News, Comment & Analysis results for Archive

Compliance
28 October 2025

Compliance Corner: Banque Delubac & Cie, MiCA; UAE Regulators Sign MoU

The latest compliance news: regulatory developments, punishments, guidance, permissions and...

Family Office
28 October 2025

UHNW Families At Odds Over Wealth, Risks Put Relocation In Focus – Survey

Among its findings, the survey reported that a large proportion of family members clashed over...

Family Office
28 October 2025

Prominent Qatar Figure's Family Office Builds Team – Report

The report said that the family office has won regulatory approval to set up in Monaco. ...

Asset Management
28 October 2025

Taking Emotion Out Of Investing – In Conversation With Smart Wealth's CEO

WealthBriefing talks to the chief executive and founder of a Swiss asset management firm that is...

People Moves
27 October 2025

Quilter Cheviot Names New Investment Director

The new appointee will bolster Quilter Cheviot's offering to high net worth clients across the UK,...

Comment & Analysis results for Archive

Strategy
15 September 2023

Learning From The UK "De-Banking" Furore – A Modern Bank's Perspective

A new financial services firm that calls itself a "Coutts-Revolut" hybrid reflects on the recent...

Legal
31 August 2023

Learning The Legal Lessons From “Succession”

In this detailed analysis of legal questions generated by the HBO television drama, law firm Squire...

Wealth Strategies
30 August 2023

Taking A "Floating" Approach As Rates Rise

This news service talks to US-based New Mountain Capital about the benefits of holding...

Wealth Strategies
25 August 2023

Inflation, Rising Rates Put Behavioural Finance In The Frame

The discipline within economics known as behavioural finance continues to be important. The market...

White Papers
22 August 2023

Jersey Finance Report On Digital Assets, Crypto-Currencies

A new report, published with the island's financial promotional organisation, sets out the issues...