News, Comment & Analysis results for Archive

Investment Strategies
19 March 2026

Investors Retreat From Risk, Move Into Cash – Bank Of America Survey

Unsurprisingly, a survey of what fund managers around the world think showed that they are moving...

People Moves
19 March 2026

Who’s Moving Where In Wealth Management? – DWS, Moonfare, Others

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

Surveys
19 March 2026

Italian Family Business Study – Younger Gen Mostly Outside The Boardroom

While many Millennials and Gen Z adults are involved in their family business, a small share of...

Awards
18 March 2026

Nominations Open For WealthBriefing Channel Islands Awards 2026

The organisers of these awards are pleased to announce that the nomination process is open for...

Strategy
18 March 2026

UK-Headquartered Titan Wealth Leans Into Sports

The intersection of wealth management and sport continues to throw up examples of business...

Comment & Analysis results for Archive

Strategy
26 June 2024

The Good, The Difficult And The Stable – What Headhunters See Around The World

We talk to wealth management headhunters in North America, Europe, Middle East and Asia about what...

Alt Investments
12 June 2024

Riding The Infrastructure Train Is Positive Journey For UK Advisor

We talk to the manager of a listed infrastructure fund about the asset class, its potential and a...

Alt Investments
4 June 2024

An Expert Sparring Partner For Wealthy Investors In Alternatives

A Germany-headquartered multi-family office, which won a capital market licence earlier this year,...

M and A
29 May 2024

Swiss Bank Consolidation Chatter Shows How Scale Dominates Thinking

Regardless of the truth of specific rumours and media stories, the idea that more Swiss banks might...

Technology
14 May 2024

Exclusive: FIS Focuses On AI’s Wealth Management Role

Russell Andrews, head of wealth and asset management EMEA, capital markets at Florida-headquartered...