News, Comment & Analysis results for Archive

Compliance
9 July 2026

Compliance Corner: Dubai Regulators Eye Revamp To Collective Funds Regime

The latest compliance news: regulatory developments, punishments, guidance, permissions and...

Alt Investments
9 July 2026

If Armed With More Insight, Asia-Based HNW Women Would Raise Alternatives Exposure – Survey

Asia's high net worth women are eager for education about alternative investments, a survey says. ...

People Moves
9 July 2026

Barclays In Singapore Names NRI Head For Private Bank

The newly-appointed figure will lead the continuing expansion of its NRI franchise in the APAC...

Surveys
8 July 2026

Zurich Ranked Second In Top Ten Most Expensive Cities In 2026, After Singapore – Julius Baer

Swiss private bank Julius Baer has published its Global Wealth and Lifestyle Report 2026, delving...

People Moves
8 July 2026

RBC Appoints Co-Chief Executives For Europe Business

The new co-CEOs, already employed at the bank, are part of a build-out of its services, the group...

New Products
8 July 2026

Schroders Wealth Management Launches New Global Service

The new offering has gone live in the UK and Switzerland, and will do so in Asia later this year....

Compliance
8 July 2026

Compliance Corner: Bitcoin Suisse, Abu Dhabi

The latest compliance news: regulatory developments, punishments, guidance, permissions and...

New Products
8 July 2026

What's New In Investments, Funds – Dimensional Fund Advisors Launches MPS

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

Alt Investments
8 July 2026

EXCLUSIVE: Clearing A High Hurdle Is No Big Sweat For Zenith Alpha

WealthBriefing recently spoke to the founder of an equities multi-manager fund and investment...

Market Research
7 July 2026

A New Measure Wealth By Wellbeing Guide Redefines How Financial Success Is Measured

The B Corp-certified financial planning firm First Wealth has published a guide to its Measure...

Comment & Analysis results for Archive

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...

Investment Strategies
1 August 2024

Stonehage Fleming Leans Into Tech, Healthcare

A desire for delivering above-average organic growth, and firms that have a strong culture and...