News, Comment & Analysis results for Archive

People Moves
6 May 2026

Julius Baer Names Interim India Country Head

Sumaya will continue to serve in his role as head of global Non-Resident Indians. A number of banks...

People Moves
6 May 2026

Who’s Moving Where In Wealth Management? – Pictet, Universal Investment Group, Muzinich & Co, Others

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

Investment Strategies
6 May 2026

Bank J Safra Sarasin Upbeat On Emerging Market Equities, Driven By Tech

Swiss private bank Bank J Safra Sarasin shares its insights on the macroeconomic outlook and asset...

People Moves
6 May 2026

Capital Group Expands Middle East Presence

The new Abu Dhabi presence will include investment, operational, and client-facing capabilities,...

Investment Strategies
6 May 2026

For Anxious Investors, Where Are Viable Ports In The Storm?

This publication examines the options available to investors who fear inflation and its erosion of...

Comment & Analysis results for Archive

Investment Strategies
14 November 2024

US Equities And Dollar Have Delivered Ringing Endorsement Of Trump. What Now? – WELREX - Part 1

The first in a two-part detailed analysis about what the financial markets could do in the next...

Alt Investments
4 November 2024

In Troubled Times, What's The Investment Case For Fine Alcohol?

Whether it is fine wine, whisky or cask tequila, there is a case, so advocates for investing say,...

WM Market Reports
15 October 2024

WealthBriefing's Tech And Ops Trends In Wealth Management Research Report

The annual report is an important part of the work that the publisher of this website does in...

New Office
8 October 2024

The Bahamas: A Complete And Compelling Choice - Part 2

This document sets out areas that continue to preoccupy financial services professionals working in...

Tax
1 October 2024

Non-Doms, Fairness And Family Enterprise – In Conversation With Philip Marcovici

While debate appears open on whether and how the UK's non-dom system will disappear, we talk to a...