News, Comment & Analysis results for Archive

Financial Results
8 April 2026

Close Brothers Can "Comfortably" Absorb UK Motor Finance Redress Programme

The comments appeared to have significantly boosted Close Brothers' share price. ...

M and A
8 April 2026

LGT Capital Partners Boosts VC Capabilities In US

The firm, which is headquartered in Switzerland, said boosting its venture capital platform in the...

People Moves
8 April 2026

Who’s Moving Where In Wealth Management? – Attivo, RAQUEST, Edmond De Rothschild

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

M and A
8 April 2026

ING Abandons Sale Of Russian Business

The Dutch group's move to sell its Russian business has been called off. ING reiterated that it...

New Office
8 April 2026

Vontobel Expands Germany Footprint

The firm has announced that it is opening a new centre in Düsseldorf and said it continues to seek...

Strategy
8 April 2026

Switzerland-Based SpeciTec's Mission Goes Beyond Technology – CEO

We talk to Switzerland-headquartered SpeciTec, sponsor of this news service's recent awards...

People Moves
7 April 2026

Farro Capital Expands Leadership Across Middle East, Asia

The firm said it is investing in a business to back up its convictions across significant wealth...

People Moves
7 April 2026

Generali Asset Management Proposes New CEO, Nominates General Manager

The firm's current CEO is scheduled to depart at the end of April. ...

Tax
7 April 2026

Widening UK "Uncertain Tax Treatment" Regime Is Potential "Disaster" – Lawyer

In a bid to narrow a "tax gap," the UK government wants to expand powers used to handle legal...

New Products
7 April 2026

What’s New In Investments, Funds? – SuMi TRUST

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

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...