News, Comment & Analysis results for Archive

Investment Strategies
14 July 2026

China's Exports Can Continue Driving GDP, Real Estate Loses Prominence – EdR

A challenge for China has arguably been unsustainable property sector growth and the ensuing...

People Moves
14 July 2026

Who’s Moving Where In Wealth Management? – Vanguard, BKL, Franklin Templeton

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

People Moves
14 July 2026

Summary Of Senior Moves In Wealth Management – April 2026

A global roundup of all the senior executive moves, appointments and personnel changes in the...

People Moves
14 July 2026

Schroders' Wealth Arm Continues C-Suite, Executive Changes

One of the most prominent arrivals at Schroders is that of former Standard Chartered, JP Morgan and...

People Moves
14 July 2026

Columbia Threadneedle Investments Names New UK Wealth Solutions Head

As the UK wealth market undergoes significant consolidation, Columbia Threadneedle Investments has...

Awards
14 July 2026

Nominations Open For Seventh WealthBriefing Swiss EAM Awards 2027

This publication is delighted to announce that its awards programme for Swiss external managers is...

Strategy
14 July 2026

Amidst Challenging Geopolitics, Malta Presses Case As Robust Jurisdiction

This news service recently met with the head of Malta's principal financial regulator to talk about...

People Moves
13 July 2026

Who’s Moving Where In Wealth Management? – Canaccord Wealth Names CIO; Greenberg Traurig

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

Surveys
13 July 2026

Family Offices Warm To Crypto Assets, But Hurdles Frustrate Them – Survey

Although, in many ways, bitcoin has become more mainstream – in terms of the involvement of banks...

Investment Strategies
13 July 2026

Wealth Managers Make Emerging Market Case, Shrug Off Conflict

Investment managers – St James's Place, Aberdeen Investments, Franklin Templeton Institute and...

Comment & Analysis results for Archive

Family Office
28 September 2023

Family Offices Aren't Shunning Risk, But Getting Smarter – Citi Private Bank

After its survey emerged a few weeks ago, Citi Private Bank spoke again to this news service about...

White Papers
21 September 2023

Winning Women In MENA: How Wealth Managers Can Help Further Female Empowerment

A new report from this news service, in partnership with First Abu Dhabi bank, explores what HNW...

Strategy
15 September 2023

Learning From The UK "De-Banking" Furore – A Modern Bank's Perspective

A new financial services firm that calls itself a "Coutts-Revolut" hybrid reflects on the recent...

Legal
31 August 2023

Learning The Legal Lessons From “Succession”

In this detailed analysis of legal questions generated by the HBO television drama, law firm Squire...

Wealth Strategies
30 August 2023

Taking A "Floating" Approach As Rates Rise

This news service talks to US-based New Mountain Capital about the benefits of holding...

Wealth Strategies
25 August 2023

Inflation, Rising Rates Put Behavioural Finance In The Frame

The discipline within economics known as behavioural finance continues to be important. The market...

White Papers
22 August 2023

Jersey Finance Report On Digital Assets, Crypto-Currencies

A new report, published with the island's financial promotional organisation, sets out the issues...

Investment Strategies
22 August 2023

Value And Growth – Japan’s Promise And Performance

This news service recently talked to a UK-based investment house that concentrates on Japanese...

Technology
21 August 2023

How AI Can Raise Wealth Management Game In The Gulf

With artificial intelligence technology gathering headlines and stirring controversy – and...

Alt Investments
4 August 2023

How "Evergreen" Approach Wins Friends For Private Markets

There appears to be something of a trend towards "perpetual" or "evergreen" fund structures that...