News, Comment & Analysis results for Archive
One-Off Effects Dent Julius Baer IFRS Net Profit For 2025; Underlying Earnings Gain
Underlying pre-tax profit showed a notable improvement from 2024. The headline figure was affected...
Trump Nominates New Fed Chair – The Wealth Management Verdict
Thought of as being possibly more open to further interest rate cuts, Kevin Warsh has also had a...
Senior UBS Family Office, UHNW Client Services Figure Expands Role
In December last year, the Swiss firm made changes to its operating model, including the...
Private Wealth Channel Shines In Blackstone's 2025 Results
As some traditional investors in private markets became fully allocated, large players in the...
The UK-China Whisky Deal Adds To Trade Momentum
UK Prime Minister Sir Keir Starmer and Chinese President Xi Jinping said that they had reset...
Deals Of The Day: The Latest In Wealth Management M&A – Titan Wealth, IWP, Carne Group, Permira
The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...
Compliance Corner: Crown Agents Bank, Abu Dhabi Global Market, UAE, Scotland
The latest compliance news: regulatory developments, punishments, guidance, permissions and...
EXCLUSIVE: UK's Weatherbys Appoints Fintech Expert; Explains Private Bank Strategy
As well as exclusively reporting on a senior appointment at the UK bank today, WealthBriefing also...
Deals Of The Day: The Latest In Wealth Management M&A – Titan Wealth, Sound Financial Management
The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...
Wealth Managers Continue To Increase Emerging Market Exposure
After emerging market equities outperformed developed ones in 2025 and as investment managers seekk...
Comment & Analysis results for Archive
How Can HNW Individuals Benefit From Litigation Funding Boom?
Litigation funding is an area that can make headlines when a major court case hits the headlines....
New BVI Act Provides Clarity On Virtual Assets
In December, legislation was introduced in the British Virgin Islands for virtual assets. The...
Exclusive: Wealth Management 2.0 – The Big Opportunity That Only Technology Can Deliver
Camille Vial, who is the CEO of Mirabaud, the Swiss private bank, and Max Chuard, CEO of Temenos,...
The Mauritius-Dubai Connection Holds Big Potential – MCB
We talk to Mauritius Commercial Bank about its foray into the Middle East and its Dubai operations....
Emerging Markets In 2023: Short-Term Pain Before Long-Term Gains
LGT Wealth Management joins the chorus of firms talking about investment issues and challenges at...
Focus On Investment Opportunities In India – Lombard Odier
Stéphane Monier, chief investment officer at Swiss private bank Lombard Odier in Geneva, discusses...
The Power Of Nuptial Agreements In English Courts
As the authors of this article explain, nuptial agreements are not automatically binding in the...
Editorial Comment: Danske's Dirty Money Settlement Shows Complacency Isn't An Option
We reflect on how, at the end of 2022, US and Danish regulators imposed a $2.06 billion settlement...
Asset Allocation For Philanthropists Gets Tough
Rising inflation, falling stock markets, pleas for help and donors' own financial constraints mean...
Handling Harassment: Rights, Wrongs For HNW Families
Intrusive and unwanted communication can be alarming and upsetting. If something feels wrong, it is...