News, Comment & Analysis results for Archive

People Moves
14 October 2026

UK's Castlefield Names New CEO

The firm said the new CEO’s appointment forms part of a broader evolution of the senior...

People Moves
14 October 2026

Emissary Partners Hires Ex-CIA Analyst Among Four Senior Advisors

The London-based firm, which advises family offices on cross-border matters, has brought in...

Financial Results
14 October 2026

Net Income For Third Quarter 2026 Rises At JP Morgan

The US banking giant started the ball rolling yesterday on the quarterly reporting season in the...

People Moves
14 October 2026

Who’s Moving Where In Wealth Management? – Carey Olsen, W1M, Withers

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

Financial Results
14 October 2026

VP Bank In SFr130 Million Capital Raise Via Bond Issue

The Liechtenstein-based bank’s seven-year issue carries a 1.85 per cent coupon and an A3 rating...

ESG
14 October 2026

EXCLUSIVE: Edmond de Rothschild AM Expects Progress On Investment In Renewables At COP31

Ahead of the 31st United Nations Climate Change Conference (COP31) in Antalya Turkey, taking place...

Strategy
14 October 2026

AI Shifts Advisor Time From Administration To Client Relationships  

As part of a series ahead of a new report from this news service into AI and wealth management, we...

Investment Strategies
13 October 2026

Shareholder Pressure Makes Japan Inc More Rewarding – Zennor

A London-based manager with a Japan focus says European investors are well placed to push Japanese...

New Products
13 October 2026

What’s New In Investments, Funds? – SLM Partners, M&G

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

New Office
13 October 2026

ING Targets Spain; Plans Private Banking Growth

Dutch banking and financial services group ING is in a new phase of growth in Spain with the...

Comment & Analysis results for Archive

Strategy
1 September 2025

Swapping Singapore For London – Reflections From Lombard Odier's Vincent Magnenat

A senior private banker for Lombard Odier, working for many years in Singapore, has made the move...

Wealth Strategies
27 August 2025

BNY Investments Insights On Global Credit Markets

Here is a new offering from BNY Investments in conjunction with this publication. ...

Wealth Strategies
31 July 2025

Spotlight On Rise In Guernsey’s Private Wealth, South Africa Connection – FNB

As First National Bank celebrated its 10-year milestone in Guernsey and unveiled a new office this...

Art
16 July 2025

Fires, Floods And Other Hazards: Managing Risks To Fine Art

This news service recently talked to the head of art advisory of Citi Wealth – appointed to the...

Asset Management
7 July 2025

Index Investing Has A "Reconstitution" Problem: How To Fix It

We talk to Dimensional Fund Advisors about why index investing in the conventional sense raises a...

Tax
1 July 2025

Non-Dom Businesswoman Voices Anger, Plans Exit As UK Rules Change

We talk to a businesswoman, TV personality, academic and author about her annoyance, and...

Family Office
30 June 2025

NextGen's Wealth Creation Imperative – In Conversation With AITi Tiedemann

The first generation of a UHNW family might focus initially on protecting – and enjoying – what...

Philanthropy
17 June 2025

New Report On Philanthropy, Ethical Investment

The state of HNW philanthropy throughout the world today – WealthBriefing's ground-breaking...

Family Office
23 May 2025

The Hard Realities Of Family Office Economics – In Conversation With Stonehage Fleming

Family offices are a hot topic, and many UHNW families want to create them, but going solo is an...

Investment Strategies
17 April 2025

After Post-Tariff Market Rout, Let's Talk About Behavioural Finance

There are many conversation points stemming from the large market selloffs that occurred in the US...