News, Comment & Analysis results for Archive

People Moves
14 July 2026

Columbia Threadneedle Investments Names New UK Wealth Solutions Head

As the UK wealth market undergoes significant consolidation, Columbia Threadneedle Investments has...

Awards
14 July 2026

Nominations Open For Seventh WealthBriefing Swiss EAM Awards 2027

This publication is delighted to announce that its awards programme for Swiss external managers is...

Strategy
14 July 2026

Amidst Challenging Geopolitics, Malta Presses Case As Robust Jurisdiction

This news service recently met with the head of Malta's principal financial regulator to talk about...

People Moves
13 July 2026

Who’s Moving Where In Wealth Management? – Canaccord Wealth Names CIO; Greenberg Traurig

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

Surveys
13 July 2026

Family Offices Warm To Crypto Assets, But Hurdles Frustrate Them – Survey

Although, in many ways, bitcoin has become more mainstream – in terms of the involvement of banks...

Investment Strategies
13 July 2026

Wealth Managers Make Emerging Market Case, Shrug Off Conflict

Investment managers – St James's Place, Aberdeen Investments, Franklin Templeton Institute and...

New Products
13 July 2026

What’s New In Investments, Funds? – L&G, Vanguard

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

ESG
13 July 2026

The Sustainability Phenomenon: Amundi, WBCSD-OP2B, EIT Food

The latest developments in the sustainability space. ...

Investment Strategies
13 July 2026

Never Mind Wobbles: AI-Related South Korean Stocks Aren't Losing Allure – Wealth Managers

The two major South Korean tech stocks – and significant parts of the country's equity market –...

Awards
10 July 2026

Wealth For Good Awards 2026 - Exploring Winning Strategies In "Acclaim"

Congratulations again to all the worthy winners of these awards. ...

Comment & Analysis results for Archive

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...

Tax
1 October 2024

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...

Strategy
10 September 2024

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...