News, Comment & Analysis results for Archive

New Products
1 October 2026

What’s New In Investments, Funds? – Lazard AM, Franklin Templeton, Others

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

Surveys
1 October 2026

What Does Living Until 100 Mean For Finances? – RBC WM Survey

On International Longevity Day on 1 October 2026, a new longevity study by RBC Wealth Management...

Financial Results
30 September 2026

Pre-Tax Operating Loss Narrows Sharply At Close Brothers In 2026 Financial Year

The UK banking and financial services group has sold off parts of its business and made other...

M and A
30 September 2026

UK's Liontrust Agrees To Buy Hawksmoor Businesses

The Hawksmoor businesses are profitable and will immediately add to Liontrust's earnings. ...

People Moves
30 September 2026

France's RockFi Accelerates Wealth Management Growth With Senior Hire

RockFi, a French private wealth management fintech, supports over 1,500 families and aims to reach...

New Products
30 September 2026

What’s New In Investments, Funds? – Fidelity International, Schroders, Vontobel, Others

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

Investment Strategies
30 September 2026

EXCLUSIVE: Franklin Templeton Focuses On German, Spanish Bonds Amidst Political Noise

David Zahn at California-headquartered investment manager Franklin Templeton shares his insights on...

People Moves
30 September 2026

Who's Moving Where In Wealth Management? – Redmayne Bentley, Broadridge

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

ESG
30 September 2026

The Sustainability Phenomenon: Crédit Agricole

The latest developments in the sustainability space. ...

Financial Results
29 September 2026

Jersey Financial Sector Shines

With total funds business in Jersey valued at $799.2 billion, the jurisdiction is continuing to...

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...