News results for Archive

Uncategorised
31 May 2022

Hedge Fund Sector Remains Male-Dominated

A recent report by IG Prime analyses the correlation between fund performance and female...

Client Affairs
31 May 2022

UK's High Potential Individual Visa Scheme Goes Live

The new programme is in some ways a revival of a similar scheme run in the UK from 2002 to 2008....

Technology
31 May 2022

Digital Digest: The Latest Tech News – Wealth Dynamix, Unblu

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

Awards
30 May 2022

EXCLUSIVE: Winners Of WealthBriefing Wealth For Good Awards 2022

This is the latest in the series of awards programmes organised by the publisher of this news...

Market Research
30 May 2022

Inflation Top Concern For High Net Worth Individuals

The second edition of the Saltus Wealth Index has found that older high net worth individuals’...

Financial Results
30 May 2022

Wealth Income Rises At Royal Bank Of Canada

Stronger fee-based client assets, helped by sales and rising market values, underpinned the wealth...

Strategy
30 May 2022

War, Inflation And Pandemic: A Risk Management Perspective

The jarring events of recent years are a reminder of how smart risk management is – or ought to...

Technology
30 May 2022

Swiss Digital Bank Partners With Fideuram – ISPB

The Swiss digital private bank – launched less than two years ago – is working to boost the...

Asset Management
30 May 2022

Gresham House To Boost Forestry Funds

With the low carbon economy moving up the agenda, Olly Hughes from Gresham House outlines plans to...

Tax
27 May 2022

UK Tries To Ease Energy Pain, Imposes Windfall Tax

In a bid to curb the pain of soaring energy bills and the political consequences, the UK government...

Comment & Analysis results for Archive

Technology
30 March 2021

Supercharging Client Engagement With Digital Financial Personality Profiling

Where it is used in client engagement efforts at all, technology tends to focus on the...

Technology
29 March 2021

How Low-Tech Compliance Hits Competitiveness

It is becoming increasingly apparent how costly a low-tech approach to compliance management can be...

Company Profiles
26 March 2021

London & Capital Grows AuM; Eyes Potential US Tax Hikes, Global Uncertainties

A London-based firm that has made a point of catering to HNW clients with a transatlantic...

Technology
25 March 2021

Hybrid Wealth: Are You Really Optimized To Get The Best From Digitization?

Digital banking is more than a mobile app, and wealth management is no exception: it is about...

Company Profiles
24 March 2021

Syz Group In Growth Mode After Business Revamp

The group’s three principal lines are now private banking/wealth management, private equity, and...

Technology
23 March 2021

Technology Traps Wealth Managers Must Avoid: Overview From EY

The 2021 edition of our "Technology Traps Wealth Managers Must Avoid" report, sponsored by EY, is...

Technology
22 March 2021

New Research: Wealth Tech Traps, As Told From The Front Line

WealthBriefing/Family Wealth Report and EY have joined forces to offer cutting-edge insights from...

Reports
5 March 2021

Updated Summary Of Banks', Wealth Managers' Financial Results - Q4, Full-Year 2020

Here is a summary of the major US banks' financial statements for the fourth quarter of 2020 and...

Strategy
22 February 2021

Generation Z: Understanding, Advising This Wired Cohort

As Gen Z clients come of age (some of which already are), it is important to ask new questions to...

Compliance
16 February 2021

EXCLUSIVE: Regulatory Overhaul Will Turbocharge EAM Sector - FINMA

The Swiss Financial Market Supervisory Authority speaks to WealthBriefing about the rule changes...