News, Comment & Analysis results for Archive

Investment Strategies
20 March 2025

Rotation From US Into European, Chinese Equities To Continue – Amundi

Amundi, a European asset manager, has just shared its insights on the current US policy...

Financial Results
19 March 2025

Close Brothers Reports Statutory Loss

The UK financial group has offloaded its asset management business, raised regulatory capital by...

Alt Investments
19 March 2025

OPINION OF THE WEEK: Is Gold Benefiting From An Economic, Geopolitical "Vibe Shift"?

Gold has risen above $3,000 and forces appear set to underpin the yellow metal. The editor reflects...

Financial Results
19 March 2025

LGT's AuM Rose In 2024, Profits Dipped

LGT, the international private banking and asset management group owned by the Princely Family of...

People Moves
19 March 2025

Italy's Private Banking Market Heats Up; Julius Baer's Onshore Arrival

As demonstrated by the arrival of law firms catering to wealthy individuals, and the activities of...

Surveys
19 March 2025

UK Investors Raise Small-Cap Equity Exposure – Janus Henderson

London-headquartered asset manager Janus Henderson has just launched its "Portfolio...

Surveys
19 March 2025

Investors See US, China Fixed Income Opportunities – Invesco

US-headquartered investment manager Invesco has just released its “Sovereign Investors’...

Strategy
18 March 2025

Illuminating Women’s Wealth Management Progress, Building Connections

Awards and networking gatherings run by this publication, held in Zurich and close to International...

Financial Results
18 March 2025

UBS's Scale Isn't A Risk To Swiss Economy – Chairman, CEO

Looking back two years to when UBS bought Credit Suisse in a dramatic time for Switzerland's...

New Products
18 March 2025

Franklin Templeton Launches New Fund For European Investors

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

Comment & Analysis results for Archive

Compliance
18 March 2025

Transparency International – The Latest Lessons For Wealth Managers

Transparency International's recently-published Corruption Perceptions Index, used by compliance...

Technology
19 February 2025

The Soaring Trend Of AI "Co-Pilots" In Wealth Management

We hear much commentary today about the use of AI "co-pilots" in financial services. What do they...

Company Profiles
13 February 2025

A Fund For All Seasons: Mixing Investment Styles At UK's Nutshell

A City financial trading background, added to a disciplined investment mindset, appears to be...

New Products
6 February 2025

Private Aviation's Investment Allure Weathers Turbulent Times

Rising wealth, discontent with the irritations of routine commercial flights, and the desire to...

Investment Strategies
19 December 2024

2025 Private Credit Predictions: An Expert Perspective

A 26-year veteran of the alternative investments sphere – including private credit – explains...

Offshore
9 December 2024

The Bahamas: A Complete and Compelling Choice 2024

This publication carries a spread of articles and insights about the Caribbean jurisdiction. ...

Investment Strategies
18 November 2024

US Equities, Dollar Delivers Ringing Endorsement Of Trump. What Now? – WELREX - Part 2

We publish the second part of this analysis which examines the implications of the US presidential...

Investment Strategies
14 November 2024

US Equities And Dollar Have Delivered Ringing Endorsement Of Trump. What Now? – WELREX - Part 1

The first in a two-part detailed analysis about what the financial markets could do in the next...

Alt Investments
4 November 2024

In Troubled Times, What's The Investment Case For Fine Alcohol?

Whether it is fine wine, whisky or cask tequila, there is a case, so advocates for investing say,...

WM Market Reports
15 October 2024

WealthBriefing's Tech And Ops Trends In Wealth Management Research Report

The annual report is an important part of the work that the publisher of this website does in...