News, Comment & Analysis results for Archive
UK Inheritance Tax Squeeze Accelerates Business Transfers
The survey adds to a picture of UK business owners changing their behaviour – in some cases even...
Chinese, US Consumers Critical To The Luxury Goods Sector In 2026 – Berenberg
German-headquartered investment bank and boutique asset manager Berenberg has published its 2026...
EXCLUSIVE: BWC Benchmarking Study Gives Data "Treasure Trove" On UK Wealth Industry
A new report on the UK private banking, wealth management and brokerage sector gives unrivalled...
OPINION OF THE WEEK: What Asset Allocators Have On Their Plate This Year
The editor takes a brief look at the sort of considerations in play for wealth managers seeking to...
Investors "Too Optimistic" On Future Earnings Growth – Bank J Safra Sarasin
When looking for equities, investors must consider whether AI is going to boost growth sufficiently...
Who’s Moving Where In Wealth Management? – Tyndall, Allspring, 7IM, Wealth Club, Others
The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...
UK Donor-Advised Fund Makes First Major Grant, Highlights DAF Sector's Growth
The grant from the donor-advised fund in the UK is an example of how the DAF model continues to...
Saudi Arabia's Rule Relaxation Booster For Stocks, Not A "Game Changer" – Fund Manager
The fund management house noted that the change comes as the Middle East nation cultivates a number...
UK Financial Advisors Bracing For Increased Market Volatility In 2026 – Survey
New research from Wesleyan, a Birmingham-headquartered mutual, was released this week, revealing...
Switzerland's Maerki Baumann Names New CIO
The new CIO, who has been with the firm since 2018, has played a key role in shaping the private...
Comment & Analysis results for Archive
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...
Exclusive: FIS Focuses On AI’s Wealth Management Role
Russell Andrews, head of wealth and asset management EMEA, capital markets at Florida-headquartered...
EXCLUSIVE: Spotlight On Regenerative Agriculture, Forestry – SLM Partners
Paul McMahon, a co-founder and managing partner of asset manager SLM Partners, discusses why there...
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...
Managing Autocracy Risk Is Big Wealth Protector
A quick perusal of news headlines underscores why the risk of holding firms exposed to...
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...
Singapore's Seviora Capital Intensifies Focus On Asian Food, Agriculture
Asia, which is home to 60 per cent of the world’s population, will need to produce more using...
Money Market Funds Get Chance To Shine
A variety of forces have encouraged large inflows into money market funds, for example in the US....
How T3 Experts See Artificial Intelligence
AI may not have dominated discussions at the recent annual T3 conference in Las Vegas, but...
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...