News, Comment & Analysis results for Archive

Surveys
1 October 2026

Advised Investors Far More Confident On Retirement – Amundi Study 

A 26-country survey undertaken by the France-headquartered asset management house found that half...

New Office
1 October 2026

Singapore's Temasek Leans Into Gulf Region Growth Story

The SWF is tapping into a narrative that has, for example, seen advisors to HNW and UHNW...

New Products
1 October 2026

What’s New In Investments, Funds? – Lazard AM, Franklin Templeton, Others

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

Surveys
1 October 2026

What Does Living Until 100 Mean For Finances? – RBC WM Survey

On International Longevity Day on 1 October 2026, a new longevity study by RBC Wealth Management...

Financial Results
30 September 2026

Pre-Tax Operating Loss Narrows Sharply At Close Brothers In 2026 Financial Year

The UK banking and financial services group has sold off parts of its business and made other...

M and A
30 September 2026

UK's Liontrust Agrees To Buy Hawksmoor Businesses

The Hawksmoor businesses are profitable and will immediately add to Liontrust's earnings. ...

People Moves
30 September 2026

France's RockFi Accelerates Wealth Management Growth With Senior Hire

RockFi, a French private wealth management fintech, supports over 1,500 families and aims to reach...

New Products
30 September 2026

What’s New In Investments, Funds? – Fidelity International, Schroders, Vontobel, Others

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

Investment Strategies
30 September 2026

EXCLUSIVE: Franklin Templeton Focuses On German, Spanish Bonds Amidst Political Noise

David Zahn at California-headquartered investment manager Franklin Templeton shares his insights on...

People Moves
30 September 2026

Who's Moving Where In Wealth Management? – Redmayne Bentley, Broadridge

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

Comment & Analysis results for Archive

Art
16 July 2025

Fires, Floods And Other Hazards: Managing Risks To Fine Art

This news service recently talked to the head of art advisory of Citi Wealth – appointed to the...

Asset Management
7 July 2025

Index Investing Has A "Reconstitution" Problem: How To Fix It

We talk to Dimensional Fund Advisors about why index investing in the conventional sense raises a...

Tax
1 July 2025

Non-Dom Businesswoman Voices Anger, Plans Exit As UK Rules Change

We talk to a businesswoman, TV personality, academic and author about her annoyance, and...

Family Office
30 June 2025

NextGen's Wealth Creation Imperative – In Conversation With AITi Tiedemann

The first generation of a UHNW family might focus initially on protecting – and enjoying – what...

Philanthropy
17 June 2025

New Report On Philanthropy, Ethical Investment

The state of HNW philanthropy throughout the world today – WealthBriefing's ground-breaking...

Family Office
23 May 2025

The Hard Realities Of Family Office Economics – In Conversation With Stonehage Fleming

Family offices are a hot topic, and many UHNW families want to create them, but going solo is an...

Investment Strategies
17 April 2025

After Post-Tariff Market Rout, Let's Talk About Behavioural Finance

There are many conversation points stemming from the large market selloffs that occurred in the US...

Asset Management
7 April 2025

The Forces Shaping Singapore's, Asia's EAM Sector

This news service prides itself on its coverage of external asset managers, family offices and...

Company Profiles
18 March 2025

An Urgent Need To Take Protection Vs Physical, Cyber Threats Up A Level

We talk to experts in physical and cyber security catering to the needs of wealthy individuals. In...

Compliance
18 March 2025

Transparency International – The Latest Lessons For Wealth Managers

Transparency International's recently-published Corruption Perceptions Index, used by compliance...