News results for Archive

20 March 2023

Leveraging Artificial Intelligence’s Power In Investor Relations

The potential applications of AI in investor relations are vast, and players who make most use of...

Banking Crisis
18 March 2023

Speculation Grows On UBS Acquisition Of Embattled Rival - Report

A question mark about a UBS-Credit Suisse combination – which has been speculated on for some...

Asset Management
17 March 2023

Global ETF Sector Held $9.6 Trillion Of Assets At End-February

The rise of these index-tracking entities, which typically carry lower fees than conventional...

Alt Investments
17 March 2023

Exclusive: Focus On Growing Investment Market For Cask Whisky

Simon Aron, CEO and founder of Cask Trade talks to this news service about the growing investment...

17 March 2023

OPINION OF THE WEEK: Who’s Worse For Wall Street: Bernie Sanders Or Anti-ESG Republicans?

Our US correspondent looks at the pressures for and against ESG investing, a topic that has yet to...

Trust Estate
17 March 2023

The Leonard Cohen Forged Trust Lawsuit – The Lessons

Trust and estate disputes are increasingly commonplace, especially in the HNW community where there...

17 March 2023

Winners Of WealthBriefing Swiss Awards Explain Achievements In "Acclaim"

When a firm or person wins a WealthBriefing award, they don't just receive an engraved prize but...

17 March 2023

RBC Backs Photo London

The eighth edition of Photo London, taking place between 10 and 14 May 2023 at Somerset House,...

People Moves
17 March 2023

Who’s Moving Where In Wealth Management? – Solomon Capital Holdings, LeapFrog Investments, Others

The latest moves and appointments in wealth management in the UK, the rest of Europe, the Middle...

17 March 2023

EXCLUSIVE: Santander Cautiously Optimistic About Equities In 2023

Ben Covey, UK-based head of private banking at Santander, talks to WealthBriefing on the outlook...

Comment & Analysis results for Archive

Investment Strategies
10 January 2023

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...

Client Affairs
5 January 2023

Focus On Investment Opportunities In India – Lombard Odier

Stéphane Monier, chief investment officer at Swiss private bank Lombard Odier in Geneva, discusses...

4 January 2023

The Power Of Nuptial Agreements In English Courts

As the authors of this article explain, nuptial agreements are not automatically binding in the...

23 December 2022

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...

20 December 2022

Asset Allocation For Philanthropists Gets Tough

Rising inflation, falling stock markets, pleas for help and donors' own financial constraints mean...

12 December 2022

Handling Harassment: Rights, Wrongs For HNW Families

Intrusive and unwanted communication can be alarming and upsetting. If something feels wrong, it is...

White Papers
8 December 2022

Wealth Management: Technology Platforms, Competition In Challenging Economic Times

Every wealth manager is struggling with the key question of how to balance competing imperatives....

2 December 2022

Fractions Of Fine Art – In Conversation With Mintus

The $65 billion-plus fine art market hasn't been an easy one to penetrate for those who aren't...

Client Affairs
1 December 2022

HNW Individuals' Public Profiles Risk Reputation Threats

Social media and the constant flow of news puts HNW people under intense scrutiny. Here is an...

1 December 2022

The FTX Collapse: The Lessons

The author of this article argues that the failures with FTX are little to do with regulation or...