News, Comment & Analysis results for SEC

M and A
3 July 2025

China's Fosun Completes German Private Bank Sale, Retains "Highly Valuable" Asset Servicing Business

Hauck Aufhäuser Lampe Privatbank was bought by Fosun back in 2016, and the Chinese group, which...

M and A
2 July 2025

Deals Of The Day: The Latest In Wealth Management M&A – Evelyn Partners

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

M and A
30 June 2025

Deals Of The Day: The Latest In Wealth Management M&A – Brown Advisory, Marylebone Partners

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

Investment Strategies
25 June 2025

Amidst The Tariff Turmoil, RBC WM Likes Japanese Equities

After a dramatic shift in appetite for equity and fixed income securities issued outside of North...

M and A
25 June 2025

Deals Of The Day: The Latest In Wealth Management M&A – Suttons, Whitewell Financial Planning

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

Compliance
20 June 2025

Bank Cybersecurity In Spotlight As UBS, Pictet Hit By Cyber Attack

The Swiss banks said client data was not affected in the attack. However, a media report said that...

M and A
20 June 2025

Deals Of The Day: The Latest In Wealth Management M&A – CUBE, Acin

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

Technology
19 June 2025

Digital Digest: The Latest Tech News – SS&C Powers Wesleyan’s Digital-First Wealth Platform

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

Alt Investments
18 June 2025

Central Banks Load Up On Gold In Uncertain Times – WGC Study

As a bank talks about "de-dollarisation" and the role of gold, industry figures show that central...

Investment Strategies
17 June 2025

Tikehau Capital Rides European Military Spending Wave

An increasing number of banks and investment houses are pushing into the expanding defence 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...