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Latest Comment & Analysis

Investment Strategies
19 December 2024

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. ...

Offshore
9 December 2024

The Bahamas: A Complete and Compelling Choice 2024

This publication carries a spread of articles and insights about the Caribbean jurisdiction. ...

Alt Investments
4 November 2024

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 ...

WM Market Reports
15 October 2024

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. ...

New Office
8 October 2024

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. ...

Tax
1 October 2024

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

People Moves
15 January 2025

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. ...

Surveys
15 January 2025

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. ...

People Moves
15 January 2025

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. ...

People Moves
15 January 2025

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...

Surveys
15 January 2025

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. ...

Investment Strategies
15 January 2025

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...