News, Comment & Analysis results for Archive

Tax
24 April 2024

Inheritance Tax Receipts At Record High – Reactions

Wealth managers react to the the latest figures from HM Revenue and Customs (HMRC) and suggest ways...

Compliance
24 April 2024

UK's Serious Fraud Office Sets Out Strategy Amid Rising Tech Threats, Challenges

The UK public agency involved in the fight against corruption, fraud and bribery has been through a...

Statistics
24 April 2024

Hedge Fund Capital Hits $4.3 Trillion; Crypto Strategies Skyrocket

Hedge funds' performance can wax and wane, and fees have slid from the 2 per cent management fee/20...

Technology
24 April 2024

Digital Digest: The Latest Tech News – Allfunds, Google Cloud

The latest technology news in the wealth management sector from around the world. ...

People Moves
24 April 2024

PGIM Launches On-The-Ground Middle East Presence

The appointment of a Middle East head at the US business is subject to regulatory clearance. ...

Alt Investments
24 April 2024

Private Markets Outperform Public Peers – Hamilton Lane

New co-CEO Juan Delgado of Hamilton Lane, a US private markets investment management firm with...

People Moves
23 April 2024

Julius Baer's Thailand JV Names New Chief Executive

Formed in 2018, the joint venture between the Thai and Swiss banks is an example of the kind of...

Surveys
23 April 2024

Children Expected To Be Worse Off In Future – Arbuthnot Latham

Research has just been released as part of the private and commercial bank Arbuthnot Latham’s...

People Moves
23 April 2024

Jersey Finance Names New Global Head Of Market Development

The new hire has spent many years in Asia and has worked extensively across a wide range of...

M and A
23 April 2024

JTC Makes New Acquisition

JTC, a global professional services business headquartered in Jersey, has made a new acquisition in...

Comment & Analysis results for Archive

WM Market Reports
26 October 2022

New Research: An Update On Family Office Efficiency In Accounting, Investment Analysis

This news service is joining forces again with FundCount to examine how technology is making family...

Compliance
20 October 2022

As Swiss EAM New Regulation Deadline Looms, Banks, Others Eye Big Changes

At the start of 2023, external asset managers in Switzerland will live in a new regulatory...

Company Profiles
18 October 2022

Shining A Light On Risk, Returns With Performance Watcher

We talk to Performance Watcher by IBO, a Swiss organisation that uses an open-source model to...

Emerging Markets
14 October 2022

Focus On Investment Opportunities In China – Chartwell Capital

As investors struggle to decide where to put their money, Ronald Chan, founder and CIO of Chartwell...

WM Market Reports
4 October 2022

Tenth WealthBriefing Tech & Ops Trends Report

Here is our 2022 Technology and Operations Report, a regular overview of the trends affecting the...

Practice Strategies
4 October 2022

Back To School: Summary Of Wealth Management-Related MBAs, Post-Grad Courses

Here is an updated list of various courses, mostly of postgraduate and MBA level, that are relevant...

Offshore
30 September 2022

Green Funds, Foundations And Other Qualities: The Guernsey Formula

This news service talks to the organisation that promotes the island's financial services sector...

Company Profiles
28 September 2022

Decisive Adopts "Endowment" Mindset In Building Long-Run Returns

Decisive is an example of the kind of EAMs that are an important sector in the Swiss financial...

Company Profiles
21 September 2022

Get Ready For More Assets To Be "Financialised"

We talk to a business using cryptocurrency and blockchain tools to make diamonds a more efficient...

ESG
13 September 2022

Fossil Fuels And Transition: What's The Direction Of Travel?

A commentator on ESG and sustainability talks to this publication about the transition from fossil...