News, Comment & Analysis results for Archive

New Products
21 August 2026

What’s New In Investments, Funds? – Vanguard, FE fundinfo

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

People Moves
21 August 2026

Who’s Moving Where In Wealth Management? – Quilter Cheviot, Hawksford

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

People Moves
21 August 2026

Indian Wealth Manager Appoints Chief Growth, People Officer

The group has appointed an experienced figure from India’s wealth sector that covers business...

People Moves
21 August 2026

Swiss Private Bank Appoints External Asset Managers Head

A long-serving client advisor at the bank now leads the EAM business, an important sector in...

Financial Results
21 August 2026

Lombard Odier Posts Record SFr239 Billion AuM In H1 2026

The Geneva-based private bank reported record client assets and net profit for the first six months...

Comment & Analysis results for Archive

Legal
5 May 2026

HNW Israel Divorce Court Case Uncovers Hidden Assets – Implications

Lawyers comment on the implications of a recent divorce case in Israel where financial structures,...

Tax
30 April 2026

ANALYSIS: Unclaimed Withholding Taxes - A Multi-Billion Tech Opportunity

Claiming back what are called withholding taxes is becoming an increasingly pressing matter. The...

Wealth Strategies
20 April 2026

Fixing A Major Capital Mispricing On Women's Health – In Conversation With Maryann Umoren Selfe

A wealth management and private banking figure uses her understanding of structural mispricing in...

Strategy
12 March 2026

ANALYSIS: The Private Banker In The AI Era – Impact For Clients, Advisors

This news service's group editor (Tom Burroughes) and contributing editor for WealthBriefingAsia...

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...