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Latest Comment & Analysis

Asset Management
7 July 2025

Index Investing Has A "Reconstitution" Problem: How To Fix It

We talk to Dimensional Fund Advisors about why index investing in the conventional sense raises a number of challenges that aren't widely appreciated. ...

Tax
1 July 2025

Non-Dom Businesswoman Voices Anger, Plans Exit As UK Rules Change

We talk to a businesswoman, TV personality, academic and author about her annoyance, and frustrations, about the changes to the non-domicile system, and what she thinks needs to be done instead to attract tax re...

Philanthropy
17 June 2025

New Report On Philanthropy, Ethical Investment

The state of HNW philanthropy throughout the world today – WealthBriefing's ground-breaking report is now available. ...

Asset Management
7 April 2025

The Forces Shaping Singapore's, Asia's EAM Sector

This news service prides itself on its coverage of external asset managers, family offices and independent wealth firms in Singapore and the wider region. Matters ranging from compliance through to the impact of...

Compliance
18 March 2025

Transparency International – The Latest Lessons For Wealth Managers

Transparency International's recently-published Corruption Perceptions Index, used by compliance officers and money-laundering-reporting officers (MLROs) at private banks worldwide to determine country risk, sho...

Company Profiles
18 March 2025

An Urgent Need To Take Protection Vs Physical, Cyber Threats Up A Level

We talk to experts in physical and cyber security catering to the needs of wealthy individuals. In these unsettled times, these often difficult subjects are increasingly front of mind. ...

Latest News

M and A
28 July 2025

UK's Close Brothers Spins Off Winterflood Business As Restructuring Continues

The UK financial services group continues its restructuring moves. ...

People Moves
28 July 2025

Who’s Moving Where In Wealth Management? – Dechert

The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the Middle East and select international locations. ...

Alt Investments
28 July 2025

Hedge Fund Assets Hit Record High In H1 2025

Hedge funds attracted the strongest inflows in more than a decade as volatility gave way to optimism, new industry figures show. ...

Financial Results
28 July 2025

Wealth, Asset Management Income Rises At BNP Paribas In Q2 2025

Among the details, the French group said it achieved strong net asset inflows, particularly in Asia. ...

Financial Results
25 July 2025

Operating Profit Surges At NatWest's Private Bank, Wealth Arm In H1 2025, Shares Rise

The business division, including the Coutts business, issued a significantly stronger profit for the first six months of this year and a sharply narrower cost/income ratio result. ...

New Products
25 July 2025

What’s New In Investments, Funds? – Rathbones, Third Financial, City AM

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