News, Comment & Analysis results for Archive

Alt Investments
28 July 2026

Goldman Sachs Expands Alternative Investment Offerings

The US firm has formed a group that is building on existing capabilities in areas such as private...

M and A
28 July 2026

Wealthtech In Talks To Acquire Capital Markets Software Firm From BNP Paribas, Natixis

Objectway has entered exclusive negotiations to acquire BNP Paribas and Natixis's stakes in SLIB, a...

New Products
27 July 2026

RIB Private Finance Launched

The new firm will complement the established investment, commercial and residential departments,...

Investment Strategies
27 July 2026

EXCLUSIVE: Arbra Partners Targets Middle East, Portugal

The creator of asset manager and wealth advisory Arbra Partners talks about why he started his...

Legal
27 July 2026

OPINION OF THE WEEK: Beware Of AI Notetaking Threat To Confidentiality

Lawyers can put confidentiality and privilege at risk if AI notetakers are used in meetings – one...

Strategy
27 July 2026

UOB Private Bank Sets Out Hong Kong AuM, Headcount Growth Goals

One of the "Big Three" Singapore-headquartered bank's has set out its wealth management and private...

People Moves
27 July 2026

Who's Moving Where In Wealth Management? – Fasanara Capital, TEAM

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

Financial Results
24 July 2026

Vontobel H1 2026 Profit Surges 87 Per Cent

The Swiss private bank and investment manager reported higher revenues and a lower cost base in the...

New Products
24 July 2026

What’s New In Investments, Funds? – BlackRock, Phenix Capital Group

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

M and A
24 July 2026

Advisor Consolidation, US-UK Dealflow Strong; Australia Offers Promise – Report

At the half-way point of 2026, a firm examines transaction trends for wealth management in three...

Comment & Analysis results for Archive

Technology
19 February 2025

The Soaring Trend Of AI "Co-Pilots" In Wealth Management

We hear much commentary today about the use of AI "co-pilots" in financial services. What do they...

Company Profiles
13 February 2025

A Fund For All Seasons: Mixing Investment Styles At UK's Nutshell

A City financial trading background, added to a disciplined investment mindset, appears to be...

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...