News, Comment & Analysis results for SEC

Surveys
7 November 2025

Defence Leads Growth Expectations For Europe's Private Equity, VC Sector – Survey

Once considered off-limits back in the earlier days of ESG investing, defence-related companies are...

Surveys
6 November 2025

Investors Expect To Boost Allocations To Private Markets – Barclays Private Bank

Barclays Private Bank and Wealth Management has published its second annual private markets report...

M and A
6 November 2025

Utmost Group Completes Lombard International Integration

After securing approval to acquire the business last year, Utmost Group aims to leverage the firm's...

Technology
5 November 2025

Digital Digest: The Latest Tech News – UBS Completes Tokenized Fund Transaction

The latest technology news in the wealth management sector from around the world. ...

Asset Management
3 November 2025

Europe's Big CLO Growth Promise, Investment Potential – PGIM

We talk to PGIM, the US-headquartered investment firm, about what it says is the rapid expected...

Emerging Markets
3 November 2025

China: Time For Investors To Embrace Turning Point – Ninety One

Anglo-South African asset manager Ninety One highlights why structural reform, stronger...

Wealth Strategies
31 October 2025

Bubbles, What Bubbles? – US-Based Pitcairn Dissects Markets, Economy

The multi-family office sets out its thoughts on topics ranging from equity valuations and AI, to...

People Moves
30 October 2025

Who’s Moving Where In Wealth Management? – MASECO Private Wealth, Tower Peak Partners, Others

The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...

People Moves
24 October 2025

Julius Baer Names Middle East Chief Executive

At Julius Baer for nearly two decades and in the financial sector for more than 26, the new...

M and A
24 October 2025

Deals Of The Day: The Latest In Wealth Management M&A – Turicum Private Bank, Hassium AM

The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...

Comment & Analysis results for SEC

Asset Management
7 April 2025

The Forces Shaping Singapore's, Asia's EAM Sector

This news service prides itself on its coverage of external asset managers, family offices and...

Company Profiles
18 March 2025

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...

Investment Strategies
18 November 2024

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...

Company Profiles
31 July 2024

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...

Offshore
1 July 2024

The Bahamas: A Complete And Compelling Choice – Part 1

The document has been put together by the Caribbean jurisdiction's financial services sector...

Offshore
17 April 2024

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...

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...

Wealth Strategies
15 February 2024

Money Market Funds Get Chance To Shine

A variety of forces have encouraged large inflows into money market funds, for example in the US....

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...

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...