News, Comment & Analysis results for Archive

Client Affairs
19 February 2026

Wealth Managers Eye Interest Rate Cuts As UK Inflation Falls

After the UK rate of inflation fell in January, as expected, wealth managers react on the impact...

Surveys
19 February 2026

Focus On European Reindustrialisation Wave – Aberdeen Survey

After 75 years of globalised, export-led production, Europe is realigning its industrial base for...

Art
19 February 2026

Abu Dhabi Launches Customs Duty Waiver For Art, Targets Family Offices, Ultra-HNW Segment

The move comes at a time when the Gulf region's fine art market – and the fees and assets...

Financial Results
19 February 2026

EFG Says IFRS Profit Rose Slightly In 2025; Asset Inflows Strongest Since GFC

Among the highlights of the results, the group said its asset inflows were at the highest pace...

Surveys
19 February 2026

Blackstone Optimistic About Private Markets – Study

Blackstone, with $1.3 trillion in assets under management, has released its latest “Advisor...

Compliance
19 February 2026

Compliance Corner: Morphic, Netherlands, MiCA

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

Awards
19 February 2026

EXCLUSIVE: Winners Of WealthBriefing WealthTech Americas Awards 2026

We are pleased to announce winners of awards that focus on wealthtech – now an established and...

M and A
18 February 2026

Italy's MPS Takes Full Control Of Mediobanca

The enlarged group will, among other areas, offer private banking and wealth management. Private...

New Products
18 February 2026

What’s New In Investments, Funds? – Columbia Threadneedle Investments

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

People Moves
18 February 2026

Who’s Moving Where In Wealth Management? – Vanguard, Ostrum AM, Taylor Wessing

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

Comment & Analysis results for Archive

Company Profiles
3 July 2023

UK's Walter Scott Steers Long-Term, Highly "Active" Course

We talk to a Scotland-based fund management house that puts big stress on what it regards as...

Trust Estate
26 June 2023

INTERVIEW: Wealth Managers Must Get Proactive About Handling Elder Abuse

This news service talks to a UK-based law firm about the problem of "elder abuse" – a term...

Practice Strategies
12 June 2023

Banking, Wealth Sector In Ferment – A Talent Management Overview

What makes a good wealth manager, and what are the skills and qualities in demand today, and what...

Strategy
22 May 2023

BOOK REVIEW: In Defence Of Capitalism, By Rainer Zitelmann

While unlikely to sway those already hostile to the free market economic system, this book puts a...

Company Profiles
13 April 2023

Avaloq Sees UK Opportunities From M&A, Tech Changes

Mergers and acquisitions, artificial intelligence, blockchain technology and secular drivers of...

Offshore
12 April 2023

Why Residency/Citizenship-By-Investment Visas Aren't Going Away

This news service speaks to a business that has offices in a number of jurisdictions – including...

Company Profiles
11 April 2023

Welrex Says Business Model Taps Need For Change

A new UK-based digital investment management platform for relationship managers, encompassing B2B...

Strategy
3 April 2023

GCC Countries’ Economic Dynamism Attracts Investors And Wealth

In the first of a series of articles, we look at trends in the GCC region's wealth management...

WM Market Reports
22 March 2023

Tech Traps Wealth Managers Must Avoid 2023

The latest edition of our regular "Tech Traps" reports. ...

Compliance
21 March 2023

Developments In Private Bank RegTech – Views From The Experts

Regulatory technology – software that a private bank has to use in order to produce information...