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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

Compliance
5 March 2024

Compliance Corner: Study Predicts Big Rise In Third-Party AML System Spending

The latest compliance news: regulatory developments, punishments, guidance, permissions, new product and service offerings. ...

People Moves
5 March 2024

Julius Baer Names Group Head For Southeast Asia

The role is a new one for the bank, it said. ...

Wealth Strategies
4 March 2024

Spotlight On Opportunities In Oil, Energy Stocks, Gold, Hedge Funds – UBS WM

UBS Global Wealth Management discusses how investor sentiment is susceptible to a range of economic and market risks as equities remain at record high levels, and outlines how to hedge against market risks. A f...

Financial Results
4 March 2024

Adjusted Net Profit Drops At Saxo Bank

The Danish firm operates in a number of countries. Last year, it surpassed the $100 billion milestone in client assets. ...

Banking Crisis
4 March 2024

On US Bank Collapse Anniversary, Debt Investor Mulls What's Next

It is nearing the first anniversary of the demise of Silicon Valley Bank and others, and the launch of a federal bank programme, which expires this month. As bank exposures to commercial real estate prompt awkwa...

Surveys
4 March 2024

Advisors, Wealth Managers Fear UK Talent Shortages To Stay Or Worsen

The advisory and wealth industries, under pressure from tech - which encourages more managers to retire - and a struggle to attract younger people into the sector has created a talent squeeze, a survey finds. Se...