News, Comment & Analysis results for Archive

People Moves
15 January 2026

Julius Baer Names New COO; Communications Head

Swiss private bank Julius Baer has announced organisational and leadership changes designed to...

Investment Strategies
15 January 2026

UK’s Rathbones Upbeat On Emerging Markets, ESG, Gilts In 2026

UK Rathbones Asset Management’s fund managers shared their investment outlook for 2026 at a media...

People Moves
15 January 2026

Who’s Moving Where In Wealth Management? – Sarasin & Partners, Harneys, Deutsche, Others

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

M and A
15 January 2026

Deals Of The Day: The Latest In Wealth Management M&A – Suntera Global, Titan Wealth, Innes Reid Investments

The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...

Alt Investments
15 January 2026

Liechtenstein Banks Create Covered Bonds Framework

Two of the main private banks in the tiny European principality have created an institute that will...

Compliance
14 January 2026

Regulatory Fines Up In APAC, Europe In 2025 – Fenergo

Dublin-headquartered Fenergo, a provider of digital solutions for client lifecycle management...

Financial Results
14 January 2026

Rise In JP Morgan Net Revenue In Q4 2025

The firm concluded 2025 with a strong fourth quarter, with each line of business performing well. ...

Compliance
14 January 2026

Compliance Corner: Leonteq, Germany Licence Extension

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

Investment Strategies
14 January 2026

Lombard Odier Outlines 10 Investment Convictions For 2026

Swiss private bank Lombard Odier sets out its views on the investment outlook and opportunities for...

New Office
14 January 2026

LGT Wealth Management Expands In Manchester

Like a number of wealth managers, UK wealth manager LGT Wealth Management has deepened its...

Comment & Analysis results for Archive

M and A
29 May 2024

Swiss Bank Consolidation Chatter Shows How Scale Dominates Thinking

Regardless of the truth of specific rumours and media stories, the idea that more Swiss banks might...

Technology
14 May 2024

Exclusive: FIS Focuses On AI’s Wealth Management Role

Russell Andrews, head of wealth and asset management EMEA, capital markets at Florida-headquartered...

ESG
9 May 2024

EXCLUSIVE: Spotlight On Regenerative Agriculture, Forestry – SLM Partners

Paul McMahon, a co-founder and managing partner of asset manager SLM Partners, discusses why there...

Offshore
17 April 2024

How Citizenship/Residency-By Investment Programmes Evolved - And What's Next

A marker for globalisation and the degree of unfettered movement that people enjoy, the market for...

Investment Strategies
5 March 2024

Managing Autocracy Risk Is Big Wealth Protector

A quick perusal of news headlines underscores why the risk of holding firms exposed to...

Strategy
19 February 2024

IQ-EQ Says US Wealth, Family Offices Sector Holds Big Opportunities

We talk to the group about its views on the potential, and the needs, of sectors such as US family...

Strategy
16 February 2024

Singapore's Seviora Capital Intensifies Focus On Asian Food, Agriculture

Asia, which is home to 60 per cent of the world’s population, will need to produce more using...

Wealth Strategies
15 February 2024

Money Market Funds Get Chance To Shine

A variety of forces have encouraged large inflows into money market funds, for example in the US....

Technology
5 February 2024

How T3 Experts See Artificial Intelligence

AI may not have dominated discussions at the recent annual T3 conference in Las Vegas, but...

Philanthropy
2 February 2024

Making An Impact - In Conversation With Big Issue Group's Nigel Kershaw

WealthBriefing talks to a prominent figure in the UK philanthropy/impact investing world, involved...