News, Comment & Analysis results for Archive

People Moves
5 March 2026

Who's Moving Where In Wealth Management? – RBC BlueBay AM, MSCI

The latest wealth management senior moves in the UK, mainland Europe, select IFCs and...

Awards
5 March 2026

EXCLUSIVE: Winners Of Swiss EAM Awards 2026

Here are the winners of this year's Swiss external asset managers awards programme. A ceremony was...

Tax
4 March 2026

UK Spring Statement On Public Finances, Taxes Leaves Wealth Managers Unmoved

In general, wealth managers were pleased at no surprises in this statement – a relief following...

Asset Management
4 March 2026

UK Squeeze On Retail Savings Highlights Money Market Funds' Appeal – Aviva Investors

The investment group is one of the players in the field of money market funds – a large market in...

M and A
4 March 2026

Deals Of The Day: The Latest In Wealth Management M&A – New York Life IM, Candriam, Kartesia, Others

The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...

Asset Management
4 March 2026

What's New In Investments, Funds? – Altaroc, Three Hills

The latest news in investment offerings, financial products and other services relevant to wealth...

Client Affairs
4 March 2026

Female Representation Reaches 42 Per Cent On Investment Trust Boards – AIC

In the run up to International Women’s Day on 8 March, the UK’s Association of Investment...

Financial Results
4 March 2026

VP Bank Reports 2025 Profits Surge, Sees "Challenging Environment"

The bank reported a surge in bank profits, and said it will continue to concentrate on enhancing...

Surveys
3 March 2026

Equities Have Beaten Bonds Since 1900 – UBS Yearbook

UBS Investment Bank and UBS Global Wealth Management’s chief investment office has released its...

Alt Investments
3 March 2026

Private Market Secondaries Trend Takes Italian Turn

The move is yet another example of how the market for "secondaries" funds continues to gain ground,...

Comment & Analysis results for Archive

Compliance
19 September 2025

From Cryptos To Singapore’s COSMIC World – New Frontiers In Compliance

This news service discusses establishing sources of wealth, the challenge of cryptos in a market...

Strategy
1 September 2025

Swapping Singapore For London – Reflections From Lombard Odier's Vincent Magnenat

A senior private banker for Lombard Odier, working for many years in Singapore, has made the move...

Wealth Strategies
27 August 2025

BNY Investments Insights On Global Credit Markets

Here is a new offering from BNY Investments in conjunction with this publication. ...

Wealth Strategies
31 July 2025

Spotlight On Rise In Guernsey’s Private Wealth, South Africa Connection – FNB

As First National Bank celebrated its 10-year milestone in Guernsey and unveiled a new office this...

Art
16 July 2025

Fires, Floods And Other Hazards: Managing Risks To Fine Art

This news service recently talked to the head of art advisory of Citi Wealth – appointed to the...

Asset Management
7 July 2025

Index Investing Has A "Reconstitution" Problem: How To Fix It

We talk to Dimensional Fund Advisors about why index investing in the conventional sense raises a...

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...

Investment Strategies
17 April 2025

After Post-Tariff Market Rout, Let's Talk About Behavioural Finance

There are many conversation points stemming from the large market selloffs that occurred in the US...