News, Comment & Analysis results for Archive
Focus On Sustainable Investment, AI And The Energy Transition – EdenTree
Despite the challenges, UK sustainable investment manager EdenTree said that in 2026 it is...
NatWest, Barclays In M&A Tussle To Acquire Evelyn Partners – Media
A takeover contest is continuing for UK wealth management group Evelyn Partners, the business that...
UK Inheritance Tax Partial U-Turn On Businesses, Farms – Reactions
After the UK government announced that the level of the agricultural and business property reliefs...
Schroders Favours US Over European Equities, Gold
Patrick Brenner, chief investment officer, multi asset London-listed investment manager at...
What’s New In Investments, Funds? – S64, Bridgepoint
The latest news in investment offerings, financial products and other services relevant to wealth...
Nomura's International Wealth Arm Opens New DIFC Premises
Having launched a Dubai office in 2023, the Japan-headquartered group is expanding operations in...
From The Editor's Chair: A Year Of Tariffs, Asset Shifts, AI, Private Markets And Mobile Wealth
The editor casts his eye back at the past 12 months to highlight significant themes and...
Utmost Group Continues Wealth Pivot, Completes BPA Sale
Proceeds from the sale will pay for the group's purchase of Lombard International, and other...
OPINION OF THE WEEK: Wealth Sector Must Make Its Case More Widely
While this commentary tends to focus on Europe, its lessons for the wider world are important. In a...
HSBC Private Bank Appoints Ex-Citigroup Figure For CEO
The new CEO will be taking the helm after a period when the chief executive slot was held ad...
Comment & Analysis results for Archive
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 Hard Realities Of Family Office Economics – In Conversation With Stonehage Fleming
Family offices are a hot topic, and many UHNW families want to create them, but going solo is an...
The Forces Shaping Singapore's, Asia's EAM Sector
This news service prides itself on its coverage of external asset managers, family offices and...
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...
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...