News, Comment & Analysis results for Archive

Alt Investments
8 July 2026

EXCLUSIVE: Clearing A High Hurdle Is No Big Sweat For Zenith Alpha

WealthBriefing recently spoke to the founder of an equities multi-manager fund and investment...

Market Research
7 July 2026

A New Measure Wealth By Wellbeing Guide Redefines How Financial Success Is Measured

The B Corp-certified financial planning firm First Wealth has published a guide to its Measure...

Compliance
7 July 2026

Compliance Corner: UK Regulator Charts AI's Impact On Financial Services

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

Technology
7 July 2026

OPINION OF THE WEEK: Clients’ Use Of AI – Should Advisors Be Worried Or Excited?

The group editor takes a look at the issue of clients’ use of AI and digital tools to get clued...

M and A
7 July 2026

UK Financial Services M&A Value Surged Eight-Fold In H1

A clutch of Anglo-American deals – such as involvement of private equity firms in the US and...

New Products
7 July 2026

What’s New In Investments, Funds? – Standard Chartered, BlackRock, MUFG, JCB

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

People Moves
7 July 2026

Who’s Moving Where In Wealth Management? – UBS, Charles Russell Speechlys, HSBC, Others

The latest senior appointments in the UK, the rest of Europe, the Middle East and select...

M and A
7 July 2026

Bank J Safra Sarasin Agrees To Buy Rest Of Saxo

The deal is an example of the kind of consolidation taking place in parts of the European and...

Alt Investments
7 July 2026

Global Continuation Investments Could Surge In The Next 10 Years – Schroders Capital

The rise of "continuation" investments in the private markets sector speaks to the maturation...

M and A
6 July 2026

Schroders Sharpens Focus On Wealth Business

Schroders has agreed to sell its Benchmark business to Sweden's Söderberg & Partners at a time...

Comment & Analysis results for Archive

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...

Alt Investments
23 January 2024

Japan's VC Sector Gathers Momentum

While Silicon Valley has hogged much of the limelight in VC, Japan's much smaller sector hasn't...

Company Profiles
23 January 2024

Legatum Eyes New Frontiers For Impact, Entrepreneurship

Philanthropy and impact aren't "nice-to-haves" for this firm but the main event – in fact the...

Company Profiles
19 January 2024

Milltrust Pivots Towards MFO Opportunities As Singapore's Wealth Swells

We talk to the firm about why it created the multi-family office, the case for the move in the...

Strategy
15 January 2024

IQ-EQ Taps Into Gulf Region's Wealth Bonanza

Shortly after announcing new operations in Abu Dhabi, the investor services group talked to this...

Company Profiles
12 January 2024

EXCLUSIVE: Finding Compliance Nuggets Amid 24/7 News Torrent

We talk to Dow Jones about the work it does in collating, screening and digesting a vast haul of...

White Papers
11 January 2024

The Bahamas: A Complete And Compelling Choice – White Paper

This news service is delighted to unveil the full edition of the Bahamas-focused publication that...

Wealth Strategies
19 December 2023

Deglobalisation, Volatility And Family Office Time Horizons – A Conversation With Dambisa Moyo

This news service talks to a prominent female economics writer and thought leader who was also made...

Compliance
15 December 2023

Handling HNW Clients' Data Via Tokenization – An Overview

Banks and other players in the wealth management space transfer data across borders – a fact...