News, Comment & Analysis results for Archive

Financial Results
28 March 2025

Vontobel Subsidiary Raises SFr200 Million In Bond Issuance

The Zurich-listed group said its issuance attracted very strong demand. ...

People Moves
28 March 2025

Vanguard Names New Head Of Spain

The firm sees Spain as offering a great opportunity for serving both wholesale and advisor clients...

M and A
28 March 2025

Deals Of The Day: The Latest In Wealth Management M&A – AnaCap, FJMF, Luxembourg, TISE, Miami

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

Investment Strategies
28 March 2025

BlackRock Highlights European Fixed Income Opportunities In 2025

BlackRock has just published its latest fixed income outlook for the second quarter of 2025. James...

Awards
28 March 2025

EXCLUSIVE: Winners Of The Thirteenth WealthBriefing European Awards

A list of all the winners and finalists for this year's awards event. ...

Client Affairs
27 March 2025

UK Tax Squeeze Shows No Sign Of Relenting

Wealth managers react after UK Chancellor of the Exchequer Rachel Reeves released the UK’s Spring...

Financial Results
27 March 2025

Swiss Private Bank's AuM Rose Almost 14 Per Cent In 2024

Geneva-headquartered CBH Compagnie Bancaire Helvétique, a family-owned bank, has just released its...

New Products
27 March 2025

What’s New In Investments, Funds? – M&G Investments, Van Lanschot Kempen IM, L&G

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

People Moves
27 March 2025

Who’s Moving Where In Wealth Management? – Ocorian, Quilter, Forsters

The latest moves, appointments and personnel changes among wealth management and related...

Alt Investments
27 March 2025

Letter From India – A Walk Around VC

The author, who is a keen advocate of venture capital and startups in India, explains events in the...

Comment & Analysis results for Archive

Wealth Strategies
22 November 2022

Does Liability-Driven Investment Have Any Place In Wealth Managers' Toolkits?

The area of liability-driven investment is a specialist approach to managing money for final-salary...

Investment Strategies
9 November 2022

Cash-Rich Firms Can Tap M&A Opportunities As Rates Rise

Companies with plenty of cash stand to benefit from the M&A opportunities that can be thrown up in...

Fund Management
8 November 2022

Focus On Long-Term Investment Opportunities – Baillie Gifford

Faced with soaring inflation, rising interest rates and geopolitical conflicts, investment managers...

Family Office
7 November 2022

EXCLUSIVE: LNG – A Growth Driver For Three Groups Of Single Family Offices

Demand for liquified natural gas, aka LNG, is high amidst a global energy crisis, magnified by...

Offshore
4 November 2022

A Wide Set Of Wealth, Business Tools In Jersey: In Conversation With Stonehage Fleming

What sort of structures and entities do clients coming to Jersey want to use? What sort of...

Compliance
2 November 2022

10 Years On From HSBC's AML Saga – What Has Changed?

The author of this article claims that there has been little improvement in AML controls in much of...

Legal
1 November 2022

International Surrogacy Developments: Financial Impact On Families

The author argues that as more people resume foreign travel, with many doing so to consider...

Compliance
27 October 2022

The Pandora Papers One Year On: Lessons Learned And To Learn

Today, the idea appears to grow that holding wealth is something deserving of opprobrium. The more...

Company Profiles
27 October 2022

Using Tech To Achieve Wealth Management Edge – In Conversation With InvestCloud

Finding new clients, attracting and keeping them requires a range of qualities, and intelligent use...

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...