News, Comment & Analysis results for Archive

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...

M and A
18 March 2026

Deals Of The Day: The Latest In Wealth Management M&A – Suntera, BRI

The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...

Technology
18 March 2026

Digital Digest: The Latest Tech News – Avaloq, Arab Bank Switzerland, BlackRock

The latest technology news in the wealth management sector from around the world. ...

Strategy
18 March 2026

Japan's MUFG Bank Enters India Pact

Japan's banking relationship with India – expected to be the world's third-largest economy in...

People Moves
18 March 2026

International Wealth Group Appoints Ex-EFG Figure As Vice Chairman

The group of firms in the JAR Group operate in Geneva, Dubai, Singapore and Monaco. ...

M and A
18 March 2026

iCapital Pushes Further Into Insurance Sector

Since its founding in 2013, iCapital has been among a crop of specialist firms, often harnessing...

Investment Strategies
18 March 2026

EXCLUSIVE: Ossiam Remains Overweight US, Eyes Opportunities In Japan

Paris-based asset manager Ossiam, which focuses heavily on exchange-traded funds, discusses its...

Strategy
17 March 2026

EXCLUSIVE: REYL Overseas' New CEO Sets Out Growth Plans, Opportunities

The firm unveiled the CEO's appointment today and he spoke exclusively to this news service about...

Financial Results
17 March 2026

Close Brothers Disputes Motor Finance Redress Impact Claims; Shares Fall

A group in Delaware, US, has taken aim at the UK bank for allegedly not having enough resources to...

Comment & Analysis results for Archive

Wealth Strategies
2 March 2026

Can AI Turbocharge Behavioural Finance?

The field known as behavioural finance is not new – insights have been discussed for years. The...

Compliance
23 February 2026

ANALYSIS: “Ground-breaking” Swiss-UK Financial Pact – How Will It Boost Business?

In this feature, we talk to a variety of firms and organisations about the Berne Financial Services...

Alt Investments
18 February 2026

ANALYSIS: Evergreen Funds: Should Investors Be Wary? – Part 2

We continue to examine the pros and possible cons of evergreen funds for private markets, and the...

Alt Investments
17 February 2026

ANALYSIS: “Evergreen” Private Markets Funds; Should Investors Be Wary? – Part 1

This is the first article in a two-part feature that examines the rise of “evergreen” funds in...

Strategy
9 February 2026

ANALYSIS: Understanding Geopolitics To Gain Wealth "Alpha"

In this feature, we examine how international affairs, or geopolitics to put it another way, is a...

Family Office
22 January 2026

ANALYSIS: Family Offices In Motion – London's Challenges, Widening Office Footprint

This news service looks at how the UK-based family office industry has handled challenges of rising...

ESG
3 December 2025

EXCLUSIVE: The Positive Side Of COP30 – Edmond De Rothschild AM, Gresham House

After the 30th United Nations Climate Change Conference (COP30) in Belém, Brazil, which took place...

Investment Strategies
11 November 2025

How Family Offices Should Address Private Markets When Valuations Are "Stretched"

Amidst all the enthusiasm for private markets and sectors such as AI is the undeniable point that...

Investment Strategies
3 October 2025

Bankers Fear "Bitcoin Treasuries" Are An Accident Waiting To Happen – Here's Why

Regardless of what the latest tech or investment enthusiasm is, a danger that goes back centuries...

Investment Strategies
26 September 2025

Wealth Managers Use Derivatives, Hedge Funds To Manage Volatility

Continuing our look at ideas on asset allocation and the approaches wealth managers take, we...