News, Comment & Analysis results for Archive

People Moves
22 May 2026

UBS EMEA Wealth Head To Swap Zurich For Middle East

The bank said latest moves "underscore" its commitment to the Middle East region. ...

Financial Results
22 May 2026

Julius Baer's AuM Edges Higher; Expects "Substantially Higher" Profit, But Shares Fall

Among the details, the bank reconfirmed its net new money target of 4-5 per cent by 2028, and said...

Financial Results
22 May 2026

UK's Close Brothers Expects Operating Loss To Be Lower Than Earlier Guidance

The London-listed UK bank, beset by the country's motor finance misselling affair, issued a trading...

People Moves
22 May 2026

Columbia Threadneedle Investments' CIO To Retire, Interim Successor Named

The asset management group said the CIO who has spent more than three decades at the firm will...

Technology
22 May 2026

Digital Digest: The Latest Tech News – State Street Investment Management

The latest technology news in the wealth management sector from around the world. ...

Financial Results
22 May 2026

Musk's SpaceX Publicly Files Blockbuster IPO – A Potential Record-Breaking Liquidity Event

The potentially record-breaking IPO is likely, among other effects, to create a fresh cohort of...

New Products
22 May 2026

What’s New In Investments, Funds? – The Fore, C Hoare & Co, Kester Capital

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

M and A
22 May 2026

Transatlantic Merger Deal Highlights Law Firms' Cross-Border Strategy

WealthBriefing caught up with two senior figures at Taylor Wessing to discuss their firm's recent...

People Moves
21 May 2026

Who’s Moving Where In Wealth Management? – Broadridge Financial Solutions, Maven Capital Partners

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

White Papers
21 May 2026

What Are The Most Potent AI Financial Hubs? DBS Tries To Answer

The Asian banking group has created a methodology for ranking financial jurisdictions by how fast...

Comment & Analysis results for Archive

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...

Compliance
24 February 2023

Foundations For Effective Corporate Governance

The author argues that UK regulatory expectations largely date back to the financial crisis. At...

Tax
21 February 2023

Soaring Inheritance Tax Receipts Highlight Need For Reform

Inheritance tax receipts are rising, and this suggests that tax brackets are capturing a wider...

Art
9 February 2023

Fine Art Finance – A Change Of Perspective For Your Collection

The international law firm gives a brief tour of the fine art investment landscape, a subject of...

Technology
6 February 2023

An Economic Era Of Data Democratisation?

The author of this article talks about the economic background of inflation and economic...

White Papers
3 February 2023

Achieving Digital Experience Goals With Technology

The author of this article – the second in a series – argues that even in difficult...

Technology
2 February 2023

Where Next For Banks And Digital Assets?

The rout in prices of cryptocurrencies and certain entities last year shook the sector and has left...

Offshore
1 February 2023

Dubai Government Doubles Down In Attracting Onshore, Offshore Wealth

We talk to the government in Dubai – at its economic and tourism department – about its...

Legal
30 January 2023

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....

Offshore
25 January 2023

New BVI Act Provides Clarity On Virtual Assets

In December, legislation was introduced in the British Virgin Islands for virtual assets. The...