News, Comment & Analysis results for Archive
One-Off Effects Dent Julius Baer IFRS Net Profit For 2025; Underlying Earnings Gain
Underlying pre-tax profit showed a notable improvement from 2024. The headline figure was affected...
Trump Nominates New Fed Chair – The Wealth Management Verdict
Thought of as being possibly more open to further interest rate cuts, Kevin Warsh has also had a...
Senior UBS Family Office, UHNW Client Services Figure Expands Role
In December last year, the Swiss firm made changes to its operating model, including the...
Private Wealth Channel Shines In Blackstone's 2025 Results
As some traditional investors in private markets became fully allocated, large players in the...
The UK-China Whisky Deal Adds To Trade Momentum
UK Prime Minister Sir Keir Starmer and Chinese President Xi Jinping said that they had reset...
Deals Of The Day: The Latest In Wealth Management M&A – Titan Wealth, IWP, Carne Group, Permira
The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...
Compliance Corner: Crown Agents Bank, Abu Dhabi Global Market, UAE, Scotland
The latest compliance news: regulatory developments, punishments, guidance, permissions and...
EXCLUSIVE: UK's Weatherbys Appoints Fintech Expert; Explains Private Bank Strategy
As well as exclusively reporting on a senior appointment at the UK bank today, WealthBriefing also...
Deals Of The Day: The Latest In Wealth Management M&A – Titan Wealth, Sound Financial Management
The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...
Wealth Managers Continue To Increase Emerging Market Exposure
After emerging market equities outperformed developed ones in 2025 and as investment managers seekk...
Comment & Analysis results for Archive
How AI Can Raise Wealth Management Game In The Gulf
With artificial intelligence technology gathering headlines and stirring controversy – and...
How "Evergreen" Approach Wins Friends For Private Markets
There appears to be something of a trend towards "perpetual" or "evergreen" fund structures that...
Bringing Great Eye Vision To The Poor – A Hong Kong Philanthropist's Tale
Chen’s philanthropy journey throws light on an important aspect of charity that can be...
Private Investigation Sector Never Busier As Risks Proliferate
Whether it is cyber hackers, corrupt staff, kidnappers or vengeful former spouses, there's plenty...
Monetary Metals Says Gold Yield Marketplace Fits Wealth Menus
Confounding the standard line that gold doesn't produce a yield, a business that uses gold to earn...
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...
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...
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...
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...
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...