News, Comment & Analysis results for Archive

UHNW Institute
2 October 2026

The UHNW Institute's "Table Stakes" Framework Explained

This news service met with the UHNW Institute recently to discuss how an important new framework...

Strategy
2 October 2026

BNP Paribas Expands With Nordic Region Wealth Business

The Paris-headquartered bank cited data showing that a growing number of ultra-HNW individuals are...

M and A
2 October 2026

Nuveen Completes Schroders Purchase

Over the next 12 to 18 months, Schroders will continue to operate separately within Nuveen, the...

People Moves
2 October 2026

Who’s Moving Where In Wealth Management? – RBC BlueBay AM, Lincoln International

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

Investment Strategies
2 October 2026

EXCLUSIVE: Carmignac Positive On Tech-Driven Emerging Markets

This news service visited wealth managers in Paris last week to discuss their wealth and asset...

Statistics
2 October 2026

Global IPO Proceeds Hit Record, Listing Numbers Drop – EY

Initial public offerings are important liquidity events that wealth managers track. Latest figures...

Surveys
2 October 2026

Europeans Don’t Explain Private Market Offerings Clearly; Swiss Banks Outperform

A study of 30 UK and other European wealth managers and private banks finds that most have built...

Surveys
2 October 2026

Confidence Down Amongst UK Wealthy, Driven By Fears Over Tax, Wealth Policies – Saltus Wealth Index

Confidence among UK high net worth individuals (HNWIs) has fallen further over the last six months,...

People Moves
1 October 2026

Who’s Moving Where In Wealth Management? – Canaccord Wealth, Berenberg, W1M

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

People Moves
1 October 2026

Stonegate Capital Names New Chief Financial Officer

The new CFO brings close to 20 years of experience of working family office, corporate finance...

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...