News, Comment & Analysis results for Archive
European Banks Tap Into Rising Defence Spending Trend
Jolted by worries that the US will scale back its commitments, European countries are – or say...
The Small Caps Equity Case – In Conversation With Oberon Investments
Small-cap stocks aren't always flavour of the month, and their performance can sometimes deter...
EXCLUSIVE: UBS Appoints New Head For HNW Business In UK
This publication can exclusively reveal a new top-line appointment at the Swiss bank’s wealth...
What's New In Investments, Funds? – Leonteq, Emirates Islamic
The latest news in investment offerings, financial products and other services relevant to wealth...
Single-Family Offices Remain Keen On Direct Investing; Challenges Remain – Study
BNY Wealth has issued a report that drills down into the views of single-family offices worldwide,...
Who’s Moving Where In Wealth Management? – Saranac Partners, Puma Investments
The latest moves, appointments and personnel changes among wealth management and related...
Julius Baer Raises €500 Million In Debt Financing
The private bank, operating in several jurisdictions, said the debt sale was part of a move to...
Nominations Open For 13th WealthBriefing Swiss Awards 2026
Part of our global programme, the awards are now in their 13th year – we urge readers who want to...
Compliance Corner: Guernsey Greenlights New Offshore Bank
The latest compliance news: regulatory developments, punishments, guidance, permissions and new...
LLB Group Voices Regret As Chief Executive Decides To Leave
The CEO has been with the group since the autumn of 2012, leading it as CEO from 2021. His period...
Comment & Analysis results for Archive
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...
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...
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...
As Swiss EAM New Regulation Deadline Looms, Banks, Others Eye Big Changes
At the start of 2023, external asset managers in Switzerland will live in a new regulatory...
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...
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...
Tenth WealthBriefing Tech & Ops Trends Report
Here is our 2022 Technology and Operations Report, a regular overview of the trends affecting the...
Green Funds, Foundations And Other Qualities: The Guernsey Formula
This news service talks to the organisation that promotes the island's financial services sector...
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...
Get Ready For More Assets To Be "Financialised"
We talk to a business using cryptocurrency and blockchain tools to make diamonds a more efficient...
Award Winners
WealthTalk - Awards Videos
WealthTechAsia Awards 2021 – UBS
Duration: 3.88m
WealthTalk - From The Editor’s Desk Videos
WEALTH TALK: UK Millionaires And Non-Doms Depart – The Impact
Duration: 18.25m
WealthTalk - Expert View Videos
WealthTalk – "Autocracy Risk" And What It Means For Investors
Duration: 15.90m