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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. ...
ANALYSIS: To Reform Or Leave Alone? – Non-Compete Clauses In The UK
Many wealth managers, private bankers and advisors are familiar with non-competes and the other contractual clauses that limit their freedom of action in certain ways. At times they’re controversial. The UK go...
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. ...
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 (Paul Cuthbert-Brown) examine how AI’s impact on wealth management is panning out in the APAC region and discus...
Can AI Turbocharge Behavioural Finance?
The field known as behavioural finance is not new – insights have been discussed for years. The question, however, has been about how to act on these ideas and use them in portfolios. That requires an ability ...
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 Agreement which is now in force, and what it means for banks, insurers, wealth managers and others. ...
Latest News
Half Of UK Wealth Managers Can't See Their Clients' Crypto – CoinShares
CoinShares, a Jersey-headquartered global asset manager specialising in digital assets, has published the findings of a 2026 survey of 261 European wealth management professionals. The findings raise the questio...
Technology, Private Markets Loom Large For Financial Institutions – Survey
Emerging technologies such as AI, and the increasing importance of private markets, are two major themes in a Lloyds annual survey. ...
The AI Story, Concentration Risk And Shrewd Positioning – A UBP Panel Discussion
The Swiss private bank, which says it remains positive on US equities and tech, held a panel discussion in London to examine issues such as AI's impact, concentration risks in equities, and the perspectives of t...
Julius Baer Names New Lugano Branch Manager
The new branch manager, who has been with the bank since 2023, has served in senior leadership roles at major Swiss and international banks. ...
Julius Baer Likes US, Asian Stocks, Driven By AI
Bhaskar Laxminarayan, chief investment officer Asia and Middle East at Swiss private bank Julius Baer and Mark Matthews, head of research Asia at Julius Baer, discuss the mid-year 2026 outlook, noting that globa...
Who’s Moving Where In Wealth Management? – VEIL, Foster Denovo
The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the Middle East and select international locations. ...