Latest Comment & Analysis
Trusted Relationships, Not Transactions – In Conversation With Meta Octav
WealthBriefing recently visited the Geneva-headquartered boutique advisory and fiduciary firm that also has a licensed business in Hong Kong. After a busy period of setting up and running the new business, WB fo...
"Organic" Is Growth Watchword For Mirabaud's UK Wealth Business
This news service recently sat down with the head of the UK business arm of Mirabaud Wealth Management to discuss the approach to growth, the impact of recent changes in the UK tax and economic scene, and more. ...
Adverse Media Checks A Major Compliance Task, Puts Spotlight On Tech
In this article, we talk to smartKYC, an enterprise solution for KYC due diligence automation. One important field is adverse media screening, and the ways that technology can assist in sifting through a mass of...
Wealth Managers Discuss Brexit Impact 10 Years On
On the 10-year anniversary of the Brexit referendum this week, Hetal Mehta, chief economist at UK wealth manager St James’s Place, together with other wealth managers, discussed the economic and investment imp...
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. ...
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. ...
Latest News
Managing Family Offices' AI Risk – White Paper
This paper from a law firm points out that family offices operate in a highly sensitive environment, where confidentiality, discretion and trust are paramount. At the same time, AI introduces a range of new and ...
Bentley Reid’s Malta Subsidiary Names New Chief Executive
There’s change at the top of the Malta-based wealth management organisation. ...
Arbuthnot Latham Launches New US Expat Service
With an increasing number of US expats relocating to the UK, London-based private and commercial bank Arbuthnot Latham has launched a new service designed for US-connected investors living in the UK. ...
Goldman Sachs' Asset, Wealth Revenues In Q2 2026 Rise 20 Per Cent Vs Year Ago
While private banking fee revenues were hit by lower net interest margins, overall wealth and asset management results from the US group posted a strong gain in the quarter. ...
AI To Drive Market Performance In H2 2026 – Natixis Survey
Paris and Boston-headquartered Natixis Investment Managers, which has over $1.4 trillion assets under management, has released a survey of strategists which highlights that market performance in the second half ...
SEB Names New Country Manager Of Finland, New Head Of Baltic Division
Between them, the two senior hires have 45 years’ experience within the firm with solid track records. ...