News, Comment & Analysis results for Archive

New Products
1 May 2026

Barclays Launches New Wealth Offering

The new Planning and Advice service for Barclays Premier customers aims to close the advice gap....

Client Affairs
1 May 2026

Wealth Managers' Verdicts As Major Central Banks Hold Fire On Rates

It's been a busy week for the world's main central banks. The Bank of Japan, US Federal Reserve,...

Financial Results
1 May 2026

First-Quarter 2026 Net Profit Rises At DBS; Wealth Arm Helps Results

DBS said wealth management performance was a contributor to its record income for the quarter. ...

Financial Results
1 May 2026

Wealth Results Shine At Standard Chartered In Q1 2026

The bank issued a broadly positive set of figures for its wealth management operations. ...

New Products
1 May 2026

Hilbert Starts Academy For Structured Products

Hilbert Investment Solutions, an investment solutions business founded in France in 2012, unveils a...

New Products
1 May 2026

What’s New In Investments, Funds? – BlackRock, Illuminate Financial, Others

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

Financial Results
30 April 2026

Revenue, Income Rises At BNP Paribas In Q1 2026; Wealth Results Improve

The segment of the French bank containing its wealth management business had a "very good quarter,"...

Tax
30 April 2026

ANALYSIS: Unclaimed Withholding Taxes - A Multi-Billion Tech Opportunity

Claiming back what are called withholding taxes is becoming an increasingly pressing matter. The...

New Products
30 April 2026

What’s New In Investments, Funds? – Canaccord Wealth

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

People Moves
30 April 2026

FNZ UK Names New Group Head

FNZ, a global wealth management platform, has appointed former Rathbones chief operating officer as...

Comment & Analysis results for Archive

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...

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...