Latest Comment & Analysis
2025 Private Credit Predictions: An Expert Perspective
A 26-year veteran of the alternative investments sphere – including private credit – explains what 2025 may hold for an area that has expanded rapidly in recent years. ...
The Bahamas: A Complete and Compelling Choice 2024
This publication carries a spread of articles and insights about the Caribbean jurisdiction. ...
In Troubled Times, What's The Investment Case For Fine Alcohol?
Whether it is fine wine, whisky or cask tequila, there is a case, so advocates for investing say, to hold these amidst geopolitical troubles. There will always be arguments about just how correlated these items ...
WealthBriefing's Tech And Ops Trends In Wealth Management Research Report
The annual report is an important part of the work that the publisher of this website does in illuminating the details that can make or break a wealth management organisation. ...
The Bahamas: A Complete And Compelling Choice - Part 2
This document sets out areas that continue to preoccupy financial services professionals working in The Bahamas. ...
Non-Doms, Fairness And Family Enterprise – In Conversation With Philip Marcovici
While debate appears open on whether and how the UK's non-dom system will disappear, we talk to a lawyer, author and expert about how wealthy international citizens are taxed, and what's needed to square the dem...
Latest News
Brown Advisory Names New Co-Chief Executive
US-based investment manager Brown Advisory, which has about $170 billion in assets under management, creates new leadership structure. ...
Personalisation Of Wealth No Longer A Niche Play – MSCI
The days when closely tailored investment and wealth services were for those at the top of the pyramid are passing, as new tools widen access to such capabilities, a report by the index services group says. ...
UBP Appoints Market Head For Philippines
The Swiss private bank said the Philippines has always been a market it wants to grow as part of its Asia strategy. ...
Summary Of Executive Moves For Global Wealth Management – November 2024
A roundup of moves in the world's wealth management industry. There were a number of senior changes in banks' leadership in different regions in November, for example VP Bank in Liechtenstein, Saxo Bank in Singa...
Advisors Prioritise Diversification; Lean Into Private Markets – Blackstone Survey
The survey of advisors finds that what they and their clients are most focused on is spreading investments to manage risks – an unsurprising top priority given current uncertain financial markets. ...
EXCLUSIVE: Muzinich Optimistic About Europe’s High Yield Market In 2025
Jamie Cane, high yield portfolio manager at UK-based Muzinich & Co, a privately owned investment firm specialising in public and private corporate credit, shares his insights on how high yield is navigating th...