a lawyer working in the charities area about the kind of themes...