News, Comment & Analysis results for Archive

M and A
24 July 2026

UK Defence M&A Sees Deal Surge In First Half 2026

Interest in the UK defence sector is rising, and valuations are continuing to trend upwards with...

People Moves
24 July 2026

Who’s Moving Where In Wealth Management? – William Blair, Canaccord Wealth, Margetts

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

ESG
24 July 2026

UBP Highlights That Electrification, Regenerative Agriculture Is Gaining Ground In Middle East Conflict

At a Union Bancaire Privée Impact Media Roundtable this week, Mathieu Nègre, head of impact...

Financial Results
23 July 2026

Second Quarter 2026 Net Income Rises Strongly At BNP Paribas

Assets under management across the group rose by 6 per cent from the end of 2025, and the wealth...

Offshore
23 July 2026

Moneta Group Targets UK's US Expat Market

The US-registered investment advisor, which oversees more than $50 billion, has partnered with a UK...

Asset Management
23 July 2026

What’s New In Investments, Funds? – Fasanara Capital, Fina, William Blair

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

Strategy
23 July 2026

Private Markets Firm Goes Sailboat Racing

The private markets investment firm has become Emirates GBR's official private markets partner,...

Awards
23 July 2026

Nominations Open For 15th WealthBriefing European Awards 2027  

This news service announces the launch of one of its major awards programmes. ...

Alt Investments
23 July 2026

How Exchange Traded Notes Crack The Distribution Code – PM Alpha

There is a weak link in the wealth management chain when it comes to giving investors access into...

Financial Results
22 July 2026

EFG International Profit Rises 5 Per Cent; Assets Over SFr200 Billion

The Swiss group reported half-year figures and the completion of an acquisition that took its AuM...

Comment & Analysis results for Archive

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...

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...

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
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...

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...

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...

Real Estate
26 June 2024

As HNW Individuals Seek Options, An Adriatic Resort Prepares

Luxury resorts based in low-tax jurisdictions have been around for decades; given the winds of...

Strategy
26 June 2024

The Good, The Difficult And The Stable – What Headhunters See Around The World

We talk to wealth management headhunters in North America, Europe, Middle East and Asia about what...