News, Comment & Analysis results for Archive

People Moves
26 March 2026

Who’s Moving Where In Wealth Management? – Titanbay, JTC, Tufton

The latest moves, appointments and personnel changes in wealth management for the UK, rest of...

Financial Results
26 March 2026

Summary Of Banks' 2025 Full-Year, Q4 Financial Results

Here is a roundup of the major lenders' results for 2025, including the fourth quarter figures. The...

Awards
25 March 2026

WealthBriefing WealthTech Americas Awards 2026 – Acclaim 

Congratulations again go to our worthy winners. ...

Strategy
25 March 2026

Deutsche Bank Leans Into Latin American Wealth Story

During a recent visit to Zurich, this news service's editor sat down with a senior figure at...

People Moves
25 March 2026

BNP Paribas AM Names New Deputy CEO

With her expertise, leadership and proven ability to innovate, develop and transform businesses,...

Investment Strategies
25 March 2026

Wealth Managers React As Trump Hits Pause Button On Military Action

After US stock and bond markets bounced, and oil prices fell on Monday when US President Donald...

Financial Results
25 March 2026

LGT Profits, AuM Up In 2025

LGT, the Liechtenstein-headquartered private banking and asset management group owned by the...

New Products
25 March 2026

What’s New In Investments, Funds? – RBC BlueBay Asset Management

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

Awards
24 March 2026

What It Takes To Win Swiss WealthBriefing EAM Awards – "Acclaim"

The Acclaim document gives winners of our awards an opportunity to flesh out their strategy,...

New Office
24 March 2026

JTC Targets Wyoming

Jersey-headquartered global professional services provider JTC continues its expansion into the...

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...