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

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...

Strategy
9 March 2023

Exclusive: Biotech Sector To Take Off In 2023

Swiss-based BB Biotech’s head investment manager, Daniel Koller, talks to this news publication...

Asset Management
6 March 2023

Comgest's Mood Brightens For Europe, Asia Investments

After a strong start to global stock markets, Franz Weis chief investment officer at Comgest, a...

Offshore
6 March 2023

The Squeeze On Investment Visas – What Should Happen Now?

With these programmes, the subject of this interview says, the benefit is not just in the initial...

Trust Estate
3 March 2023

Challenges For Multi-Generational Families Over Succession

A take-home point from this article is that for multi-generational family firms to navigate...