News, Comment & Analysis results for Archive

People Moves
24 April 2026

Fundpath Expands Into Switzerland As Firm Marks Fifth Birthday

The business, founded in 2021, is part of an expanding fund information industry that has benefited...

Alt Investments
24 April 2026

Hedge Funds Continue Inflows Amidst Geopolitical Turbulence

As investors seek options for deploying assets when markets and geopolitics appear confusing, hedge...

Strategy
24 April 2026

Citigold Private Clients Get Education Planning Services

The new partnerships highlight how helping with areas such as children's education choices can be...

Asset Management
24 April 2026

What's New In Investments, Funds? – Lombard Odier Expands Platform

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

Strategy
24 April 2026

New Bank Models Can Profit As Traditional Lender Hikes Threshold

We talk to Monument, a "challenger" bank or "neobank" that has targeted a mass-affluent segment...

New Products
24 April 2026

What's New In Investments, Funds? – Lombard Odier Holds First Closing On Fund

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

Banking Crisis
23 April 2026

Switzerland Tweaks Capital Rules, Sector Remains Fearful Over Competitiveness

Although lawmakers in Berne have adjusted planned capital rules that the bank sector has welcomed,...

Philanthropy
23 April 2026

Raffles Family Office Puts Philanthropy Activities On Single Platform

In its initial stages, the RFO Foundation will concentrate on education, talent development and...

People Moves
23 April 2026

Who’s Moving Where In Wealth Management? – Smart Wealth, Mediolanum, ABN AMRO

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

Surveys
23 April 2026

Global Wealth Creation Accelerates – Frank Knight

Knight Frank, a London-headquartered global property consultancy, released its 20th edition of The...

Comment & Analysis results for Archive

New Products
6 February 2025

Private Aviation's Investment Allure Weathers Turbulent Times

Rising wealth, discontent with the irritations of routine commercial flights, and the desire to...

Investment Strategies
19 December 2024

2025 Private Credit Predictions: An Expert Perspective

A 26-year veteran of the alternative investments sphere – including private credit – explains...

Offshore
9 December 2024

The Bahamas: A Complete and Compelling Choice 2024

This publication carries a spread of articles and insights about the Caribbean jurisdiction. ...

Investment Strategies
18 November 2024

US Equities, Dollar Delivers Ringing Endorsement Of Trump. What Now? – WELREX - Part 2

We publish the second part of this analysis which examines the implications of the US presidential...

Investment Strategies
14 November 2024

US Equities And Dollar Have Delivered Ringing Endorsement Of Trump. What Now? – WELREX - Part 1

The first in a two-part detailed analysis about what the financial markets could do in the next...

Alt Investments
4 November 2024

In Troubled Times, What's The Investment Case For Fine Alcohol?

Whether it is fine wine, whisky or cask tequila, there is a case, so advocates for investing say,...

WM Market Reports
15 October 2024

WealthBriefing's Tech And Ops Trends In Wealth Management Research Report

The annual report is an important part of the work that the publisher of this website does in...

New Office
8 October 2024

The Bahamas: A Complete And Compelling Choice - Part 2

This document sets out areas that continue to preoccupy financial services professionals working in...

Tax
1 October 2024

Non-Doms, Fairness And Family Enterprise – In Conversation With Philip Marcovici

While debate appears open on whether and how the UK's non-dom system will disappear, we talk to a...

Strategy
10 September 2024

With Outsourced CIO Models, There's No Substitute For Experience – SEI

We talk to the Oaks, Pennsylvania-headquartered firm about its outsourced CIO business and the...