News, Comment & Analysis results for Archive

People Moves
8 June 2026

Who’s Moving Where In Wealth Management? – Weatherbys, Coutts, Suntera, DFSA

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

People Moves
5 June 2026

Who’s Moving Where In Wealth Management? – JTC, Ogier Global

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

Surveys
5 June 2026

Alpine Holiday Homes Up 4 Per Cent In 2025 – UBS GWM

This week, UBS Global Wealth Management’s chief investment office published its European "UBS...

Investment Strategies
5 June 2026

Pictet AM Positive On European, Emerging Market Equities, Gilts, Gold

At a media roundtable in London this week, Luca Paolini, chief strategist at Pictet Asset...

New Products
5 June 2026

What’s New In Investments, Funds? – Mishcon de Reya, WisdomTree

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

Awards
4 June 2026

Registrations Open For WealthBriefing Swiss Awards 2027

Now in its fourteenth year, the WealthBriefing Swiss Awards 2027 programme, part of this...

Surveys
4 June 2026

Rise In High Net Worth Individuals' Global Wealth In 2025 – Capgemini

The 30th edition of the Capgemini Research Institute’s World Wealth Report 2026, published this...

Surveys
4 June 2026

Family Offices Need To Step Up Cyber Risk Defence – Survey

A new global study by Ocorian reveals that almost three quarters of those surveyed predict the...

People Moves
4 June 2026

Who’s Moving Where In Wealth Management? – First Eagle Investments

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

New Products
3 June 2026

What’s New In Investments, Funds? – Nordea AM, Spiro, PGIM

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

Comment & Analysis results for Archive

Tax
6 October 2023

Sparing No One: Cross-Border Taxation of Globally Mobile Individuals - Part 1

This is the first of a highly detailed examination of cross-border tax issues for individuals...

Alt Investments
4 October 2023

How Hedge Fund Investors Keep Composed In Volatile World

This news service talks to Sussex Partners, a UK-based business that advises institutions about...

Family Office
28 September 2023

Family Offices Aren't Shunning Risk, But Getting Smarter – Citi Private Bank

After its survey emerged a few weeks ago, Citi Private Bank spoke again to this news service about...

White Papers
21 September 2023

Winning Women In MENA: How Wealth Managers Can Help Further Female Empowerment

A new report from this news service, in partnership with First Abu Dhabi bank, explores what HNW...

Strategy
15 September 2023

Learning From The UK "De-Banking" Furore – A Modern Bank's Perspective

A new financial services firm that calls itself a "Coutts-Revolut" hybrid reflects on the recent...

Legal
31 August 2023

Learning The Legal Lessons From “Succession”

In this detailed analysis of legal questions generated by the HBO television drama, law firm Squire...

Wealth Strategies
30 August 2023

Taking A "Floating" Approach As Rates Rise

This news service talks to US-based New Mountain Capital about the benefits of holding...

Wealth Strategies
25 August 2023

Inflation, Rising Rates Put Behavioural Finance In The Frame

The discipline within economics known as behavioural finance continues to be important. The market...

Investment Strategies
22 August 2023

Value And Growth – Japan’s Promise And Performance

This news service recently talked to a UK-based investment house that concentrates on Japanese...

White Papers
22 August 2023

Jersey Finance Report On Digital Assets, Crypto-Currencies

A new report, published with the island's financial promotional organisation, sets out the issues...