News, Comment & Analysis results for Archive

Financial Results
6 February 2026

Switzerland's Vontobel Reports Rise In 2025 Net Profit

Among other developments, the Zurich-listed firm said it is continuing to build out its private...

Compliance
6 February 2026

Swiss Private Bank Secures Abu Dhabi Regulatory Approval For Branch

The bank said it wants to support crypto and blockchain companies by offering access to...

Investment Strategies
6 February 2026

EXCLUSIVE: SuMi TRUST, Amundi, Invesco Positive On Japanese Equities, Ahead Of A Snap Election

With a snap election in Japan on 8 February, SuMi TRUST, a large Japanese asset manager, talks with...

M and A
6 February 2026

Law Firms Taylor Wessing, Winston & Strawn Forge Transatlantic Merger

With one group based in the UK and the other headquartered in Chicago, the merger builds an...

People Moves
6 February 2026

Who’s Moving Where In Wealth Management? – Maven Capital Partners, Equiom

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

New Products
6 February 2026

What’s New In Investments, Funds? – BlackRock Aladdin

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

Investment Strategies
6 February 2026

Majedie Investment Trust's Manager Sees Opportunities Outside US

Experts at London-headquartered Marylebone Partners, the investment manager for the Majedie...

Awards
6 February 2026

EXCLUSIVE: Winners Of The WealthBriefing Swiss Awards 2026

This is the thirteenth time these annual awards in Switzerland have been unveiled. ...

Financial Results
5 February 2026

Fourth Quarter 2025 Net Income Rises At BNP Paribas; Lifts Targets

The French banking group has lifted a number of its targets, such as return on equity, and...

People Moves
5 February 2026

Who’s Moving Where In Wealth Management? – Edmond de Rothschild, Sparrows Capital, Others

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

Comment & Analysis results for Archive

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...

Alt Investments
21 March 2023

In Tough Times, Private Market Secondaries Can Shine

The venture capital, private equity and other parts of the "private markets" space have been jolted...