News, Comment & Analysis results for Archive

People Moves
10 April 2026

Who’s Moving Where In Wealth Management? – Premier Miton Investors

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

Surveys
10 April 2026

Switzerland Tops Jurisdiction List For Risk Readiness

Geopolitics and moves by some governments to squeeze HNW individuals over tax, trade disputes and...

People Moves
10 April 2026

UBS Creates New Private Client, HNW Segment In UK

The Swiss bank has formed a new business area and expanded the role of one of its senior figures....

Statistics
10 April 2026

March Turmoil Hurts Hedge Fund Returns – HFR

As hedge fund managers might have said, "beware the Ides of March." The month – often associated...

People Moves
9 April 2026

Mercer Unveils Investment Leadership Changes

The firm's appointments affect roles in the US, Europe and Asia. ...

People Moves
9 April 2026

Bank Aston Names New Chief Risk & Compliance Officer

The new C-Suite hire, who has a solid career in banking and academic credentials, will add more...

Alt Investments
9 April 2026

What's New In Investments, Funds? – Marex

The latest news in investment offerings, financial products and other services relevant to wealth...

Awards
9 April 2026

Registrations Open For WealthBriefing MENA Awards 2026

Now in their 13th year, the Middle East and North Africa awards programme, part of this...

Emerging Markets
9 April 2026

Enko Capital Sees Big Private Equity Potential For Africa

With a number of family offices and other private clients on its roster, the private equity firm...

People Moves
9 April 2026

Who's Moving Where In Wealth Management? – Mercer & Hole, ERI

The latest moves, appointments and personnel changes in the UK, mainland Europe, Middle East and...

Comment & Analysis results for Archive

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...

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...

Investment Strategies
28 January 2026

AITi Tiedemann Global Explains Investment Formula; Says Private Markets Have More Headway

We talk to the international multi-family office's investment chief about its approach to capturing...

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...