News, Comment & Analysis results for Archive

New Office
19 May 2026

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...

People Moves
19 May 2026

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...

Family Office
19 May 2026

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...

Alt Investments
19 May 2026

Organic Farming's Tasty Investment Case – Study

With investment in organic farming rising globally, SLM Partners a $600 million natural real assets...

Fund Management
18 May 2026

Wealth Managers Stress Defence Investment Trend

WealthBriefing attended the Guernsey Funds Forum 2026 in London last week – “The Next...

Tax
18 May 2026

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...

Tax
18 May 2026

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...

People Moves
18 May 2026

Who’s Moving Where In Wealth Management? – Clarion Wealth Planning, Norman K

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

New Products
18 May 2026

What’s New In Investments, Funds? – State Street IM, Ninety One, Jupiter AM, Others

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

Compliance
18 May 2026

Compliance Corner: Ogier Global, British Virgin Islands

The latest compliance news: regulatory developments, punishments, guidance, permissions and...

Comment & Analysis results for Archive

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...

Alt Investments
12 June 2024

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...

Alt Investments
4 June 2024

An Expert Sparring Partner For Wealthy Investors In Alternatives

A Germany-headquartered multi-family office, which won a capital market licence earlier this year,...

M and A
29 May 2024

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...

Technology
14 May 2024

Exclusive: FIS Focuses On AI’s Wealth Management Role

Russell Andrews, head of wealth and asset management EMEA, capital markets at Florida-headquartered...

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...