News, Comment & Analysis results for Archive

New Products
24 July 2026

What’s New In Investments, Funds? – BlackRock, Phenix Capital Group

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

M and A
24 July 2026

Advisor Consolidation, US-UK Dealflow Strong; Australia Offers Promise – Report

At the half-way point of 2026, a firm examines transaction trends for wealth management in three...

M and A
24 July 2026

UK Defence M&A Sees Deal Surge In First Half 2026

Interest in the UK defence sector is rising, and valuations are continuing to trend upwards with...

People Moves
24 July 2026

Who’s Moving Where In Wealth Management? – William Blair, Canaccord Wealth, Margetts

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

ESG
24 July 2026

UBP Highlights That Electrification, Regenerative Agriculture Is Gaining Ground In Middle East Conflict

At a Union Bancaire Privée Impact Media Roundtable this week, Mathieu Nègre, head of impact...

Financial Results
23 July 2026

Second Quarter 2026 Net Income Rises Strongly At BNP Paribas

Assets under management across the group rose by 6 per cent from the end of 2025, and the wealth...

Offshore
23 July 2026

Moneta Group Targets UK's US Expat Market

The US-registered investment advisor, which oversees more than $50 billion, has partnered with a UK...

Asset Management
23 July 2026

What’s New In Investments, Funds? – Fasanara Capital, Fina, William Blair

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

Strategy
23 July 2026

Private Markets Firm Goes Sailboat Racing

The private markets investment firm has become Emirates GBR's official private markets partner,...

Awards
23 July 2026

Nominations Open For 15th WealthBriefing European Awards 2027  

This news service announces the launch of one of its major awards programmes. ...

Comment & Analysis results for Archive

Technology
19 February 2025

The Soaring Trend Of AI "Co-Pilots" In Wealth Management

We hear much commentary today about the use of AI "co-pilots" in financial services. What do they...

Company Profiles
13 February 2025

A Fund For All Seasons: Mixing Investment Styles At UK's Nutshell

A City financial trading background, added to a disciplined investment mindset, appears to be...

New Products
6 February 2025

Private Aviation's Investment Allure Weathers Turbulent Times

Rising wealth, discontent with the irritations of routine commercial flights, and the desire to...

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...