News, Comment & Analysis results for SEC
UBP Appoints New Dubai Senior Executive Officer
The new SEO – subject to regulatory clearance – comes from Credit Suisse, where he worked in...
Deals Of The Day: The Latest In Wealth Management M&A – Ascot Lloyd, Aberdeen Financial Planning
The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...
iCapital And Apollo Enhance Access To Alternative Investments
iCapital’s partnership with Apollo is addressing the growing demand from the wealth management...
Lombard Odier Names New UK Chief Operating Officer
The new COO has more than 18 years' experience in the wealth managenent sector as well as "sharp...
Subsidiary Of India's Kotak Mahindra Secures UAE Licence, Eyes Fund Launch
The firm said it is the first Indian firm to have obtained such a licence from the UAE's capital...
UK GDP Springs Positive Surprise: Wealth Managers' Reactions
After the UK economy grew at a faster rate than expected in the second quarter of 2025, investment...
The Openwork Partnership Names New CEO
The new CEO has had an “impressive” 30-year career serving in senior leadership roles in the...
Gulf Region's Asset Managers' AuM On Rising Path; No Room For Complacency – BCG
The 9 per cent rise in AuM last year came largely from rising markets rather than inflows,...
Family Office Sector Wants More Alternative Investment; Infrastructure Big Favourite – Study
There's been a steady drumbeat of talk about how wealth managers, including family offices, are...
Maven Steps Up Cybersecurity Investment
UK private equity firm Maven Capital Partners invests in Blueskytec through the South-West...
Comment & Analysis results for SEC
The Forces Shaping Singapore's, Asia's EAM Sector
This news service prides itself on its coverage of external asset managers, family offices and...
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...
US Equities, Dollar Delivers Ringing Endorsement Of Trump. What Now? – WELREX - Part 2
We publish the second part of this analysis which examines the implications of the US presidential...
With Big Event Security Under Spotlight, Have A Plan – Global Guardian
Amidst all the fun and spectacle of great sporting events and cultural festivals, a difficult...
The Bahamas: A Complete And Compelling Choice – Part 1
The document has been put together by the Caribbean jurisdiction's financial services sector...
How Citizenship/Residency-By Investment Programmes Evolved - And What's Next
A marker for globalisation and the degree of unfettered movement that people enjoy, the market for...
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...
Money Market Funds Get Chance To Shine
A variety of forces have encouraged large inflows into money market funds, for example in the US....
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...
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...