News, Comment & Analysis results for Archive

People Moves
20 June 2025

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...

People Moves
20 June 2025

Allianz Global Investors Names New Chief Economist

The new chief economist’s “deep understanding” of European and global long-term economic...

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. ...

New Products
19 June 2025

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...

Investment Strategies
19 June 2025

How Pictet Navigates Policy, Market Turbulence

Taking a cautious view, the Swiss private bank has been increasing fixed income exposure, expecting...

Compliance
19 June 2025

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...

Surveys
19 June 2025

Global Wealth Rose In 2024, US Dominates Trend – UBS

Zurich-headquartered private bank UBS has released its Global Wealth Report 2025. The survey...

People Moves
19 June 2025

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...

Awards
19 June 2025

Nominations Open For Fifth Annual WealthBriefing WealthTech Americas Awards 2026

The awards recognize excellence in innovation and achievement across the wealth technology...

Investment Strategies
19 June 2025

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

Philanthropy
17 June 2025

New Report On Philanthropy, Ethical Investment

The state of HNW philanthropy throughout the world today – WealthBriefing's ground-breaking...

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...

Compliance
18 March 2025

Transparency International – The Latest Lessons For Wealth Managers

Transparency International's recently-published Corruption Perceptions Index, used by compliance...

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...

Client Affairs
12 March 2025

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...

Strategy
28 February 2025

Private Banks' Onboarding Limitations Revealed – And How To Fix Them

Client onboarding in private banking is riddled with inefficiencies – not just for high-risk...

Technology
19 February 2025

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...

Company Profiles
13 February 2025

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...

New Products
6 February 2025

Private Aviation's Investment Allure Weathers Turbulent Times

Rising wealth, discontent with the irritations of routine commercial flights, and the desire to...

Investment Strategies
19 December 2024

2025 Private Credit Predictions: An Expert Perspective

A 26-year veteran of the alternative investments sphere – including private credit – explains...