News, Comment & Analysis results for Archive

People Moves
2 September 2026

Fortress Names New Heads Of Private Wealth Solutions For Japan, EMEA

The appointments mark the start of the international expansion of Fortress Investment Group's...

Strategy
2 September 2026

AlTi Global Sale Could Hinge On “Highly Consequential” Rights Of Minority Shareholders

We examine the next stage for AITi Global and who may buy this business, as it prepares for a...

Client Affairs
1 September 2026

North West Big Role To Play In Growth Strategy – Weatherbys

In line with a number of wealth managers, Weatherbys Private Bank has highlighted its commitment to...

Investment Strategies
1 September 2026

Schroders Warms To Gold, Remains Constructive On Equities

The wealth and investment management house updates its tactical asset allocation positioning. ...

New Office
1 September 2026

EFG International Expands Swiss Footprint, Opens Berne Office

The bank, which is listed in Zurich and operates in multiple jurisdictions, has opened a new office...

Statistics
1 September 2026

Swiss Banking Sector Posts Record Net Income, AuM In 2025

The organisation’s annual measure of sector performance gave a generally ebullient mood. Swiss...

People Moves
1 September 2026

BNP Paribas AM Names New CIOs

The firm said that these appointments will allow it to "better position" its global platform for...

People Moves
31 August 2026

Former Julius Baer Banker Joins DIFC-Based External Asset Manager

The business, Three Comma Capital Advisors, is based in the DIFC. ...

Financial Results
31 August 2026

Pictet’s Profits Up In H1 2026

In a difficult environment, Pictet said the assets clients had entrusted to it reached an all-time...

Tax
28 August 2026

Capital Gains Tax Haul Surged In 2024/25; Changes Prompted Investors To Act

A UK Autumn Budget is slated for late October and, given the country's stretched public finances,...

Comment & Analysis results for Archive

Uncategorised
6 August 2026

ANALYSIS: Healthcare, Emergency Medicine's Concierge Appeal

The global market for concierge medicine is, on some estimates, going to be worth more than $41...

Compliance
5 August 2026

ANALYSIS: Liechtenstein’s Cybersecurity Attack Part Of Global Trend

The incident, as disclosed by the European principality this week, is part of a pattern that...

Strategy
27 July 2026

ANALYSIS: The Evolving, Widening World Of Concierge

Delivery models and client demands continue to evolve in the area that can be loosely called...

Legal
24 July 2026

OPINION OF THE WEEK: Beware Of AI Notetakers' Threat To Confidentiality

Lawyers can put confidentiality and privilege at risk if AI notetakers are used in meetings – one...

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...

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...

Strategy
15 July 2026

The Latin America Wealth, Commercial Opportunity – The View From Vistra

Vistra has launched a new business unit for the Latin America market, and this news service...

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...