News, Comment & Analysis results for SEC

WM Market Reports
12 June 2025

Single-Family Offices Remain Keen On Direct Investing; Challenges Remain – Study

BNY Wealth has issued a report that drills down into the views of single-family offices worldwide,...

Compliance
11 June 2025

Compliance Corner: SEC Resumes Swiss Advisors' Registration Processing

The latest compliance news: regulatory developments, punishments, guidance, permissions and new...

M and A
11 June 2025

Deals Of The Day: The Latest In Wealth Management M&A – August Equity, The Superbia Group, FRP Corporate Finance

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

Alt Investments
10 June 2025

Fewer VC Players Predict More Fundraising, Caution Rises – Survey

There's more caution around the venture capital sector globally than there has been, the PitchBook...

M and A
9 June 2025

Deals Of The Day: The Latest In Wealth Management M&A – Hawksford, Equiom Netherlands

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

People Moves
2 June 2025

Julius Baer Names Southeast Asia Market Heads, Predecessor Retires

The outgoing market head for the region has been in the banking sector for almost 40 years, 10 of...

Technology
29 May 2025

Digital Digest: The Latest Tech News – SimCorp, 360T Group

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

M and A
27 May 2025

Deals Of The Day: The Latest In Wealth Management M&A – Saltus, Delta

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

M and A
23 May 2025

Deals Of The Day: The Latest In Wealth Management M&A – Suntera Global, Khepri

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

New Office
23 May 2025

Ashmore Group Secures Qatar Authorisation

The London-based firm, which has been operating in Qatar for years, now has an office on the ground...

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...