News, Comment & Analysis results for Archive

Surveys
6 November 2025

Investors Expect To Boost Allocations To Private Markets – Barclays Private Bank

Barclays Private Bank and Wealth Management has published its second annual private markets report...

Tax
6 November 2025

Rathbones Sets Out UK Autumn Budget Wishlist

Ahead of the UK’s Autumn Budget in November, UK wealth manager Rathbones has outlined five...

M and A
6 November 2025

Utmost Group Completes Lombard International Integration

After securing approval to acquire the business last year, Utmost Group aims to leverage the firm's...

Compliance
6 November 2025

Compliance Corner: Regulatory Change Management Costs Seen Rising

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

Client Affairs
6 November 2025

TV Celebrities Discuss Business Successes, Failures – Guernsey Private Wealth Forum

TV celebrities Jamie Laing, founder of Candy Kittens and Jampot Productions, and Deborah Meaden,...

People Moves
5 November 2025

Who’s Moving Where In Wealth Management? – Charles Russell Speechlys, Quilter, Others

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

New Office
5 November 2025

Union Bancaire Privée Officially Opens Riyadh Office

A number of Western firms have set up in the UAE and related Gulf region in recent years. ...

People Moves
5 November 2025

Top-Level Changes Coming At EFG International's Luxembourg Subsidiary

Among the changes, the banking group said it has nominated a new chair for its Luxembourg business...

Statistics
5 November 2025

Opinion Of The Week: UK Investors Don't Seem That Bothered By Inflation

Maybe UK investors have become used to low single-digit inflation which can still erode wealth –...

Financial Results
5 November 2025

Evelyn Partners Posts Record AuM; Hires New AI Officer

UK wealth manager reported a record £67 billion ($88 billion) in assets under management, with...

Comment & Analysis results for Archive

Compliance
19 September 2025

From Cryptos To Singapore’s COSMIC World – New Frontiers In Compliance

This news service discusses establishing sources of wealth, the challenge of cryptos in a market...

Strategy
1 September 2025

Swapping Singapore For London – Reflections From Lombard Odier's Vincent Magnenat

A senior private banker for Lombard Odier, working for many years in Singapore, has made the move...

Wealth Strategies
27 August 2025

BNY Investments Insights On Global Credit Markets

Here is a new offering from BNY Investments in conjunction with this publication. ...

Wealth Strategies
31 July 2025

Spotlight On Rise In Guernsey’s Private Wealth, South Africa Connection – FNB

As First National Bank celebrated its 10-year milestone in Guernsey and unveiled a new office this...

Asset Management
7 July 2025

Index Investing Has A "Reconstitution" Problem: How To Fix It

We talk to Dimensional Fund Advisors about why index investing in the conventional sense raises a...

Tax
1 July 2025

Non-Dom Businesswoman Voices Anger, Plans Exit As UK Rules Change

We talk to a businesswoman, TV personality, academic and author about her annoyance, and...

Philanthropy
17 June 2025

New Report On Philanthropy, Ethical Investment

The state of HNW philanthropy throughout the world today – WealthBriefing's ground-breaking...

Family Office
23 May 2025

The Hard Realities Of Family Office Economics – In Conversation With Stonehage Fleming

Family offices are a hot topic, and many UHNW families want to create them, but going solo is an...

Asset Management
7 April 2025

The Forces Shaping Singapore's, Asia's EAM Sector

This news service prides itself on its coverage of external asset managers, family offices and...

Compliance
18 March 2025

Transparency International – The Latest Lessons For Wealth Managers

Transparency International's recently-published Corruption Perceptions Index, used by compliance...