News, Comment & Analysis results for Archive

Company Profiles
24 November 2025

Deutsche Börse's Clearstream Says Scale Counts In Rapidly Evolving Markets

This publication talked to senior figures at one of those large European organisations that provide...

People Moves
21 November 2025

Multrees Names New Chief Operating Officer

Edinburgh-headquartered Multrees Investor Services, an investment operations and technology...

Asset Management
21 November 2025

What's New In Investments, Funds? – Invesco, Pictet, Deutsche Bank, EQT

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

Technology
21 November 2025

Swissquote Bank In Singapore Unveils OpenWealth API Connectivity

The Swiss firm in Singapore is using its system to help improve onboarding and other important...

Investment Strategies
21 November 2025

Amundi Leans Towards Emerging Market Assets In 2026

Paris-based European asset manager Amundi released its 2026 global investment outlook at a media...

Compliance
21 November 2025

How The Gulf States Play The Digital Assets Trend – In Conversation With Taurus

This publication talks to a firm about the approach that various Middle East jurisdictions take...

Awards
21 November 2025

EXCLUSIVE: Winners Of The Twelfth WealthBriefing MENA Awards

Congratulations again to the winners of this year's awards programme. ...

Tax
21 November 2025

Wealth Managers Look Closely At Gilts Ahead Of UK Budget

At a meeting in London this week, together with other wealth managers, California-based investment...

People Moves
20 November 2025

New CEO Of True Potential Wealth Management Named

The incoming CEO of True Potential Wealth Management, a firm managing more than £34 billion ($44...

Client Affairs
20 November 2025

UK Inflation Falls – Wealth Managers React

After UK inflation fell for the first time in seven months, wealth managers discuss the impact on...

Comment & Analysis results for Archive

Strategy
22 May 2023

BOOK REVIEW: In Defence Of Capitalism, By Rainer Zitelmann

While unlikely to sway those already hostile to the free market economic system, this book puts a...

Company Profiles
13 April 2023

Avaloq Sees UK Opportunities From M&A, Tech Changes

Mergers and acquisitions, artificial intelligence, blockchain technology and secular drivers of...

Offshore
12 April 2023

Why Residency/Citizenship-By-Investment Visas Aren't Going Away

This news service speaks to a business that has offices in a number of jurisdictions – including...

Company Profiles
11 April 2023

Welrex Says Business Model Taps Need For Change

A new UK-based digital investment management platform for relationship managers, encompassing B2B...

Strategy
3 April 2023

GCC Countries’ Economic Dynamism Attracts Investors And Wealth

In the first of a series of articles, we look at trends in the GCC region's wealth management...

WM Market Reports
22 March 2023

Tech Traps Wealth Managers Must Avoid 2023

The latest edition of our regular "Tech Traps" reports. ...

Compliance
21 March 2023

Developments In Private Bank RegTech – Views From The Experts

Regulatory technology – software that a private bank has to use in order to produce information...

Alt Investments
21 March 2023

In Tough Times, Private Market Secondaries Can Shine

The venture capital, private equity and other parts of the "private markets" space have been jolted...

Strategy
9 March 2023

Exclusive: Biotech Sector To Take Off In 2023

Swiss-based BB Biotech’s head investment manager, Daniel Koller, talks to this news publication...

Asset Management
6 March 2023

Comgest's Mood Brightens For Europe, Asia Investments

After a strong start to global stock markets, Franz Weis chief investment officer at Comgest, a...