News, Comment & Analysis results for Archive

Strategy
23 March 2026

In Unsettled Times, US HNW Citizens Ponder Foreign Options

We talk to an advisor about the issues confronting those thinking of moving outside the US, or...

Financial Results
23 March 2026

Edmond de Rothschild AuM Hit Record High In 2025

Geneva-based private banking group Edmond de Rothschild reported strong growth in 2025, driven by...

People Moves
23 March 2026

Who’s Moving Where In Wealth Management? – Equiom

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

People Moves
20 March 2026

CEO of DWS Appointed To Deutsche Bank's Management Board

For DWS, the appointment its CEO as a Deutsche Bank management board member offers the opportunity...

Investment Strategies
20 March 2026

Middle East Conflict Causes Central Banks To Hold Rates

After central banks kept interest rates unchanged this week, wealth managers discuss the impact on...

People Moves
20 March 2026

Citi Wealth Adds Senior Figure To EMEA Client Solutions Team

Formerly with BNY, the banker will work at the US firm's Dubai office. ...

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...

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...