News, Comment & Analysis results for Archive
Barclays Names Ex-HSBC Senior Figure As New UAE Private Bank Head
The lender has named a new private banking head for the UAE, now very much at the centre of...
Allianz Global Investors Names New Chief Economist
The new chief economist’s “deep understanding” of European and global long-term economic...
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. ...
What’s New In Investments, Funds? – Angel Academe, Nutmeg, Goldman Sachs AM
The latest news in investment offerings, financial products and other services relevant to wealth...
How Pictet Navigates Policy, Market Turbulence
Taking a cautious view, the Swiss private bank has been increasing fixed income exposure, expecting...
Switzerland's OAG Fines Pictet, Punishes Ex-RM Over Money Laundering Case
A criminal probe established that the payments at the centre of the case took place between June...
Global Wealth Rose In 2024, US Dominates Trend – UBS
Zurich-headquartered private bank UBS has released its Global Wealth Report 2025. The survey...
Change At The Top Of GAM, New CEO Named
After holding the CEO post since October 2023, Elmar Zumbuehl is stepping away from the job at GAM...
Nominations Open For Fifth Annual WealthBriefing WealthTech Americas Awards 2026
The awards recognize excellence in innovation and achievement across the wealth technology...
Guinness Favours European Over US Equities
At a media event in London this month, Guinness Global Investors discussed why it believes that...
Comment & Analysis results for Archive
New Report On Philanthropy, Ethical Investment
The state of HNW philanthropy throughout the world today – WealthBriefing's ground-breaking...
The Forces Shaping Singapore's, Asia's EAM Sector
This news service prides itself on its coverage of external asset managers, family offices and...
Transparency International – The Latest Lessons For Wealth Managers
Transparency International's recently-published Corruption Perceptions Index, used by compliance...
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...
Wealth Asset Allocators: We Need To Talk About Defence
With geopolitical shifts of the magnitude of the US stance on Ukraine, Russia and other events...
Private Banks' Onboarding Limitations Revealed – And How To Fix Them
Client onboarding in private banking is riddled with inefficiencies – not just for high-risk...
The Soaring Trend Of AI "Co-Pilots" In Wealth Management
We hear much commentary today about the use of AI "co-pilots" in financial services. What do they...
A Fund For All Seasons: Mixing Investment Styles At UK's Nutshell
A City financial trading background, added to a disciplined investment mindset, appears to be...
Private Aviation's Investment Allure Weathers Turbulent Times
Rising wealth, discontent with the irritations of routine commercial flights, and the desire to...
2025 Private Credit Predictions: An Expert Perspective
A 26-year veteran of the alternative investments sphere – including private credit – explains...