News, Comment & Analysis results for Archive
Multrees Names New Chief Operating Officer
Edinburgh-headquartered Multrees Investor Services, an investment operations and technology...
What's New In Investments, Funds? – Invesco, Pictet, Deutsche Bank, EQT
The latest news in investment offerings, financial products and other services relevant to wealth...
Swissquote Bank In Singapore Unveils OpenWealth API Connectivity
The Swiss firm in Singapore is using its system to help improve onboarding and other important...
Amundi Leans Towards Emerging Market Assets In 2026
Paris-based European asset manager Amundi released its 2026 global investment outlook at a media...
How The Gulf States Play The Digital Assets Trend – In Conversation With Taurus
This publication talks to a firm about the approach that various Middle East jurisdictions take...
EXCLUSIVE: Winners Of The Twelfth WealthBriefing MENA Awards
Congratulations again to the winners of this year's awards programme. ...
Wealth Managers Look Closely At Gilts Ahead Of UK Budget
At a meeting in London this week, together with other wealth managers, California-based investment...
New CEO Of True Potential Wealth Management Named
The incoming CEO of True Potential Wealth Management, a firm managing more than £34 billion ($44...
UK Inflation Falls – Wealth Managers React
After UK inflation fell for the first time in seven months, wealth managers discuss the impact on...
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 Archive
Transparency International – The Latest Lessons For Wealth Managers
Transparency International's recently-published Corruption Perceptions Index, used by compliance...
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...
The Bahamas: A Complete and Compelling Choice 2024
This publication carries a spread of articles and insights about the Caribbean jurisdiction. ...
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...
US Equities And Dollar Have Delivered Ringing Endorsement Of Trump. What Now? – WELREX - Part 1
The first in a two-part detailed analysis about what the financial markets could do in the next...