News, Comment & Analysis results for Archive

New Products
30 April 2026

What’s New In Investments, Funds? – Canaccord Wealth

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

People Moves
30 April 2026

FNZ UK Names New Group Head

FNZ, a global wealth management platform, has appointed former Rathbones chief operating officer as...

People Moves
30 April 2026

Lloyds Banking Group Names MD For Wealth Management, Family Office Coverage

Part of the reason for creating the role is the growing scale and institutionalisation of family...

Financial Results
30 April 2026

Statutory First-Quarter 2026 Pre-Tax Profit Jumps At Lloyds

The UK-listed bank reported a significant improvement in its statutory profit for the first quarter...

Investment Strategies
30 April 2026

Wealth Managers Stay Upbeat On Gold Despite Volatility

Although the gold price is down from its pre-US/Iran-war levels, Lombard Odier, together with other...

People Moves
30 April 2026

Standard Chartered’s Private Banking Vice Chair Is Stepping Down

One of the most senior figures at the banking group is stepping down. ...

Awards
29 April 2026

Formulas, Strategies Of Winners Of 14th WealthBriefing European Awards 2026 - "Acclaim"

Congratulations again to all our worthy winners. ...

Financial Results
29 April 2026

UBS Q1 2026 Profits Surge, Reiterates Cost Impact Of Proposed Swiss Capital Hike

Reporting a large rise in profit and rising assets in its wealth business, the Zurich-headquartered...

Financial Results
29 April 2026

Private Bank Profit Surges At Deutsche Bank In Q1 2026

A rise in revenues and cost drop helped the German lender report sharply improved profit results...

Real Estate
29 April 2026

Who’s Moving Where In Wealth Management? – JM Finn

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

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...