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Latest Comment & Analysis

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...

Company Profiles
29 January 2024

Fast-Moving GSB Flags Big Ambitions

We talk to a wealth management firm, based in Dubai, which is expanding into markets including the UK. It says it is challenging what it sees as outmoded business models. ...

Philanthropy
26 January 2024

Taking Risks Out Of Philanthropy

We talk to law firm Farrer & Co and a lawyer working in the charities area about the kind of themes emerging in the philanthropy sector in the UK. ...

Latest News

Strategy
29 February 2024

CONFERENCE PREVIEW: Privacy Under The Microscope In Monaco

Privacy and why it matters, how it is threatened and the ways that offshore financial centres can provide compliant solutions and ideas will come under the spotlight in a conference to be held in Monaco, 14 Marc...

Statistics
28 February 2024

ETF Assets Reached New Record In January

Now a common part of the wealth management toolbox, ETFs, which are listed and traded like stocks, continue to expand in asset sizes, also benefiting from a gain in many (but not all) equity indices during Janua...

Strategy
28 February 2024

SJP, ABI Welcome UK Plan On Future Of Targeted Support And Simplified Advice

UK wealth manager St James’s Place and the Association of British Insurers react to the Financial Conduct Authority (FCA) and HM Treasury consultation on the Advice Guidance Boundary Review. ...

Surveys
28 February 2024

Malta, Portugal Shine Brightest In Citizenship, Residency Programmes Ranking

The data sheds light on who is top of the tree in the citizenship and residency-by-investment schemes around the world. Malta and Portugal rank top in their respective categories. ...

Compliance
28 February 2024

UK Regulator Wants To Move Faster, Say More About Firms It Investigates

The UK financial regulator says it wants to be more open from the start about the businesses it investigates – a change of stance that has not been well received. ...

People Moves
28 February 2024

Who’s Moving Where In Wealth Management? – Progeny, Hunters Law

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