News, Comment & Analysis results for Archive
US Bonds More Attractive Than UK Gilts – Orbis
Mark Dunley-Owen at Bermuda-based Orbis Investments discusses why he believes bonds are attractive...
L&G Asset Management Pushes Further Into Real Estate, Wealth Area
With £1.2 trillion ($1.3 trillion) in AuM, L&G wields considerable weight in the UK and...
Titan Private Clients Launched In Dubai
In line with a number of firms that have been increasing their presence in Dubai and neighbouring...
Deals Of The Day: The Latest In Wealth Management M&A – Suntera, Schweizer Treuhand, excent AG
The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...
Barclays Opens Riyadh Office; Names Saudi CEO
The UK-headquartered bank has opened an office in Riyadh after securing a Capital Market Authority...
Comment & Analysis results for Archive
Trusted Relationships, Not Transactions – In Conversation With Meta Octav
WealthBriefing recently visited the Geneva-headquartered boutique advisory and fiduciary firm that...
Adverse Media Checks A Major Compliance Task, Puts Spotlight On Tech
In this article, we talk to smartKYC, an enterprise solution for KYC due diligence automation. One...
Wealth Managers Discuss Brexit Impact 10 Years On
On the 10-year anniversary of the Brexit referendum this week, Hetal Mehta, chief economist at UK...
ANALYSIS: What Advisors Should Tell Clients Who Use AI For Guidance?
The editor looks at clients' use of AI tools to research financial material and even suggest ideas...
Huge Valuation Gap Hampers AlTi Global Sale
Our US correspondent takes a deep dive into developments at AlTi Global – or AlTi Tiedemann –...