News, Comment & Analysis results for Archive

New Products
17 September 2026

What’s New In Investments, Funds? – Quoniam Asset Management, Aberdeen Investments

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

People Moves
17 September 2026

Who’s Moving Where In Wealth Management? – Belasko

The latest moves and appointments for wealth management roles in the UK, and other parts of Europe,...

Surveys
17 September 2026

Asset Managers Increasingly Focus On Core Capabilities To Drive Growth – Northern Trust

A new Northern Trust Survey of 300 global asset managers shows increased outsourcing, heightened...

Awards
17 September 2026

Winners Of Inaugural WealthBriefing Innovation In Marketing Awards 2026

This news service can announce the individuals and firms that impressed with their achievements for...

People Moves
16 September 2026

Border & Cie Names New Managing Partner

Over the years, the new managing partner has distinguished himself through his commitment, his...

ESG
16 September 2026

The Sustainability Phenomenon: Lombard Odier Investment Managers

The latest developments in the sustainability space. ...

Strategy
16 September 2026

WRISE Strengthens Wealth Professionals' Professional Development

The certification programme is a reminder that developing skills in wealth management is a priority...

New Office
16 September 2026

J Safra Sarasin Targets Greek Wealth Market

The branch will offer an alternative for Greek high net worth individuals, families and...

New Products
16 September 2026

What’s New In Investments, Funds? – Carmignac, WisdomTree

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

People Moves
16 September 2026

Who’s Moving Where In Wealth Management? – Withers, JM Finn, Maven Capital Partners

The latest moves and appointments for wealth management roles in the UK, and other parts of Europe,...

Comment & Analysis results for Archive

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...

Technology
6 February 2023

An Economic Era Of Data Democratisation?

The author of this article talks about the economic background of inflation and economic...

White Papers
3 February 2023

Achieving Digital Experience Goals With Technology

The author of this article – the second in a series – argues that even in difficult...

Technology
2 February 2023

Where Next For Banks And Digital Assets?

The rout in prices of cryptocurrencies and certain entities last year shook the sector and has left...

Offshore
1 February 2023

Dubai Government Doubles Down In Attracting Onshore, Offshore Wealth

We talk to the government in Dubai – at its economic and tourism department – about its...

Legal
30 January 2023

How Can HNW Individuals Benefit From Litigation Funding Boom?

Litigation funding is an area that can make headlines when a major court case hits the headlines....

Offshore
25 January 2023

New BVI Act Provides Clarity On Virtual Assets

In December, legislation was introduced in the British Virgin Islands for virtual assets. The...