Latest Comment & Analysis

22 May 2023

BOOK REVIEW: In Defence Of Capitalism, By Rainer Zitelmann

While unlikely to sway those already hostile to the free market economic system, this book puts a stack of facts and figures in front of those who, perhaps because of their public roles in driving debate, could ...

Company Profiles
13 April 2023

Avaloq Sees UK Opportunities From M&A, Tech Changes

Mergers and acquisitions, artificial intelligence, blockchain technology and secular drivers of growth all make it into a conversation between Avaloq in the UK and this publication. ...

12 April 2023

Why Residency/Citizenship-By-Investment Visas Aren't Going Away

This news service speaks to a business that has offices in a number of jurisdictions – including Russia – which advises people on visa programmes aimed at wealthy individuals and their families. ...

Company Profiles
11 April 2023

Welrex Says Business Model Taps Need For Change

A new UK-based digital investment management platform for relationship managers, encompassing B2B and B2C in its business model, tells this publication about itself. ...

3 April 2023

GCC Countries’ Economic Dynamism Attracts Investors And Wealth

In the first of a series of articles, we look at trends in the GCC region's wealth management market. This kicks off with an examination of the broad picture of the United Arab Emirates and the Kingdom of Saudi ...

WM Market Reports
22 March 2023

Tech Traps Wealth Managers Must Avoid 2023

The latest edition of our regular "Tech Traps" reports. ...

Latest News

6 June 2023

New Report Shows Business Exits By UK Women Up In 2022 – JP Morgan

JP Morgan Private Bank has just released its Top 200 Women-Powered Businesses Report, produced using Beauhurst’s data. It analyses the 13,255 high-growth companies in the UK that are founded, led, owned or man...

Fund Management
6 June 2023

Berenberg Optimistic About European Growth Stocks In 2023

Matthias Born, CIO and head of equities at German-based Berenberg Wealth and Asset Management, discusses with WealthBriefing why he is optimistic about the outlook for European growth stocks in 2023.  ...

6 June 2023

Nominations Open For Inaugural Family Wealth Report Awards 2024 For Miami, Latin America And Caribbean

A new programme is added to the global series of awards run by the publisher of this news service. ...

New Products
6 June 2023

What's New In Investments, Funds? – Leonteq, FuW

The latest news in investment offerings, financial products and other services relative to wealth advisors and their clients. ...

6 June 2023

Digital Digest: The Latest Tech News – BITA Risk, Hawksmoor

The latest technology news in the wealth management sector from around the world. ...

M and A
6 June 2023

Deals Of The Day: The Latest in Wealth Management M&A – Mourant

The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...