News, Comment & Analysis results for Archive

Statistics
6 December 2024

"Golden Visa" Industry Seen Surging To $100 Billion In 2025 – Report

For all the criticisms and restrictions that are sometimes directed at these schemes, the authors...

People Moves
6 December 2024

Who’s Moving Where In Wealth Management? – GAM Investments, Raffles Family Office

The latest moves, appointments and personnel changes among wealth management and related...

Tax
6 December 2024

US Estate, Business Tax Details In Focus After Republicans' Victory

The possibility that estate tax exemptions in the US could be extended rather than sunset, and...

Philanthropy
6 December 2024

Collaboration And Setting Realistic Goals – Wealthy Individuals' Philanthropy

We talk to Citi Private Bank and Barclays Private Bank about how they approach advising wealthy...

Investment Strategies
6 December 2024

Carmignac Re-Engages With European Equities

Raphaël Gallardo, chief economist and Kevin Thozet, a member of the investment committee at...

Awards
6 December 2024

EXCLUSIVE: Winners Of The Third Annual WealthBriefing Channel Islands Awards 2024

Here are the winners of this year's Channel Islands wards, the third time we have run this...

People Moves
5 December 2024

Who’s Moving Where In Wealth Management? – Harmony, Ogier Global, Equiom

The latest moves, appointments and personnel changes among wealth management and related...

Investment Strategies
5 December 2024

State Street Smiles On US Equities, Fixed Income In 2025

Boston-headquartered State Street Global Advisors, the asset management arm of State Street...

Alt Investments
5 December 2024

Blending Approaches To Earn Robust Emerging Market Returns

In this brief interview, we talk to the CEO and chief investment officer of a London-based emerging...

Strategy
5 December 2024

UK's St James's Place Reportedly Eyes Job Cuts Amid Restructuring

The restructuring plans of the UK-listed group – which also has offices in Hong Kong, Singapore...

Comment & Analysis results for Archive

Offshore
1 July 2024

The Bahamas: A Complete And Compelling Choice – Part 1

The document has been put together by the Caribbean jurisdiction's financial services sector...

Wealth Strategies
1 July 2024

Proteomics: A New Frontier In Innovative Health Investing

A UK-based investment boutique, which puts innovation at the heart of how it chooses stocks, talks...

Strategy
26 June 2024

The Good, The Difficult And The Stable – What Headhunters See Around The World

We talk to wealth management headhunters in North America, Europe, Middle East and Asia about what...

Real Estate
26 June 2024

As HNW Individuals Seek Options, An Adriatic Resort Prepares

Luxury resorts based in low-tax jurisdictions have been around for decades; given the winds of...

Alt Investments
12 June 2024

Riding The Infrastructure Train Is Positive Journey For UK Advisor

We talk to the manager of a listed infrastructure fund about the asset class, its potential and a...

Alt Investments
4 June 2024

An Expert Sparring Partner For Wealthy Investors In Alternatives

A Germany-headquartered multi-family office, which won a capital market licence earlier this year,...

M and A
29 May 2024

Swiss Bank Consolidation Chatter Shows How Scale Dominates Thinking

Regardless of the truth of specific rumours and media stories, the idea that more Swiss banks might...

Technology
14 May 2024

Exclusive: FIS Focuses On AI’s Wealth Management Role

Russell Andrews, head of wealth and asset management EMEA, capital markets at Florida-headquartered...

ESG
9 May 2024

EXCLUSIVE: Spotlight On Regenerative Agriculture, Forestry – SLM Partners

Paul McMahon, a co-founder and managing partner of asset manager SLM Partners, discusses why there...

Offshore
17 April 2024

How Citizenship/Residency-By Investment Programmes Evolved - And What's Next

A marker for globalisation and the degree of unfettered movement that people enjoy, the market for...