News, Comment & Analysis results for Archive

Strategy
27 July 2026

ANALYSIS: The Evolving, Widening World Of Concierge

Delivery models and client demands continue to evolve in the area that can be loosely called...

Financial Results
24 July 2026

Vontobel H1 2026 Profit Surges 87 Per Cent

The Swiss private bank and investment manager reported higher revenues and a lower cost base in the...

New Products
24 July 2026

What’s New In Investments, Funds? – BlackRock, Phenix Capital Group

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

M and A
24 July 2026

Advisor Consolidation, US-UK Dealflow Strong; Australia Offers Promise – Report

At the half-way point of 2026, a firm examines transaction trends for wealth management in three...

M and A
24 July 2026

UK Defence M&A Sees Deal Surge In First Half 2026

Interest in the UK defence sector is rising, and valuations are continuing to trend upwards with...

Comment & Analysis results for Archive

Client Affairs
8 May 2026

ANALYSIS: The American Citizen Inflow To UK – What's Driving It?

A new residency system, a desire for new lifestyles and opportunities, and a dislike of domestic US...

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,...

Legal
5 May 2026

ANALYSIS: To Reform Or Leave Alone? – Non-Compete Clauses In The UK 

Many wealth managers, private bankers and advisors are familiar with non-competes and the other...

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...