News, Comment & Analysis results for Archive

Asset Management
4 December 2025

What's New In Investments, Funds? – Further, 3iQ Corp, Amundi, CPRAM

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

New Products
4 December 2025

UBP Launches Fund Under Singapore’s VCC Framework

The move is designed to offer a blend of institutional-grade investment capabilities and private...

Awards
4 December 2025

EXCLUSIVE: Winners Of The Fourth WealthBriefing Channel Islands Awards 2025

Congratulations to the winners of this year's awards programme in the Channel Islands. ...

Surveys
4 December 2025

Caribbean, Mauritius Family Offices Shift To Fixed Income, Private Markets After Tariffs

In all the changes in allocations, the main loser was the equities market. ...

Investment Strategies
3 December 2025

Quantum Computing, Taylor Swift And US Elections: Saxo's 2026 "Outrageous Predictions"

As a new year comes over the horizon, the European group throws out bold claims about what might...

New Products
3 December 2025

What’s New In Investments, Funds? – M&G, Invesco, Sarasin & Partners

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

M and A
3 December 2025

Deals Of The Day: The Latest In Wealth Management M&A – Carne, JFML

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

Investment Strategies
3 December 2025

Lombard Odier Positive On Emerging Markets, Gold In 2026

Swiss private bank Lombard Odier has released its Outlook 2026 giving an overview of the bank’s...

People Moves
3 December 2025

Who’s Moving Where In Wealth Management? – Schroders, Investec Bank, Broadridge, Droit

The latest moves, appointments and personnel changes in wealth management for the UK, rest of...

Investment Strategies
2 December 2025

Is There A Bubble In The Stock Market Or Not?

Are there risks around the massive amounts of money going into areas such as AI and the levels seen...

Comment & Analysis results for Archive

WM Market Reports
4 July 2023

BNP Paribas' Wealth Arm Builds German Business Momentum, Broader Growth Beckons

The Paris-based group, which operates in a number of countries, spoke to this news service about...

Company Profiles
3 July 2023

UK's Walter Scott Steers Long-Term, Highly "Active" Course

We talk to a Scotland-based fund management house that puts big stress on what it regards as...

Trust Estate
26 June 2023

INTERVIEW: Wealth Managers Must Get Proactive About Handling Elder Abuse

This news service talks to a UK-based law firm about the problem of "elder abuse" – a term...

Practice Strategies
12 June 2023

Banking, Wealth Sector In Ferment – A Talent Management Overview

What makes a good wealth manager, and what are the skills and qualities in demand today, and what...

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. ...