News, Comment & Analysis results for Archive

M and A
18 March 2026

Deals Of The Day: The Latest In Wealth Management M&A – Suntera, BRI

The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...

Technology
18 March 2026

Digital Digest: The Latest Tech News – Avaloq, Arab Bank Switzerland, BlackRock

The latest technology news in the wealth management sector from around the world. ...

Strategy
18 March 2026

Japan's MUFG Bank Enters India Pact

Japan's banking relationship with India – expected to be the world's third-largest economy in...

People Moves
18 March 2026

International Wealth Group Appoints Ex-EFG Figure As Vice Chairman

The group of firms in the JAR Group operate in Geneva, Dubai, Singapore and Monaco. ...

M and A
18 March 2026

iCapital Pushes Further Into Insurance Sector

Since its founding in 2013, iCapital has been among a crop of specialist firms, often harnessing...

Investment Strategies
18 March 2026

EXCLUSIVE: Ossiam Remains Overweight US, Eyes Opportunities In Japan

Paris-based asset manager Ossiam, which focuses heavily on exchange-traded funds, discusses its...

Strategy
17 March 2026

EXCLUSIVE: REYL Overseas' New CEO Sets Out Growth Plans, Opportunities

The firm unveiled the CEO's appointment today and he spoke exclusively to this news service about...

Financial Results
17 March 2026

Close Brothers Disputes Motor Finance Redress Impact Claims; Shares Fall

A group in Delaware, US, has taken aim at the UK bank for allegedly not having enough resources to...

M and A
17 March 2026

Deals Of The Day: The Latest In Wealth Management M&A – WisdomTree

The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...

People Moves
17 March 2026

F2 Strategy Welcomes Back Former CEO

The CEO had left to work at FNZ but instead he's returned to his old employer. ...

Comment & Analysis results for Archive

ESG
9 May 2024

EXCLUSIVE: Spotlight On Regenerative Agriculture, Forestry – SLM Partners

Paul McMahon, a co-founder and managing partner of asset manager SLM Partners, discusses why there...

Offshore
17 April 2024

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...

Investment Strategies
5 March 2024

Managing Autocracy Risk Is Big Wealth Protector

A quick perusal of news headlines underscores why the risk of holding firms exposed to...

Strategy
19 February 2024

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...

Strategy
16 February 2024

Singapore's Seviora Capital Intensifies Focus On Asian Food, Agriculture

Asia, which is home to 60 per cent of the world’s population, will need to produce more using...

Wealth Strategies
15 February 2024

Money Market Funds Get Chance To Shine

A variety of forces have encouraged large inflows into money market funds, for example in the US....

Technology
5 February 2024

How T3 Experts See Artificial Intelligence

AI may not have dominated discussions at the recent annual T3 conference in Las Vegas, but...

Philanthropy
2 February 2024

Making An Impact - In Conversation With Big Issue Group's Nigel Kershaw

WealthBriefing talks to a prominent figure in the UK philanthropy/impact investing world, involved...

Company Profiles
29 January 2024

Fast-Moving GSB Flags Big Ambitions

We talk to a wealth management firm, based in Dubai, which is expanding into markets including the...

Philanthropy
26 January 2024

Taking Risks Out Of Philanthropy

We talk to law firm Farrer & Co and a lawyer working in the charities area about the kind of themes...