News, Comment & Analysis results for Archive
From The Editor’s Chair: Geopolitics, M&A, Private Market Wobbles And Wealth In Motion
The editor casts his eye back at the tumultuous first quarter of this year and gives a glimpse of...
Julius Baer's CFO To Step Down
The departing CFO will remain with the bank until the year-end to ensure a smooth handover of...
New Liechtenstein-Based Bank Starts Up
The European principality is home to a new bank with a focus on digital assets – added to more...
Middle East Conflict: Wealth Managers Upbeat On Gold, Diversification
After the two-week ceasefire between the US and Iran caused oil prices to slide, wealth managers...
Who’s Moving Where In Wealth Management Sector? – Evelyn Partners
The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...
Hong Kong Grants Stablecoin Issuer Licences
Hong Kong is seeking to promote its credentials as a stand-out centre for digital assets. As part...
Who’s Moving Where In Wealth Management? – Premier Miton Investors
The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...
Switzerland Tops Jurisdiction List For Risk Readiness
Geopolitics and moves by some governments to squeeze HNW individuals over tax, trade disputes and...
UBS Creates New Private Client, HNW Segment In UK
The Swiss bank has formed a new business area and expanded the role of one of its senior figures....
March Turmoil Hurts Hedge Fund Returns – HFR
As hedge fund managers might have said, "beware the Ides of March." The month – often associated...
Comment & Analysis results for Archive
Private Aviation's Investment Allure Weathers Turbulent Times
Rising wealth, discontent with the irritations of routine commercial flights, and the desire to...
2025 Private Credit Predictions: An Expert Perspective
A 26-year veteran of the alternative investments sphere – including private credit – explains...
The Bahamas: A Complete and Compelling Choice 2024
This publication carries a spread of articles and insights about the Caribbean jurisdiction. ...
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...
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...
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,...
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...
The Bahamas: A Complete And Compelling Choice - Part 2
This document sets out areas that continue to preoccupy financial services professionals working in...
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...
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...