News, Comment & Analysis results for Vie

Awards
2 February 2026

A Preview On WealthBriefing Swiss Awards - Video Interview

In this video interview, the global director for our awards series explains how these awards work,...

Strategy
30 January 2026

EXCLUSIVE: UK's Weatherbys Appoints Fintech Expert; Explains Private Bank Strategy

As well as exclusively reporting on a senior appointment at the UK bank today, WealthBriefing also...

Surveys
28 January 2026

Client Engagement, Staff Retention Are Managers’ Top Priorities – Research

WTW’s Wealth Investments business has identified key challenges and priorities facing the wealth...

Investment Strategies
14 January 2026

Lombard Odier Outlines 10 Investment Convictions For 2026

Swiss private bank Lombard Odier sets out its views on the investment outlook and opportunities for...

Alt Investments
8 January 2026

Private Markets Keeping Up Momentum Into 2026 – Aberdeen Investments

Aberdeen Investments has released its "Private Markets House View," showing that private markets...

Investment Strategies
24 December 2025

Schroders Favours US Over European Equities, Gold

Patrick Brenner, chief investment officer, multi asset London-listed investment manager at...

Investment Strategies
10 December 2025

EXCLUSIVE: ING Stays Positive On US, European Equities; Digital Capabilities

Anneka Treon, global head of Private Banking, Wealth Management and Investments at...

Investment Strategies
8 December 2025

Diversify, Lean Into AI "Thoughtfully," And Underweight The Dollar – Cambridge Associates

The organisation is among a raft of institutions setting out asset allocation views for 2026. It...

Investment Strategies
3 December 2025

Lombard Odier Positive On Emerging Markets, Gold In 2026

Swiss private bank Lombard Odier has released its Outlook 2026 giving an overview of the bank’s...

Tax
20 November 2025

OPINION OF THE WEEK: Contemplating UK Fiscal Woes From Low-Tax Dubai

The editor reflects on the UK's unhappy position on tax rises and a lukewarm economy, as the Autumn...

Comment & Analysis results for Vie

Wealth Strategies
22 September 2025

Changing Asset Allocation Frontiers - An Overview

We take a dive into different approaches to how asset allocation should be handled, examine various...

Company Profiles
16 July 2024

Guiding Advisors From Start To Finish – The View From Benchmark Capital

Part of Schroders, Benchmark Capital explains how it works with IFAs and other wealth...

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...

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...

Compliance
15 December 2023

Handling HNW Clients' Data Via Tokenization – An Overview

Banks and other players in the wealth management space transfer data across borders – a fact...

Philanthropy
7 December 2023

Philanthropy In Testing Times: A Transatlantic Perspective

Whether it is sunset clauses on foundations, arguments about purpose, help with clients about...

Trust Estate
26 June 2023

INTERVIEW: Wealth Managers Must Get Proactive About Handling Elder Abuse

This news service talks to a UK-based law firm about the problem of "elder abuse" – a term...

Practice Strategies
12 June 2023

Banking, Wealth Sector In Ferment – A Talent Management Overview

What makes a good wealth manager, and what are the skills and qualities in demand today, and what...

Strategy
22 May 2023

BOOK REVIEW: In Defence Of Capitalism, By Rainer Zitelmann

While unlikely to sway those already hostile to the free market economic system, this book puts a...

Compliance
21 March 2023

Developments In Private Bank RegTech – Views From The Experts

Regulatory technology – software that a private bank has to use in order to produce information...