News, Comment & Analysis results for Archive

Offshore
22 July 2026

Peace, Passport Strength Go Together – Survey

The 20th edition of the index shows that average visa-free access has nearly doubled since 2006,...

Financial Results
22 July 2026

ANALYSIS: Julius Baer Strong Results Take Time To Cheer Investors

We take a look at the results announcement of Switzerland's second-largest bank and with a...

Financial Results
22 July 2026

Julius Baer Net Profit Doubles To New Record In H1 2026

Shares in the standalone private banking group have risen this year but a record half-year 2026...

White Papers
22 July 2026

CFA Institute Explores How Investment Sector Navigates AI Impact

AI is forcing structural changes to the way that the investment and wealth management sector works....

New Office
21 July 2026

Allfunds Gets New Berth Near Tower Bridge

Now all the wealthtech platform's UK-based functions are under one roof, as the firm continues to...

Statistics
21 July 2026

ANALYSIS Private Aviation: A High-Altitude Barometer For Global Wealth

Private aviation’s rise is also a feature of globalisation – the term used to describe the...

People Moves
21 July 2026

Who’s Moving Where In Wealth Management? – LGT WM, Rothschild & Co, BRI WM

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

Family Office
21 July 2026

BNP Paribas Sees European Clients Building Hong Kong-Based Family Offices – Report

Hong Kong has sought to encourage family offices to set up in the city. ...

Real Estate
21 July 2026

Gravis Listed Real Estate Fund Manager In Optimistic Mood

Matt Norris, head of real estate at Gravis, a UK-based property, infrastructure and private credit...

Surveys
20 July 2026

Businesses Yet To Feel Cost Of Renewed Middle East Conflict – Fidelity International Survey

Fidelity International's Analyst Pulse Survey for the second quarter of 2026 shows that many...

Comment & Analysis results for Archive

Company Profiles
13 July 2026

Cross-Border Flows, Complexities Fuel Growth For Hong Kong-Headquartered FGA Trust

With Hong Kong now pulling ahead of Switzerland as the world's largest cross-border financial hub,...

Company Profiles
29 June 2026

"Organic" Is Growth Watchword For Mirabaud's UK Wealth Business

This news service recently sat down with the head of the UK business arm of Mirabaud Wealth...

Company Profiles
29 June 2026

Trusted Relationships, Not Transactions – In Conversation With Meta Octav

WealthBriefing recently visited the Geneva-headquartered boutique advisory and fiduciary firm that...

Compliance
25 June 2026

Adverse Media Checks A Major Compliance Task, Puts Spotlight On Tech

In this article, we talk to smartKYC, an enterprise solution for KYC due diligence automation. One...

Client Affairs
24 June 2026

Wealth Managers Discuss Brexit Impact 10 Years On

On the 10-year anniversary of the Brexit referendum this week, Hetal Mehta, chief economist at UK...

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...