News, Comment & Analysis results for Archive
Managing Family Offices' AI Risk – White Paper
This paper from a law firm points out that family offices operate in a highly sensitive...
Goldman Sachs' Asset, Wealth Revenues In Q2 2026 Rise 20 Per Cent Vs Year Ago
While private banking fee revenues were hit by lower net interest margins, overall wealth and asset...
AI To Drive Market Performance In H2 2026 – Natixis Survey
Paris and Boston-headquartered Natixis Investment Managers, which has over $1.4 trillion assets...
As Middle East HNW Wealth Goals Shift, Arab Bank Switzerland Adapts, Says Executive
We talked to the head of a new operation of Arab Bank Switzerland – ABS (Middle East) Limited –...
UBP’s Profits Rise In First Half Of 2026
Geneva-headquartered Union Bancaire Privée released positive financial results for the first half...
Morgan Stanley’s Wealth Management Arm Posts Record Q2 2026 Net Revenues
New York-listed investment bank Morgan Stanley released its financial results for the second...
Azura Partners Opens Abu Dhabi Office
Earlier this year, an investment firm, Lunate, took a strategic stake in Azura, helping to fuel its...
BNY's Wealth Services, Management Results Gain In Q2 2026
In tune with a number of other major US financial institutions, New York-headquartered BNY has...
Wealth, Investment Net Income Gains Ground At Bank Of America In Q2 2026
Client balances rose, and net income showed a stronger second-quarter result this year than for the...
Deutsche Bank Appoints Southeast Asia Vice Chair
The newly-appointed figure has worked in wealth management, for example with UHNW clients, for more...
Comment & Analysis results for Archive
"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...
Trusted Relationships, Not Transactions – In Conversation With Meta Octav
WealthBriefing recently visited the Geneva-headquartered boutique advisory and fiduciary firm that...
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...
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...
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...
HNW Israel Divorce Court Case Uncovers Hidden Assets – Implications
Lawyers comment on the implications of a recent divorce case in Israel where financial structures,...
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...
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...
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...
Can AI Turbocharge Behavioural Finance?
The field known as behavioural finance is not new – insights have been discussed for years. The...