News, Comment & Analysis results for Archive

People Moves
4 September 2025

Mirabaud & Cie Names New Head Of Investments

With more than 20 years in financial services, the new head of investments’ leadership skills,...

Investment Strategies
4 September 2025

UK Gilt Yields Rise – What Wealth Managers Are Saying

The rise in long-term UK government bonds will, without corrective action, push up borrowing costs...

Technology
4 September 2025

Digital Digest: The Latest Tech News – State Street, Apex Fintech Solutions

The latest technology news in the wealth management sector from around the world. ...

New Products
4 September 2025

What’s New In Investments, Funds? – Aberdeen, HSBC, Hamilton Lane, Others

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

People Moves
4 September 2025

VP Bank Names Singapore, Intermediaries Head

The Liechtenstein-headquartered group has named one of its own – and someone with more than two...

People Moves
4 September 2025

Wealth Boutique Appoints Ex-UBS Figure

The former UBS figure is joining Klay – a firm which provides wealth management, multi-family...

ESG
3 September 2025

Lombard International Investment Managers Targets More Sustainability Firepower

The move, if the deal is finally agreed and approved, will bolster LOIM's sustainable investment...

Surveys
3 September 2025

UK Investors Wary Of AI-Driven Advice; See Simple Tasks Potential – Survey

Research from Unbiased, a UK AI-enabled financial advice platform, shows that investors still...

People Moves
3 September 2025

Who’s Moving Where In Wealth Management? – Carne Group, RBC BlueBay AM

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

Surveys
3 September 2025

UK Financial Institutions Plan More AI investment – Lloyds Bank

UK-based Lloyds Bank has released artificial intelligence-focused findings from its annual...

Comment & Analysis results for Archive

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...

Company Profiles
29 January 2024

Fast-Moving GSB Flags Big Ambitions

We talk to a wealth management firm, based in Dubai, which is expanding into markets including the...

Philanthropy
26 January 2024

Taking Risks Out Of Philanthropy

We talk to law firm Farrer & Co and a lawyer working in the charities area about the kind of themes...

Alt Investments
23 January 2024

Japan's VC Sector Gathers Momentum

While Silicon Valley has hogged much of the limelight in VC, Japan's much smaller sector hasn't...

Company Profiles
23 January 2024

Legatum Eyes New Frontiers For Impact, Entrepreneurship

Philanthropy and impact aren't "nice-to-haves" for this firm but the main event – in fact the...

Company Profiles
19 January 2024

Milltrust Pivots Towards MFO Opportunities As Singapore's Wealth Swells

We talk to the firm about why it created the multi-family office, the case for the move in the...

Strategy
15 January 2024

IQ-EQ Taps Into Gulf Region's Wealth Bonanza

Shortly after announcing new operations in Abu Dhabi, the investor services group talked to this...

Company Profiles
12 January 2024

EXCLUSIVE: Finding Compliance Nuggets Amid 24/7 News Torrent

We talk to Dow Jones about the work it does in collating, screening and digesting a vast haul of...