News, Comment & Analysis results for Archive

People Moves
8 January 2026

Who's Moving Where In Wealth Management? – VG, Simmons & Simmons, Bentley Reid, STEP

The latest moves in wealth management and adjacent sectors in the UK, rest of Europe, Middle East...

Compliance
7 January 2026

Compliance Corner: Saudi Arabia Lifts Investment Restrictions On Foreigners

The latest compliance news: regulatory developments, punishments, guidance, permissions and...

People Moves
7 January 2026

Lombard Odier Names Head Of Sales, Switzerland

The new head of sales for Switzerland has had a career spanning 25 years in senior roles at...

Banking Crisis
7 January 2026

UBS Sells $3 Billion Of AT1 Bonds – Media

Additional Tier 1 bonds are a form of "bail-in" instrument designed to avoid taxpayers being...

Investment Strategies
7 January 2026

Wealth Managers Positive On Emerging Markets, AI, Gold, Defence

After emerging market equities outperformed many developed markets in 2025, led by a broad rally in...

Company Profiles
7 January 2026

Nedgroup Investment Remains In "Growth Mode"

In December, we talked to the chief commercial officer about the firm's direction of travel as a...

Tax
6 January 2026

Andersen Frowns At US Relief From Minimum Corporate Tax Regime

A carve-out for US-based corporates from elements of a proposed global minimum tax regime suggests...

Investment Strategies
6 January 2026

Wealth Managers Ponder Venezuela Fallout

The Trump administration certainly began 2026 in dramatic fashion, announcing the capture of the...

Company Profiles
6 January 2026

Expanding Klay Sets Sights On Swiss Entry, Explains Business Model

The rise of such firms highlights how HNW and ultra-HNW individuals, often with multiple bank...

People Moves
6 January 2026

Who's Moving Where In Wealth Management? – Helvetic Trust, Algebris, Amundi, Others

The latest moves, appointments and personnel changes for wealth management in the UK, rest of...

Comment & Analysis results for Archive

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...

Strategy
16 February 2024

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...

Wealth Strategies
15 February 2024

Money Market Funds Get Chance To Shine

A variety of forces have encouraged large inflows into money market funds, for example in the US....

Technology
5 February 2024

How T3 Experts See Artificial Intelligence

AI may not have dominated discussions at the recent annual T3 conference in Las Vegas, but...

Philanthropy
2 February 2024

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...