News, Comment & Analysis results for Archive

New Products
8 June 2026

EXCLUSIVE: Mirova To Launch Two Agri-Focused, Energy-Transition Funds

With surging oil and fertiliser prices since the blockade of the Strait of Hormuz, Paris-based...

Trust Estate
8 June 2026

Asia's WRISE Creates Flagship Trust Service In Hong Kong

The wealth management firm argues that traditional trust services are overly complicated,...

New Products
8 June 2026

What’s New In Investments, Funds? – RBC BlueBay Asset Management

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

People Moves
8 June 2026

Who’s Moving Where In Wealth Management? – Weatherbys, Coutts, Suntera, DFSA

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

People Moves
5 June 2026

Who’s Moving Where In Wealth Management? – JTC, Ogier Global

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

Surveys
5 June 2026

Alpine Holiday Homes Up 4 Per Cent In 2025 – UBS GWM

This week, UBS Global Wealth Management’s chief investment office published its European "UBS...

Investment Strategies
5 June 2026

Pictet AM Positive On European, Emerging Market Equities, Gilts, Gold

At a media roundtable in London this week, Luca Paolini, chief strategist at Pictet Asset...

New Products
5 June 2026

What’s New In Investments, Funds? – Mishcon de Reya, WisdomTree

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

Awards
4 June 2026

Registrations Open For WealthBriefing Swiss Awards 2027

Now in its fourteenth year, the WealthBriefing Swiss Awards 2027 programme, part of this...

Surveys
4 June 2026

Rise In High Net Worth Individuals' Global Wealth In 2025 – Capgemini

The 30th edition of the Capgemini Research Institute’s World Wealth Report 2026, published this...

Comment & Analysis results for Archive

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...

Investment Strategies
1 August 2024

Stonehage Fleming Leans Into Tech, Healthcare

A desire for delivering above-average organic growth, and firms that have a strong culture and...

Offshore
31 July 2024

The Bahamas' Push For Climate Justice, Tapping Digital Assets Growth Story

The Caribbean jurisdiction has been through its fair share of challenges. Today, the international...

Company Profiles
31 July 2024

With Big Event Security Under Spotlight, Have A Plan – Global Guardian

Amidst all the fun and spectacle of great sporting events and cultural festivals, a difficult...

Company Profiles
16 July 2024

Guiding Advisors From Start To Finish – The View From Benchmark Capital

Part of Schroders, Benchmark Capital explains how it works with IFAs and other wealth...

Wealth Strategies
1 July 2024

Proteomics: A New Frontier In Innovative Health Investing

A UK-based investment boutique, which puts innovation at the heart of how it chooses stocks, talks...

Offshore
1 July 2024

The Bahamas: A Complete And Compelling Choice – Part 1

The document has been put together by the Caribbean jurisdiction's financial services sector...