News, Comment & Analysis results for Archive

Emerging Markets
8 January 2026

Saudi Arabia's Rule Relaxation Booster For Stocks, Not A "Game Changer" – Fund Manager

The fund management house noted that the change comes as the Middle East nation cultivates a number...

Surveys
8 January 2026

UK Financial Advisors Bracing For Increased Market Volatility In 2026 – Survey

New research from Wesleyan, a Birmingham-headquartered mutual, was released this week, revealing...

People Moves
8 January 2026

Switzerland's Maerki Baumann Names New CIO

The new CIO, who has been with the firm since 2018, has played a key role in shaping the private...

Investment Strategies
8 January 2026

It's A Lot Easier To Advocate Gold Than Before – Industry Veteran

Written off decades ago as a "barbarous relic," a mix of geopolitics, changing financial conditions...

Alt Investments
8 January 2026

Private Markets Keeping Up Momentum Into 2026 – Aberdeen Investments

Aberdeen Investments has released its "Private Markets House View," showing that private markets...

People Moves
8 January 2026

Who's Moving Where In Wealth Management? – VG, Simmons & Simmons, Bentley Reid, STEP

The latest moves in wealth management and adjacent sectors in the UK, rest of Europe, Middle East...

Compliance
7 January 2026

Compliance Corner: Saudi Arabia Lifts Investment Restrictions On Foreigners

The latest compliance news: regulatory developments, punishments, guidance, permissions and...

People Moves
7 January 2026

Lombard Odier Names Head Of Sales, Switzerland

The new head of sales for Switzerland has had a career spanning 25 years in senior roles at...

Banking Crisis
7 January 2026

UBS Sells $3 Billion Of AT1 Bonds – Media

Additional Tier 1 bonds are a form of "bail-in" instrument designed to avoid taxpayers being...

Investment Strategies
7 January 2026

Wealth Managers Positive On Emerging Markets, AI, Gold, Defence

After emerging market equities outperformed many developed markets in 2025, led by a broad rally in...

Comment & Analysis results for Archive

Tax
1 July 2025

Non-Dom Businesswoman Voices Anger, Plans Exit As UK Rules Change

We talk to a businesswoman, TV personality, academic and author about her annoyance, and...

Philanthropy
17 June 2025

New Report On Philanthropy, Ethical Investment

The state of HNW philanthropy throughout the world today – WealthBriefing's ground-breaking...

Family Office
23 May 2025

The Hard Realities Of Family Office Economics – In Conversation With Stonehage Fleming

Family offices are a hot topic, and many UHNW families want to create them, but going solo is an...

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...

Compliance
18 March 2025

Transparency International – The Latest Lessons For Wealth Managers

Transparency International's recently-published Corruption Perceptions Index, used by compliance...

Client Affairs
12 March 2025

Wealth Asset Allocators: We Need To Talk About Defence

With geopolitical shifts of the magnitude of the US stance on Ukraine, Russia and other events...

Strategy
28 February 2025

Private Banks' Onboarding Limitations Revealed – And How To Fix Them

Client onboarding in private banking is riddled with inefficiencies – not just for high-risk...

Technology
19 February 2025

The Soaring Trend Of AI "Co-Pilots" In Wealth Management

We hear much commentary today about the use of AI "co-pilots" in financial services. What do they...

Company Profiles
13 February 2025

A Fund For All Seasons: Mixing Investment Styles At UK's Nutshell

A City financial trading background, added to a disciplined investment mindset, appears to be...