News, Comment & Analysis results for Archive
Bentley Reid’s Malta Subsidiary Names New Chief Executive
There’s change at the top of the Malta-based wealth management organisation. ...
Arbuthnot Latham Launches New US Expat Service
With an increasing number of US expats relocating to the UK, London-based private and commercial...
Goldman Sachs' Asset, Wealth Revenues In Q2 2026 Rise 20 Per Cent Vs Year Ago
While private banking fee revenues were hit by lower net interest margins, overall wealth and asset...
AI To Drive Market Performance In H2 2026 – Natixis Survey
Paris and Boston-headquartered Natixis Investment Managers, which has over $1.4 trillion assets...
SEB Names New Country Manager Of Finland, New Head Of Baltic Division
Between them, the two senior hires have 45 years’ experience within the firm with solid track...
Who’s Moving Where In Wealth Management? – Sarasin & Partners
The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...
As Middle East HNW Wealth Goals Shift, Arab Bank Switzerland Adapts, Says Executive
We talked to the head of a new operation of Arab Bank Switzerland – ABS (Middle East) Limited –...
UBP’s Profits Rise In First Half Of 2026
Geneva-headquartered Union Bancaire Privée released positive financial results for the first half...
Morgan Stanley’s Wealth Management Arm Posts Record Q2 2026 Net Revenues
New York-listed investment bank Morgan Stanley released its financial results for the second...
Azura Partners Opens Abu Dhabi Office
Earlier this year, an investment firm, Lunate, took a strategic stake in Azura, helping to fuel its...
Comment & Analysis results for Archive
Private Aviation's Investment Allure Weathers Turbulent Times
Rising wealth, discontent with the irritations of routine commercial flights, and the desire to...
2025 Private Credit Predictions: An Expert Perspective
A 26-year veteran of the alternative investments sphere – including private credit – explains...
The Bahamas: A Complete and Compelling Choice 2024
This publication carries a spread of articles and insights about the Caribbean jurisdiction. ...
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...
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...
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,...
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...
The Bahamas: A Complete And Compelling Choice - Part 2
This document sets out areas that continue to preoccupy financial services professionals working in...
Non-Doms, Fairness And Family Enterprise – In Conversation With Philip Marcovici
While debate appears open on whether and how the UK's non-dom system will disappear, we talk to a...
With Outsourced CIO Models, There's No Substitute For Experience – SEI
We talk to the Oaks, Pennsylvania-headquartered firm about its outsourced CIO business and the...