News, Comment & Analysis results for Archive

Investment Strategies
27 June 2024

Pinebridge Positive On Asia, Electric Vehicles, AI

Pinebridge Investments, a private, global asset manager focused on active, high-conviction...

M and A
27 June 2024

Deals Of The Day: The Latest In Wealth Management M&A? – Alliance Witan

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

Investment Strategies
27 June 2024

Portfolios Must Be AI Enabled – UBS

The chief investment office of Swiss private bank UBS has just released its mid-year outlook 2024,...

Awards
27 June 2024

EXCLUSIVE: Winners Of The Third Annual WealthBriefing Wealth For Good Awards 2024

Here are the victorious people and organisations in this year's annual event, now in its third...

Surveys
26 June 2024

Singapore, London, New York In Top 10 Most Expensive Places To Live In 2024 – Julius Baer

Swiss private bank Julius Baer has just published its annual "Global Wealth and Lifestyle Report...

M and A
26 June 2024

Carlyle, Goldman Sachs Commit More Than $1.1 Billion To Apex Group

The global financial services provider, operating in locations spanning the Americas, Europe, MENA,...

M and A
26 June 2024

Swiss Regulator Says UBS/Credit Suisse Merger Doesn't Hamper Competition

An issue that came out of the 2008 financial crisis was the problem of banks deemed "too big to...

M and A
26 June 2024

UBS, Securities Firm Sell 85 Per Cent Stake In Chinese Business

UBS came into possession of the stake when it bought Credit Suisse last March. The Swiss bank said...

People Moves
26 June 2024

UBS Bolsters Global Wealth Management Middle East Team

After the takeover of Credit Suisse, and following its recent reorganisation, UBS has increased its...

Investment Strategies
26 June 2024

Baillie Gifford Optimistic About Growth Stocks In 2024

Experts at Scottish-based investment manager Baillie Gifford – a specialist in long-term growth...

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...