News, Comment & Analysis results for Archive

Strategy
23 March 2026

In Unsettled Times, US HNW Citizens Ponder Foreign Options

We talk to an advisor about the issues confronting those thinking of moving outside the US, or...

Financial Results
23 March 2026

Edmond de Rothschild AuM Hit Record High In 2025

Geneva-based private banking group Edmond de Rothschild reported strong growth in 2025, driven by...

People Moves
23 March 2026

Who’s Moving Where In Wealth Management? – Equiom

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

People Moves
20 March 2026

CEO of DWS Appointed To Deutsche Bank's Management Board

For DWS, the appointment its CEO as a Deutsche Bank management board member offers the opportunity...

Investment Strategies
20 March 2026

Middle East Conflict Causes Central Banks To Hold Rates

After central banks kept interest rates unchanged this week, wealth managers discuss the impact on...

People Moves
20 March 2026

Citi Wealth Adds Senior Figure To EMEA Client Solutions Team

Formerly with BNY, the banker will work at the US firm's Dubai office. ...

Investment Strategies
20 March 2026

JP Morgan Private Bank Highlights Singapore Equity Market Benefits

Weiheng Chen, global investment strategist at JP Morgan Private Bank, explores how the Singapore...

New Products
20 March 2026

What’s New In Investments, Funds? – Hamilton Lane, Quaero Capital, S64, Ardian

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

Awards
20 March 2026

EXCLUSIVE: Winners Of WealthBriefing European Awards 2026

Congratulations to this year's worthy winners. ...

People Moves
19 March 2026

Connection Capital Names New CEO, Partner

Among the achievements of the new CEO, he delivered consistently strong double-digit net returns...

Comment & Analysis results for Archive

White Papers
6 December 2023

The Bahamas: A Complete And Compelling Choice – Part 4

In the final part of a four-part series, this news service issues a report about developments in...

Compliance
29 November 2023

One Year On From CJEU Ruling Vs Public Registers Of Beneficial Ownership

An organisation working in the field of compliance and regulation argues that last year's European...

White Papers
23 November 2023

New Report: How Wealth Ecosystem, Healthcare Interact

The boundaries between health and wealth increasingly intersect and a new report from China's Hywin...

Company Profiles
23 November 2023

Banking In Turbulent Times – In Conversation With Arbuthnot Latham

This publication recently sat down with Arbuthnot Latham, the venerable UK private banking group...

Compliance
15 November 2023

Can Rapid Account-Opening Coexist Alongside Heightened Compliance?

The approach that banks and other wealth management industry players take towards handling...

ESG
14 November 2023

"Greenwashing" Controversies Focus Minds On What Investors Own

This news service talks to the MFO – born from a series of corporate mergers and acquisitions –...

ESG
14 November 2023

How Blending Philanthropy, Investment Creates "Win-Wins" – Pictet

This news service recently spoke to a senior Pictet figure about the work it does on...

Compliance
9 November 2023

FINMA's Cryptocurrency Stance Makes Swiss Industry Nervous

Switzerland has made waves in the world of cryptos and digital assets. Its "crypto valley" in Zug...

Family Office
25 October 2023

EXCLUSIVE: A Walk Around Germany's Single-Family Offices Sector – Part 2

In part one of this two-part feature, this publication talked to German banks about their work with...

Family Office
24 October 2023

EXCLUSIVE: A Walk Around Germany's Single-Family Offices Sector – Part 1

As it is high time that this news service took a deep dive into the German single-family offices...