News, Comment & Analysis results for Archive

Investment Strategies
6 February 2026

EXCLUSIVE: SuMi TRUST, Amundi, Invesco Positive On Japanese Equities, Ahead Of A Snap Election

With a snap election in Japan on 8 February, SuMi TRUST, a large Japanese asset manager, talks with...

M and A
6 February 2026

Law Firms Taylor Wessing, Winston & Strawn Forge Transatlantic Merger

With one group based in the UK and the other headquartered in Chicago, the merger builds an...

People Moves
6 February 2026

Who’s Moving Where In Wealth Management? – Maven Capital Partners, Equiom

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

New Products
6 February 2026

What’s New In Investments, Funds? – BlackRock Aladdin

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

Investment Strategies
6 February 2026

Majedie Investment Trust's Manager Sees Opportunities Outside US

Experts at London-headquartered Marylebone Partners, the investment manager for the Majedie...

Awards
6 February 2026

EXCLUSIVE: Winners Of The WealthBriefing Swiss Awards 2026

This is the thirteenth time these annual awards in Switzerland have been unveiled. ...

Financial Results
5 February 2026

Fourth Quarter 2025 Net Income Rises At BNP Paribas; Lifts Targets

The French banking group has lifted a number of its targets, such as return on equity, and...

People Moves
5 February 2026

Who’s Moving Where In Wealth Management? – Edmond de Rothschild, Sparrows Capital, Others

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

Investment Strategies
5 February 2026

Emerging Markets, UK Trusts To Benefit From US Unpredictable Policy – AIC

Although US equities remain a cornerstone of investors portfolios, a number of investors are...

Financial Results
5 February 2026

Crédit Agricole's Shares Sag After Slide In Pre-Tax Profit; Indosuez AuM Gains

While the asset gathering side of the group chalked up robust figures, for wealth management for...

Comment & Analysis results for Archive

Real Estate
26 June 2024

As HNW Individuals Seek Options, An Adriatic Resort Prepares

Luxury resorts based in low-tax jurisdictions have been around for decades; given the winds of...

Strategy
26 June 2024

The Good, The Difficult And The Stable – What Headhunters See Around The World

We talk to wealth management headhunters in North America, Europe, Middle East and Asia about what...

Alt Investments
12 June 2024

Riding The Infrastructure Train Is Positive Journey For UK Advisor

We talk to the manager of a listed infrastructure fund about the asset class, its potential and a...

Alt Investments
4 June 2024

An Expert Sparring Partner For Wealthy Investors In Alternatives

A Germany-headquartered multi-family office, which won a capital market licence earlier this year,...

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...