News, Comment & Analysis results for Archive

Investment Strategies
20 March 2026

JP Morgan Private Bank Highlights Singapore Equity Market Benefits

Weiheng Chen, global investment strategist at JP Morgan Private Bank, explores how the Singapore...

New Products
20 March 2026

What’s New In Investments, Funds? – Hamilton Lane, Quaero Capital, S64, Ardian

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

Awards
20 March 2026

EXCLUSIVE: Winners Of WealthBriefing European Awards 2026

Congratulations to this year's worthy winners. ...

People Moves
19 March 2026

Connection Capital Names New CEO, Partner

Among the achievements of the new CEO, he delivered consistently strong double-digit net returns...

M and A
19 March 2026

EXCLUSIVE: UK Wealth Sector Consolidation Accelerated In 2025

The numbers bear out what a slew of news stories and developments show, which is that 2025 saw an...

People Moves
19 March 2026

Finastra Creates "AI Center Of Excellence," Names Chief

As the financial sector, such as private banking and wealth management, wrestles with potential AI...

Investment Strategies
19 March 2026

HSBC Private Bank Constructive On US, Asian Equities In Q2 2026

This week, HSBC Private Bank released its outlook for the second quarter of 2026 entitled...

Investment Strategies
19 March 2026

Investors Retreat From Risk, Move Into Cash – Bank Of America Survey

Unsurprisingly, a survey of what fund managers around the world think showed that they are moving...

People Moves
19 March 2026

Who’s Moving Where In Wealth Management? – DWS, Moonfare, Others

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

Surveys
19 March 2026

Italian Family Business Study – Younger Gen Mostly Outside The Boardroom

While many Millennials and Gen Z adults are involved in their family business, a small share of...

Comment & Analysis results for Archive

Company Profiles
7 July 2023

Monetary Metals Says Gold Yield Marketplace Fits Wealth Menus

Confounding the standard line that gold doesn't produce a yield, a business that uses gold to earn...

WM Market Reports
4 July 2023

BNP Paribas' Wealth Arm Builds German Business Momentum, Broader Growth Beckons

The Paris-based group, which operates in a number of countries, spoke to this news service about...

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...