News, Comment & Analysis results for Archive

M and A
11 September 2026

Deals Of The Day: The Latest In Wealth Management M&A – Shackleton Advisers, AC Wealth

The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...

Client Affairs
11 September 2026

KENDRIS Bolsters Luxembourg Presence

The firm said that by combining its local expertise with its international network it will be able...

Investment Strategies
11 September 2026

How SpaceX IPO Illuminates Equity Investment Challenges – Baron Capital

The major IPO of the US company created plenty of drama, unsurprising when Elon Musk is involved....

WM Market Reports
10 September 2026

Research Starts On Major AI And Wealth Management Report

The publisher of this news service is preparing a major report that looks at how AI affects the...

People Moves
10 September 2026

HSBC's Private Bank Appoints Leadership For Family Offices, US Private Bank

Both of the new senior hires previously worked at Citi Private Bank. ...

New Products
10 September 2026

UK Lombard Lender Disruptor Partners With Another Wealth Manager

The firm says it is harnessing technology to make Lombard lending more accessible to a wealth...

People Moves
10 September 2026

Charities Aid Foundation Appoints New Chief Executive

The organisation, which has operated for more than a century, has a new CEO. It works with...

People Moves
10 September 2026

Who's Moving Where In Wealth Management? – Briarwood Partners, Aberdeen, Mischcon de Reya

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

People Moves
10 September 2026

Edwin Coe Appoints Five New Partners

Together, the new partners will strengthen Edwin Coe’s ability to advise across the...

People Moves
10 September 2026

Lincoln Private Investment Office Adds To Advisory Board

Two senior figures in the UK wealth and asset management fields have joined the private investment...

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...