News, Comment & Analysis results for Archive
UOB Private Bank Completes Another International Next Gen Programme
The course for young adult members of UHNW families – from eight countries – speaks to how...
iCapital Expands Partnership With Asset Management Big-Hitter
The partnership expansion touches on the phenomenon of the "evergreen" fund continuing to become...
Profits Hold Steady At Liechtenstein's LLB Group
Earlier this year, the European private bank wrapped up an acquisition of an Austria-based firm,...
FNZ Rolls Out Generative AI Solution
The firm recently inked a strategic partnership with Microsoft. ...
Group Profits Surge At LGT As Income Rises, Costs Slip
The private bank logged SFr5.9 billion of asset inflows, although at the half-way point of the year...
DWS Maintains Preference For European Over US Equities, Despite Rebound
German asset manager DWS set out its latest outlook and asset allocation against the background of...
Who's Moving Where In Wealth Management? – BlackRock, Pictet
The latest moves, appointments and personnel changes in the UK, rest of Europe, the Middle East and...
Short-Dated Gilts Lose Tax Efficiency Appeal, Says Wealth Manager
Anglo-South African asset manager Ninety One calls for portfolio rebalancing, as the gilt premium...
Lombard Odier Names New UK Chief Operating Officer
The new COO has more than 18 years' experience in the wealth managenent sector as well as "sharp...
Subsidiary Of India's Kotak Mahindra Secures UAE Licence, Eyes Fund Launch
The firm said it is the first Indian firm to have obtained such a licence from the UAE's capital...
Comment & Analysis results for Archive
Spotlight On Rise In Guernsey’s Private Wealth, South Africa Connection – FNB
As First National Bank celebrated its 10-year milestone in Guernsey and unveiled a new office this...
Index Investing Has A "Reconstitution" Problem: How To Fix It
We talk to Dimensional Fund Advisors about why index investing in the conventional sense raises a...
Non-Dom Businesswoman Voices Anger, Plans Exit As UK Rules Change
We talk to a businesswoman, TV personality, academic and author about her annoyance, and...
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...