News, Comment & Analysis results for Archive
Bank J Safra Sarasin, German Asset Manager Target Swiss Private Markets
With private markets expected to grow this year, Swiss private bank J Safra Sarasin and Golding...
Deutsche Bank Private Bank Makes Senior Hires
Deutsche Bank Private Bank has built out its UK team with bankers who have deep expertise advising...
Investors Reposition To Fixed Income For Diversification, Liquidity – Capital Group
A new study by California-headquartered investment manager Capital Group shows that there is a...
Banque Internationale à Luxembourg Celebrates New Geneva Office
The new office is in the banking centre of the Swiss city. This publication joined BIL's team for...
Who’s Moving Where In Wealth Management? – Burgess Mee, RBC BlueBbay, Afin Bank
The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...
New Zealand Mining Tycoon To Build Family Office, Sells Shares – Reports
The controversial mining industry figure has sold shares in his Australia-listed business; he...
Organic Farming's Tasty Investment Case – Study
With investment in organic farming rising globally, SLM Partners a $600 million natural real assets...
Wealth Managers Stress Defence Investment Trend
WealthBriefing attended the Guernsey Funds Forum 2026 in London last week – “The Next...
Pension Pots Face UK Inheritance Hit: Advisors Say Preparations Essential
The IHT net is widening to include private pensions that are not yet used – and those who aren't...
UK's Latest "Rich List" Renews UK Tax Squeeze Debate
The arguments over whether higher taxes on wealthy UK-based people are about fairness, or...
Comment & Analysis results for Archive
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...
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...
Riding The Infrastructure Train Is Positive Journey For UK Advisor
We talk to the manager of a listed infrastructure fund about the asset class, its potential and a...
An Expert Sparring Partner For Wealthy Investors In Alternatives
A Germany-headquartered multi-family office, which won a capital market licence earlier this year,...
Swiss Bank Consolidation Chatter Shows How Scale Dominates Thinking
Regardless of the truth of specific rumours and media stories, the idea that more Swiss banks might...
Exclusive: FIS Focuses On AI’s Wealth Management Role
Russell Andrews, head of wealth and asset management EMEA, capital markets at Florida-headquartered...
EXCLUSIVE: Spotlight On Regenerative Agriculture, Forestry – SLM Partners
Paul McMahon, a co-founder and managing partner of asset manager SLM Partners, discusses why there...
How Citizenship/Residency-By Investment Programmes Evolved - And What's Next
A marker for globalisation and the degree of unfettered movement that people enjoy, the market for...
Managing Autocracy Risk Is Big Wealth Protector
A quick perusal of news headlines underscores why the risk of holding firms exposed to...
IQ-EQ Says US Wealth, Family Offices Sector Holds Big Opportunities
We talk to the group about its views on the potential, and the needs, of sectors such as US family...