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Latest Comment & Analysis

Offshore
17 April 2024

How Citizenship/Residency-By Investment Programmes Evolved - And What's Next

A marker for globalisation and the degree of unfettered movement that people enjoy, the market for so-called "golden visas" - has developed rapidly since early days when dominated by a handful of jurisdictions. ...

Investment Strategies
5 March 2024

Managing Autocracy Risk Is Big Wealth Protector

A quick perusal of news headlines underscores why the risk of holding firms exposed to dictatorships, seizure of assets, sanctions and disruptions must be closely managed, to an extent that arguably is not yet f...

Strategy
19 February 2024

IQ-EQ Says US Wealth, Family Offices Sector Holds Big Opportunities

We talk to the group about its views on the potential, and the needs, of sectors such as US family offices. The firm has been in expansion mode worldwide, including North America. ...

Strategy
16 February 2024

Singapore's Seviora Capital Intensifies Focus On Asian Food, Agriculture

Asia, which is home to 60 per cent of the world’s population, will need to produce more using fewer resources to feed its growing population. ...

Technology
5 February 2024

How T3 Experts See Artificial Intelligence

AI may not have dominated discussions at the recent annual T3 conference in Las Vegas, but nonetheless, it remains a key topic for wealth advisors. ...

Philanthropy
2 February 2024

Making An Impact - In Conversation With Big Issue Group's Nigel Kershaw

WealthBriefing talks to a prominent figure in the UK philanthropy/impact investing world, involved with Big Issue Invest and The Big Issue Group. For much of his life, Nigel Kershaw has worked in the space, foun...

Latest News

People Moves
22 April 2024

Generali Revamps Asset Management Arm, Names New CEO

The changes come in the wake of the Italian group’s purchase of US investment firm Conning Holdings, which was completed at the start of the month. ...

M and A
22 April 2024

Titan Wealth Completes Another UK Deal

The firm has made a number of acquisitions recently. Backed by private equity, it is an example of the kind of M&A consolidation taking place in the UK's wealth industry. ...

New Products
22 April 2024

Former Carmignac Partner Launches Seafield Capital Partners

The new firm plans to change the conventional fund distribution and marketing model across the fund industry by offering an innovative alternative to large-scale in-house operations. ...

People Moves
22 April 2024

Who’s Moving Where In Wealth Management? – FE fundinfo, Bank Julius Baer

The latest moves and appointments in wealth management in the UK, the rest of Europe, the Middle East and other select locations. ...

WM Market Reports
22 April 2024

10 Challenges Wealth Industry Must Overcome – EY Study

The international firm delves into the tasks facing the world's wealth sector at a time when the economic outlook is in some ways less friendly and when costs and client demands keep increasing. ...

M and A
22 April 2024

US Private Capital Business Completes Crestbridge Deal

The transaction – announced last summer for an undisclosed sum – expands Gen II's business reach into the markets of Luxembourg, and builds a jurisdictional presence in the UK, Jersey, Ireland, and other non...