News, Comment & Analysis results for Archive
IHT Receipts Rise Again – Wealth Managers Offer Advice
After the UK's revenue department released latest inheritance tax receipt data, showing another...
Indian Women’s $763 Billion Inheritance Bonanza – Barclays Private Bank
The report from the bank found that a clear majority of women expecting to inherit have started to...
EXCLUSIVE: Multrees Strikes Positive Note Amid Change At The Top
There's a new CEO at the helm at the UK-based business and the firm spoke to this news service...
Arbuthnot Latham Eyes Opportunities As US Expats Target UK Investments, Deals
There’s a trend of more Americans coming to the UK, a move that in some ways goes against a...
What’s New In Investments, Funds? – Vanguard, FE fundinfo
The latest news in investment offerings, financial products and other services relevant to wealth...
Who’s Moving Where In Wealth Management? – Quilter Cheviot, Hawksford
The latest moves and appointments for wealth management roles in the UK, Joother parts of Europe,...
Indian Wealth Manager Appoints Chief Growth, People Officer
The group has appointed an experienced figure from India’s wealth sector that covers business...
Swiss Private Bank Appoints External Asset Managers Head
A long-serving client advisor at the bank now leads the EAM business, an important sector in...
Lombard Odier Posts Record SFr239 Billion AuM In H1 2026
The Geneva-based private bank reported record client assets and net profit for the first six months...
LGT Profit Rises, Assets Surpass SFr400 Billion For First Time
The private banking and asset management group delivered first-half figures, including a record AuM...
Comment & Analysis results for Archive
Private Banks' Onboarding Limitations Revealed – And How To Fix Them
Client onboarding in private banking is riddled with inefficiencies – not just for high-risk...
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...
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...
Private Aviation's Investment Allure Weathers Turbulent Times
Rising wealth, discontent with the irritations of routine commercial flights, and the desire to...
2025 Private Credit Predictions: An Expert Perspective
A 26-year veteran of the alternative investments sphere – including private credit – explains...
The Bahamas: A Complete and Compelling Choice 2024
This publication carries a spread of articles and insights about the Caribbean jurisdiction. ...
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...
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...
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,...
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...