News, Comment & Analysis results for SEC

Alt Investments
12 May 2026

Private Credit Funds Generally Deserve Applause, Not Brickbats – Asset Managers

Private credit, a fast-growing sector, has hit turbulence, but it is premature and unjust to claim...

Alt Investments
12 May 2026

The Passion Investments Story Takes New Twist With Pokémon Cards

"Collectables" that can start out as children's toys and hobbies can turn into a multi-billion...

M and A
11 May 2026

Deals Of The Day: The Latest In Wealth Management M&A – Absolute Financial Group

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

Technology
11 May 2026

Digital Digest: The Latest Tech News – StepStone, LSEG DMI

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

Alt Investments
5 May 2026

Scottish Whisky Industry Rejoices Over US Tariff Removal

US import tariffs on whisky from the UK have been lifted – giving a boost to the sector and...

M and A
5 May 2026

Deals Of The Day: The Latest In Wealth Management M&A – Alltrust, Phoenix Wealth, WisdomTree, Others

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

Tax
30 April 2026

ANALYSIS: Unclaimed Withholding Taxes - A Multi-Billion Tech Opportunity

Claiming back what are called withholding taxes is becoming an increasingly pressing matter. The...

Investment Strategies
29 April 2026

Sorbus Partners Highlights Second China Shock

With the International Monetary Fund expecting Chinese export volumes to rise by around 30 per cent...

WM Market Reports
28 April 2026

Global Asset Managers Can't Rely On Rising Markets As Much For Growth – BCG

The rising market tide, which has been in force for more than a decade, did much of the work in...

Fund Management
28 April 2026

UK Investment Trust Rides Space Boom With New Fundraising

The upcoming SpaceX IPO - possibly taking place by mid-June - is certain to put commercial space in...

Comment & Analysis results for SEC

Investment Strategies
11 November 2025

How Family Offices Should Address Private Markets When Valuations Are "Stretched"

Amidst all the enthusiasm for private markets and sectors such as AI is the undeniable point that...

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...