News, Comment & Analysis results for Archive

Awards
9 October 2026

WealthBriefing Innovation In Marketing Awards 2026 – Acclaim

The Acclaim publications are part of this news service's awards offering. ...

Statistics
9 October 2026

Switzerland Tops New Global Capitalism Index

Such indices, while the methodology can be debated, form part of how wealth managers and others can...

Compliance
9 October 2026

Compliance Corner: Kenya Enacts New Trust Law

The latest compliance news: regulatory developments, punishments, guidance, permissions and...

People Moves
9 October 2026

Citi Recruits Former Morgan Stanley Figure As Research Head

Taking over from an interim research head, the new leader of this business is taking up the post at...

Art
9 October 2026

Inheritance Drives Gen Z Into Art Collecting, Art Basel And UBS Survey Shows

The Art Basel and UBS Survey of Global Collecting 2026 found that Gen Z collectors spent more than...

Statistics
9 October 2026

Private Market Strategy Performance, Regional Investor Appetite Varies

It hasn't been the easiest of years for private market investing, as seen by the wobbles in the...

People Moves
9 October 2026

Who’s Moving Where In Wealth Management? – L&G, Caledonia

The latest moves and appointments for wealth management roles in the UK, and other parts of Europe,...

Surveys
8 October 2026

Family Offices Push Further Into AI, Fret Over Geopolitics – JP Morgan

The private banking arm of the US group surveyed 125 of what it called international family offices...

Offshore
8 October 2026

Argentina Joins The Golden Visa Trend

Argentina continues to signal its pro-free market credentials under its existing government by...

Compliance
8 October 2026

UK’s Rathbones, US-Based Capital Group Secure Key Market Licences

Yesterday was a day when two substantial organisations in the wealth sector, Rathbones and Capital...

Comment & Analysis results for Archive

Company Profiles
29 June 2026

"Organic" Is Growth Watchword For Mirabaud's UK Wealth Business

This news service recently sat down with the head of the UK business arm of Mirabaud Wealth...

Compliance
25 June 2026

Adverse Media Checks A Major Compliance Task, Puts Spotlight On Tech

In this article, we talk to smartKYC, an enterprise solution for KYC due diligence automation. One...

Client Affairs
24 June 2026

Wealth Managers Discuss Brexit Impact 10 Years On

On the 10-year anniversary of the Brexit referendum this week, Hetal Mehta, chief economist at UK...

Technology
26 May 2026

ANALYSIS: What Advisors Should Tell Clients Who Use AI For Guidance?

The editor looks at clients' use of AI tools to research financial material and even suggest ideas...

Strategy
12 May 2026

Huge Valuation Gap Hampers AlTi Global Sale

Our US correspondent takes a deep dive into developments at AlTi Global – or AlTi Tiedemann –...

Client Affairs
8 May 2026

ANALYSIS: The American Citizen Inflow To UK – What's Driving It?

A new residency system, a desire for new lifestyles and opportunities, and a dislike of domestic US...

Legal
5 May 2026

ANALYSIS: To Reform Or Leave Alone? – Non-Compete Clauses In The UK 

Many wealth managers, private bankers and advisors are familiar with non-competes and the other...

Legal
5 May 2026

HNW Israel Divorce Court Case Uncovers Hidden Assets – Implications

Lawyers comment on the implications of a recent divorce case in Israel where financial structures,...

Tax
30 April 2026

ANALYSIS: Unclaimed Withholding Taxes - A Multi-Billion Tech Opportunity

Claiming back what are called withholding taxes is becoming an increasingly pressing matter. The...

Wealth Strategies
20 April 2026

Fixing A Major Capital Mispricing On Women's Health – In Conversation With Maryann Umoren Selfe

A wealth management and private banking figure uses her understanding of structural mispricing in...