News, Comment & Analysis results for Archive

Investment Strategies
13 June 2025

European Banks Tap Into Rising Defence Spending Trend

Jolted by worries that the US will scale back its commitments, European countries are – or say...

Wealth Strategies
13 June 2025

The Small Caps Equity Case – In Conversation With Oberon Investments

Small-cap stocks aren't always flavour of the month, and their performance can sometimes deter...

People Moves
12 June 2025

EXCLUSIVE: UBS Appoints New Head For HNW Business In UK

This publication can exclusively reveal a new top-line appointment at the Swiss bank’s wealth...

Islamic Banking
12 June 2025

What's New In Investments, Funds? – Leonteq, Emirates Islamic

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

WM Market Reports
12 June 2025

Single-Family Offices Remain Keen On Direct Investing; Challenges Remain – Study

BNY Wealth has issued a report that drills down into the views of single-family offices worldwide,...

People Moves
12 June 2025

Who’s Moving Where In Wealth Management? – Saranac Partners, Puma Investments

The latest moves, appointments and personnel changes among wealth management and related...

Financial Results
12 June 2025

Julius Baer Raises €500 Million In Debt Financing

The private bank, operating in several jurisdictions, said the debt sale was part of a move to...

Awards
12 June 2025

Nominations Open For 13th WealthBriefing Swiss Awards 2026

Part of our global programme, the awards are now in their 13th year – we urge readers who want to...

Compliance
12 June 2025

Compliance Corner: Guernsey Greenlights New Offshore Bank

The latest compliance news: regulatory developments, punishments, guidance, permissions and new...

People Moves
12 June 2025

LLB Group Voices Regret As Chief Executive Decides To Leave

The CEO has been with the group since the autumn of 2012, leading it as CEO from 2021. His period...

Comment & Analysis results for Archive

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...

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...

Offshore
6 March 2023

The Squeeze On Investment Visas – What Should Happen Now?

With these programmes, the subject of this interview says, the benefit is not just in the initial...

Trust Estate
3 March 2023

Challenges For Multi-Generational Families Over Succession

A take-home point from this article is that for multi-generational family firms to navigate...

Compliance
24 February 2023

Foundations For Effective Corporate Governance

The author argues that UK regulatory expectations largely date back to the financial crisis. At...

Tax
21 February 2023

Soaring Inheritance Tax Receipts Highlight Need For Reform

Inheritance tax receipts are rising, and this suggests that tax brackets are capturing a wider...

Art
9 February 2023

Fine Art Finance – A Change Of Perspective For Your Collection

The international law firm gives a brief tour of the fine art investment landscape, a subject of...

Technology
6 February 2023

An Economic Era Of Data Democratisation?

The author of this article talks about the economic background of inflation and economic...

White Papers
3 February 2023

Achieving Digital Experience Goals With Technology

The author of this article – the second in a series – argues that even in difficult...