News, Comment & Analysis results for Archive

People Moves
13 January 2026

Who’s Moving Where In Wealth Management? – Charles Russell Speechlys, Vontobel, Others

The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...

People Moves
12 January 2026

Who’s Moving Where In Wealth Management? – Sucden Financial

The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...

Financial Results
12 January 2026

7IM Secures Record Net Sales In Q3 2025

London and Edinburgh-headquartered tech-driven wealth and investment management firm 7IM has...

Alt Investments
12 January 2026

Hedge Funds Earn Strongest Calendar Year Returns Since 2009

With their traditionally high fees, hedge funds haven't always lived up to their marketing hype....

Tax
12 January 2026

UK Inheritance Tax Squeeze Accelerates Business Transfers

The survey adds to a picture of UK business owners changing their behaviour – in some cases even...

Investment Strategies
12 January 2026

Chinese, US Consumers Critical To The Luxury Goods Sector In 2026 – Berenberg

German-headquartered investment bank and boutique asset manager Berenberg has published its 2026...

WM Market Reports
12 January 2026

EXCLUSIVE: BWC Benchmarking Study Gives Data "Treasure Trove" On UK Wealth Industry

A new report on the UK private banking, wealth management and brokerage sector gives unrivalled...

Wealth Strategies
9 January 2026

OPINION OF THE WEEK: What Asset Allocators Have On Their Plate This Year

The editor takes a brief look at the sort of considerations in play for wealth managers seeking to...

Investment Strategies
9 January 2026

Investors "Too Optimistic" On Future Earnings Growth – Bank J Safra Sarasin

When looking for equities, investors must consider whether AI is going to boost growth sufficiently...

People Moves
9 January 2026

Who’s Moving Where In Wealth Management? – Tyndall, Allspring, 7IM, Wealth Club, Others

The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...

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...