News, Comment & Analysis results for Archive

M and A
9 March 2026

Investor Group Now Holds 30 Per Cent Of Leonteq After Raiffeisen Switzerland Move

Last week, the Swiss structured products specialist and financial technology business, had a change...

Market Research
6 March 2026

High Net Worth Individuals Holding More Cash – UK Survey

Cash is taking on a more prominent role in high net worth portfolios, with advisors reporting a...

Strategy
6 March 2026

ANALYSIS: Women's Progress, Challenges In Wealth Management Parity

We take a look at different ways that women intersect with wealth and finance, what progress there...

People Moves
6 March 2026

Who’s Moving Where In Wealth Management? – Canaccord Wealth, Nomura Asset Management

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

People Moves
6 March 2026

Allianz GI Names New APAC Distribution Head

The appointee, who will be joining from Citi Wealth, has worked in the wealth sector and related...

Comment & Analysis results for Archive

Art
16 July 2025

Fires, Floods And Other Hazards: Managing Risks To Fine Art

This news service recently talked to the head of art advisory of Citi Wealth – appointed to the...

Asset Management
7 July 2025

Index Investing Has A "Reconstitution" Problem: How To Fix It

We talk to Dimensional Fund Advisors about why index investing in the conventional sense raises a...

Tax
1 July 2025

Non-Dom Businesswoman Voices Anger, Plans Exit As UK Rules Change

We talk to a businesswoman, TV personality, academic and author about her annoyance, and...

Philanthropy
17 June 2025

New Report On Philanthropy, Ethical Investment

The state of HNW philanthropy throughout the world today – WealthBriefing's ground-breaking...

Family Office
23 May 2025

The Hard Realities Of Family Office Economics – In Conversation With Stonehage Fleming

Family offices are a hot topic, and many UHNW families want to create them, but going solo is an...