News, Comment & Analysis results for Archive

New Office
16 October 2025

UBS Targets Abu Dhabi

Zurich-headquartered Swiss private bank UBS bolsters its presence in the Middle East. The...

Family Office
16 October 2025

Credit Lines, War Chests And Liquidity: How Family Offices Are Positioning – Deutsche Bank Study

A study from the German bank into the investment habits of family offices worldwide delves into...

White Papers
15 October 2025

From Volatility to Value: Why Global Credit Is Back in the Spotlight

Check out this new white paper from BNY Investments, published alongside WealthBriefing, about why...

People Moves
15 October 2025

Who’s Moving Where In Wealth Management? – Fidelity International, Charles Russell Speechlys

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

Compliance
15 October 2025

Close Brothers Hikes Expected Provision Over Motor Finance

One effect of the hike in expected provisions for handling fallout from the motor finance saga is...

Strategy
15 October 2025

Rockefeller Capital Management Signals New Growth Phase, Eyes International Potential

After more than seven years of focusing on the US growth market – still one that has large...

Financial Results
15 October 2025

Wealth, Asset Revenues Rise At Goldman Sachs In Q3 2025

Results for the wealth management side of the business appeared to show a significant gain in the...

Financial Results
15 October 2025

Third-Quarter 2025 Wealth, Asset Revenues Rise At JP Morgan

The New York-listed banking giant fired the starting gun for the quarterly reporting season,...

Financial Results
15 October 2025

BlackRock’s AuM At Record High

New York-headquartered investment manager BlackRock has released its third quarter earnings report,...

New Products
15 October 2025

What’s New In Investments, Funds? – Quilter, WisdomTree, Franklin Templeton

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

Comment & Analysis results for Archive

Tax
9 October 2023

Sparing No One: Cross-Border Taxation of Globally Mobile Individuals – Part 2

This article continues to examine – via the circumstances of Prince Harry and Meghan, the...

Tax
6 October 2023

Sparing No One: Cross-Border Taxation of Globally Mobile Individuals - Part 1

This is the first of a highly detailed examination of cross-border tax issues for individuals...

Alt Investments
4 October 2023

How Hedge Fund Investors Keep Composed In Volatile World

This news service talks to Sussex Partners, a UK-based business that advises institutions about...

Family Office
28 September 2023

Family Offices Aren't Shunning Risk, But Getting Smarter – Citi Private Bank

After its survey emerged a few weeks ago, Citi Private Bank spoke again to this news service about...

White Papers
21 September 2023

Winning Women In MENA: How Wealth Managers Can Help Further Female Empowerment

A new report from this news service, in partnership with First Abu Dhabi bank, explores what HNW...

Strategy
15 September 2023

Learning From The UK "De-Banking" Furore – A Modern Bank's Perspective

A new financial services firm that calls itself a "Coutts-Revolut" hybrid reflects on the recent...

Legal
31 August 2023

Learning The Legal Lessons From “Succession”

In this detailed analysis of legal questions generated by the HBO television drama, law firm Squire...

Wealth Strategies
30 August 2023

Taking A "Floating" Approach As Rates Rise

This news service talks to US-based New Mountain Capital about the benefits of holding...

Wealth Strategies
25 August 2023

Inflation, Rising Rates Put Behavioural Finance In The Frame

The discipline within economics known as behavioural finance continues to be important. The market...

White Papers
22 August 2023

Jersey Finance Report On Digital Assets, Crypto-Currencies

A new report, published with the island's financial promotional organisation, sets out the issues...