News, Comment & Analysis results for Archive
A Preview On WealthBriefing Swiss Awards - Video Interview
In this video interview, the global director for our awards series explains how these awards work,...
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. ...
Comment & Analysis results for Archive
New Research: An Update On Family Office Efficiency In Accounting, Investment Analysis
This news service is joining forces again with FundCount to examine how technology is making family...
As Swiss EAM New Regulation Deadline Looms, Banks, Others Eye Big Changes
At the start of 2023, external asset managers in Switzerland will live in a new regulatory...
Shining A Light On Risk, Returns With Performance Watcher
We talk to Performance Watcher by IBO, a Swiss organisation that uses an open-source model to...
Focus On Investment Opportunities In China – Chartwell Capital
As investors struggle to decide where to put their money, Ronald Chan, founder and CIO of Chartwell...
Tenth WealthBriefing Tech & Ops Trends Report
Here is our 2022 Technology and Operations Report, a regular overview of the trends affecting the...
Green Funds, Foundations And Other Qualities: The Guernsey Formula
This news service talks to the organisation that promotes the island's financial services sector...
Get Ready For More Assets To Be "Financialised"
We talk to a business using cryptocurrency and blockchain tools to make diamonds a more efficient...
Fossil Fuels And Transition: What's The Direction Of Travel?
A commentator on ESG and sustainability talks to this publication about the transition from fossil...
Havens Of Calm In Volatile Times: The Channel Islands
At last, after the lockdowns and restrictions have eased off, this news service spent time in...
Asia Has Less Envy And More People Striving For Wealth
Social envy of wealth is much lower in parts of Asia than in many European nations – arguably a...