News, Comment & Analysis results for Archive

M and A
5 August 2026

Pacific Asset Management Acquires Asset Value Investors

The acquisition reflects Pacific's commitment to investing in high-quality specialist investment...

Surveys
5 August 2026

UK Ranks Behind Singapore, US, UAE In New Wealth Management Index

Avaloq, a tech provider to private banks such as HSBC, Deutsche Bank, Barclays and Edmond de...

People Moves
5 August 2026

Who’s Moving Where In Wealth Management? – Alltrust, Hawksford, Aventur

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

Financial Results
4 August 2026

HSBC Pre-Tax Profit Rises 23 Per Cent In H1 2026; Wealth Arm Helps Higher Income

The UK/Hong Kong-listed group reported a broadly positive set of results today. The lender said a...

Asset Management
4 August 2026

Lombard Lending Disruptor Secures Another UK Partner

Otherwise known as Lombard lending, the business says it is disrupting the way that asset-backed...

Offshore
4 August 2026

Liechtenstein Beneficial Ownership Register Hit By Cyber Attack

After copies of data relating to 31,000 legal entities were unlawfully taken, the register has been...

People Moves
4 August 2026

Ocorian's Middle East Group Names Commercial Director

The newly-appointed figure will lead growth for Ocorian's private client business across the Middle...

Investment Strategies
4 August 2026

Wealth Managers Weigh In On Central Banks' Rate Pause

After major central banks, the Bank of Japan, the Bank of England, the European Central Bank and...

Wealth Strategies
4 August 2026

Volatile Markets Demonstrate Active Management's Value, Wealth Managers Say

We look at the example of the high market volatility in an Asian country's equity markets, and...

People Moves
4 August 2026

Lombard Odier Bolsters Turkey Business, Hires Ex-UBS Figure

As the potential of the Turkish wealth management market grows, the Swiss private bank is...

Comment & Analysis results for Archive

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...

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...