News, Comment & Analysis results for Archive

New Products
20 June 2024

What’s New In Investments, Funds? – Schroders

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

M and A
19 June 2024

JTC To Acquire Cayman-Based Fiduciary Services House

JTC, which has established a presence in the Caribbean island since 2013, said the deal will add to...

People Moves
19 June 2024

Who's Moving Where In Wealth Management? – Square Mile, Spring

The latest moves, appointments, personnel changes and developments among senior figures the wealth...

Offshore
19 June 2024

The Bahamas: Invitation To A Panel Debate On Growing Jurisdiction

This news service is holding a panel discussion in partnership with the Bahamas Financial Services...

Investment Strategies
19 June 2024

Wealth Managers React To Rising EU-China Trade Tensions

After the European Commission decided last week to bump up tariffs on electric vehicle imports from...

Investment Strategies
19 June 2024

French Election Investment Impact – View From UBS, EFG, Edmond De Rothschild

Mark Haefele, chief investment officer at UBS Global Wealth Management, together with EFG AM and...

New Products
18 June 2024

JTC Introduces Enhanced Outsourced Financial And Regulatory Reporting Services

The new service will encompass a broad spectrum of outsourced financial reporting services,...

M and A
18 June 2024

Deals Of The Day: The Latest In Wealth Management M&A – Premier Miton, Tellworth Investments

The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...

Compliance
18 June 2024

UK Sustainability Regime Needs 12-Month Extension – PIMFA

At stake is the desire by the regulator to end “greenwashing” – a practice that unless dealt...

Compliance
18 June 2024

Compliance Corner: smartKYC Obtains Information Security Seal Of Approval

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

Comment & Analysis results for Archive

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...

Offshore
6 September 2022

Havens Of Calm In Volatile Times: The Channel Islands

At last, after the lockdowns and restrictions have eased off, this news service spent time in...

Surveys
29 August 2022

Asia Has Less Envy And More People Striving For Wealth

Social envy of wealth is much lower in parts of Asia than in many European nations – arguably a...