News, Comment & Analysis results for Archive

People Moves
5 January 2026

Summary Of Senior Moves In Global Wealth Management – November 2025

A summary of moves, appointments, and personnel changes in the world's wealth management sector. ...

People Moves
5 January 2026

Who's Moving Where In Wealth Management? – HKIFA, Standard Chartered

The latest moves, appointments and personnel changes in Asia-Pacific wealth management. ...

Investment Strategies
5 January 2026

Focus On Sustainable Investment, AI And The Energy Transition – EdenTree

Despite the challenges, UK sustainable investment manager EdenTree said that in 2026 it is...

M and A
24 December 2025

NatWest, Barclays In M&A Tussle To Acquire Evelyn Partners – Media

A takeover contest is continuing for UK wealth management group Evelyn Partners, the business that...

Tax
24 December 2025

UK Inheritance Tax Partial U-Turn On Businesses, Farms – Reactions

After the UK government announced that the level of the agricultural and business property reliefs...

Investment Strategies
24 December 2025

Schroders Favours US Over European Equities, Gold

Patrick Brenner, chief investment officer, multi asset London-listed investment manager at...

New Products
24 December 2025

What’s New In Investments, Funds? – S64, Bridgepoint

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

New Office
24 December 2025

Nomura's International Wealth Arm Opens New DIFC Premises

Having launched a Dubai office in 2023, the Japan-headquartered group is expanding operations in...

Strategy
24 December 2025

From The Editor's Chair: A Year Of Tariffs, Asset Shifts, AI, Private Markets And Mobile Wealth

The editor casts his eye back at the past 12 months to highlight significant themes and...

M and A
23 December 2025

Utmost Group Continues Wealth Pivot, Completes BPA Sale

Proceeds from the sale will pay for the group's purchase of Lombard International, and other...

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...