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Upcoming Events

WealthBriefing Events lists conferences and other events relating to global wealth management, fund management and alternative investment markets during the following twelve months. Tax, legal and trust conferences relating to wealth management are also listed here. Click on the link for more information on particular events.

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Upcoming Events

BreakfastBriefing: The 'new normal' vs the 'old normal'
Start date: 22 May 2013
Venue: Carlton Club
Country: United Kingdom
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WealthBriefingAsia Awards 2013
Start date: 6 Jun 2013
Venue: Raffles Hotel
Country: Singapore
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Technology and Operations Report Launch - Zurich
Start date: 18 Jun 2013
Venue: Baur au Lac Hotel
Country: Switzerland
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Technology and Operations Report Launch - London
Start date: 19 Jun 2013
Venue: Carlton Club
Country: United Kingdom
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Previous Events

WealthBriefing European Awards 2013
Start date: 2 May 2013
Venue: The Royal Courts of Justice
Country: United Kingdom
More information

2013 FOX Wealth Advisor Forum
Start date: 30 Apr 2013
Venue: The Biltmore, Miami - Coral Gables
Country: USA
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STEP Geneva Annual Conference
Start date: 29 Apr 2013
Venue: Hôtel Président Wilson
Country: Switzerland
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Global AgInvesting 2013
Start date: 29 Apr 2013
Venue: Waldorf Astoria
Country: USA
More information

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Expert Commentary

EXCLUSIVE: Senior Execs Mull The Interplay Of Fees, Performance And Service

Wendy Spires

17 May 2013

Guest Comment: Will The UK's General Anti-Abuse Rule Do What It Claims?

This article is by Laurence Field, and Tim Norkett, head of private clients, Crowe Clark Whitehill, the UK-based audit and tax service. They write about the UK’s recently enacted General Anti-Abuse Rule, part of measures to stem supposedly artificial tax avoidance.

Laurence Field and Tim Norkett

May 8, 2013

Reforming Trusts Law In Hong Kong: Catching Up With The Competition?

A new trust law in Hong Kong has important implications for this segment of the wealth management industry. In this article, experts at Herbert Smith Freehills explore the issues

Richard Norridge and Chris Chung

May 10, 2013

The Adventure Of Building A Private Bank In Asia - Switzerland's UBP

Stephan Repkow, head of private banking Asia at Union Bancaire Privée, talked exclusively to this publication about his mission to build the bank's presence in the Asia-Pacific region.

Chrissy Coleman

May 14, 2013

EXCLUSIVE INTERVIEW: “Mr X”, An UHNW Client, Shares His Wealth Management Experiences

Here, in a rare instance of an UHNW individual talking publicly about their wealth management experiences, one client tells it how it really is.

Jos Style

May 15, 2013

EXPERT VIEW: The Upcoming New European Union Regime On Alternative Funds

This article discusses the Alternative Investment Fund Managers Directive, due to come into force in July this year across the European Union and be one of the biggest regulatory shake-ups of the industry.

Christian Wells

May 8, 2013

INTERVIEW: Following Convictions To Bring Home The Investment Bacon

In the active vs passive investment debate, one firm that takes "high conviction" investing very seriously is Polen Capital Management, a firm that has recently launched a fund aimed at European clients.

Tom Burroughes

April 29, 2013

"What Keeps You Awake At Night?” - Security Issues Underscored By BVI Data Leak

Mustafa Hussain, partner in the international wealth group at law firm Taylor Wessing, discusses what clients and those serving them should be thinking in light of recent BVI data leak story.

Mustafa Hussain

April 11, 2013

News and Features

Latest News and Analysis

AuM Rises At ABN AMRO's Private Bank, Net Profit Dips

Summary Of Latest Private Banking, Wealth Management Results

Deutsche Bank Names New Chief Country Officer for France

UK Investment House Wins Clearance To Distribute UCITS Umbrella Fund In HK

Will Writing Should Be Regulated Says UK Wealth Manager

More News and Analysis >>

Latest Business Intelligence

EXCLUSIVE INTERVIEW: “Mr X”, An UHNW Client, Shares His Wealth Management Experiences

IHT, Estate Planning And Passing Assets Down A Generation

EXCLUSIVE: Citi Private Bank: Reaping Rewards From Client Feedback

EXCLUSIVE INTERVIEW: Soft Skills, Hard Numbers - Crucial Areas Where Bankers Should Brush Up

Summary Of Latest Wealth Management, Bank Results

More Business Intelligence >>