Latest Comment & Analysis
Trusted Relationships, Not Transactions – In Conversation With Meta Octav
WealthBriefing recently visited the Geneva-headquartered boutique advisory and fiduciary firm that also has a licensed business in Hong Kong. After a busy period of setting up and running the new business, WB fo...
"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 Management to discuss the approach to growth, the impact of recent changes in the UK tax and economic scene, and more. ...
Adverse Media Checks A Major Compliance Task, Puts Spotlight On Tech
In this article, we talk to smartKYC, an enterprise solution for KYC due diligence automation. One important field is adverse media screening, and the ways that technology can assist in sifting through a mass of...
Wealth Managers Discuss Brexit Impact 10 Years On
On the 10-year anniversary of the Brexit referendum this week, Hetal Mehta, chief economist at UK wealth manager St James’s Place, together with other wealth managers, discussed the economic and investment imp...
ANALYSIS: The American Citizen Inflow To UK – What's Driving It?
A new residency system, a desire for new lifestyles and opportunities, and a dislike of domestic US political and social trends is encouraging HNW Americans to look at the UK. ...
HNW Israel Divorce Court Case Uncovers Hidden Assets – Implications
Lawyers comment on the implications of a recent divorce case in Israel where financial structures, including foreign corporations and trusts, were used to shield assets. ...
Latest News
China's Exports Can Continue Driving GDP, Real Estate Loses Prominence – EdR
A challenge for China has arguably been unsustainable property sector growth and the ensuing hangover of unsold units and bad debt. A new paper from a European bank notes that the sector isn't as important, rela...
Schroders' Wealth Arm Continues C-Suite, Executive Changes
One of the most prominent arrivals at Schroders is that of former Standard Chartered, JP Morgan and Coutts senior executive Peter Flavel, who will be taking on the roles of chair and independent non-executive on...
Who’s Moving Where In Wealth Management? – Canaccord Wealth Names CIO; Greenberg Traurig
The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the Middle East and select international locations. ...
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, it seems appropriate for this news service to interview a firm right in the centre of the action in the Asian ci...
Family Offices Warm To Crypto Assets, But Hurdles Frustrate Them – Survey
Although, in many ways, bitcoin has become more mainstream – in terms of the involvement of banks and other financial bodies – regulations and reporting requirements are a drag on progress for family offices...
Wealth Managers Make Emerging Market Case, Shrug Off Conflict
Investment managers – St James's Place, Aberdeen Investments, Franklin Templeton Institute and Union Bancaire Privée – share their insights on the case for emerging markets in 2026, and outline investment o...