News, Comment & Analysis results for Archive

Tax
5 December 2025

Tax Efficiency And HMRC Compliance – The Rise Of Family Investment Companies

Establishing a FIC is a strategic move for long-term family wealth management and transfer....

People Moves
5 December 2025

Who’s Moving Where In Wealth Management? – Hargreaves Lansdown, ING

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

Investment Strategies
5 December 2025

HSBC AM Likes Alternatives To Spread Risks Into 2026

HSBC Asset Management, the investment management arm of the HSBC Group, has released its 2026...

Strategy
4 December 2025

UK's Multrees Unveils Lombard Lender Partnership

Multrees is working with a new financial institution that aims to shake up what is called Lombard...

Strategy
4 December 2025

Standard Chartered Launches Wealth Campaign's Second Phase

The bank said its campaign's new phase focuses on insights via its investment team and how these...

People Moves
4 December 2025

Summary Of Global Wealth Management Executive Moves – September 2025

A summary of the world's senior moves, appointments and personnel changes in wealth management...

Asset Management
4 December 2025

What's New In Investments, Funds? – Further, 3iQ Corp, Amundi, CPRAM

The latest news in investment offerings, financial products and other services relevant to wealth...

New Products
4 December 2025

UBP Launches Fund Under Singapore’s VCC Framework

The move is designed to offer a blend of institutional-grade investment capabilities and private...

Awards
4 December 2025

EXCLUSIVE: Winners Of The Fourth WealthBriefing Channel Islands Awards 2025

Congratulations to the winners of this year's awards programme in the Channel Islands. ...

Surveys
4 December 2025

Caribbean, Mauritius Family Offices Shift To Fixed Income, Private Markets After Tariffs

In all the changes in allocations, the main loser was the equities market. ...

Comment & Analysis results for Archive

WM Market Reports
22 March 2023

Tech Traps Wealth Managers Must Avoid 2023

The latest edition of our regular "Tech Traps" reports. ...

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...

Alt Investments
21 March 2023

In Tough Times, Private Market Secondaries Can Shine

The venture capital, private equity and other parts of the "private markets" space have been jolted...

Strategy
9 March 2023

Exclusive: Biotech Sector To Take Off In 2023

Swiss-based BB Biotech’s head investment manager, Daniel Koller, talks to this news publication...

Asset Management
6 March 2023

Comgest's Mood Brightens For Europe, Asia Investments

After a strong start to global stock markets, Franz Weis chief investment officer at Comgest, a...

Offshore
6 March 2023

The Squeeze On Investment Visas – What Should Happen Now?

With these programmes, the subject of this interview says, the benefit is not just in the initial...

Trust Estate
3 March 2023

Challenges For Multi-Generational Families Over Succession

A take-home point from this article is that for multi-generational family firms to navigate...

Compliance
24 February 2023

Foundations For Effective Corporate Governance

The author argues that UK regulatory expectations largely date back to the financial crisis. At...

Tax
21 February 2023

Soaring Inheritance Tax Receipts Highlight Need For Reform

Inheritance tax receipts are rising, and this suggests that tax brackets are capturing a wider...

Art
9 February 2023

Fine Art Finance – A Change Of Perspective For Your Collection

The international law firm gives a brief tour of the fine art investment landscape, a subject of...