News, Comment & Analysis results for Archive

Strategy
26 August 2026

ANALYSIS: As Firms Open Offices, Secure Licences, Gulf Wealth Sector Is In Confident Mood

While it has been hard to ignore the geopolitical challenges, there has been a steady flow of...

Financial Results
26 August 2026

Summary Of Q2, H1 2026 Financial Results In Wealth Management, Private Banking

We summarise results for the private banking and wealth management arms of banking groups and, in a...

People Moves
25 August 2026

Former Senior BoS Figure Becomes CEO For EFG International’s Dubai Advisory Office

Commenting on the appointment, the bank, which is listed in Zurich, said Dubai remains one of its...

New Office
25 August 2026

European Firm Serving US Expats Opens NYC Office

The business, which is headquartered in Nice, has opened an office in the iconic Rockefeller Center...

People Moves
25 August 2026

Barclays Private Bank Names MFO, External Asset Management Head For UAE

The role is an example of how intermediaries such as multi-family offices and external asset...

Financial Results
25 August 2026

Alibaba's $10 Billion Share Sale Reminder Of Hong Kong's Stock Market Vigour

The share sale adds to a pattern of a vigorous Hong Kong and wider Asian stock market, particularly...

Investment Strategies
25 August 2026

EXCLUSIVE: UBP Outlines Case For Frontier Markets, Emerging Market Debt

Amidst a global bond selloff and increasing geopolitical tensions, Thomas Christiansen (pictured),...

Tax
24 August 2026

IHT Receipts Rise Again – Wealth Managers Offer Advice

After the UK's revenue department released latest inheritance tax receipt data, showing another...

Surveys
24 August 2026

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...

People Moves
24 August 2026

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...

Comment & Analysis results for Archive

Strategy
28 February 2025

Private Banks' Onboarding Limitations Revealed – And How To Fix Them

Client onboarding in private banking is riddled with inefficiencies – not just for high-risk...

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...