News, Comment & Analysis results for Archive

Real Estate
26 November 2025

Mactaggart Family & Partners Eyes UK Property Opportunities

The UK and parts of the US commercial real estate sector seems to be experiencing a tough time. We...

WM Market Reports
25 November 2025

Private Market Revenue To Increasingly Power Global Asset Management – PwC Study

The report, which cuts across wealth as well as asset management, shows how important a revenue...

Technology
25 November 2025

Digital Digest: The Latest Tech News – EFG International, Aladdin Wealth

The latest technology news in the wealth management sector from around the world. ...

People Moves
25 November 2025

Liechtenstein's LLB Group Names New Chief Financial Officer

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People Moves
25 November 2025

Senior Banker Joins UOB's Wealth Advisory Panel

The senior banker has held posts at Credit Suisse, UBS and AMP Capital, working in Europe and...

Financial Results
25 November 2025

Julius Baer Expands Gulf Presence, Reports Higher AuM

In a busy announcement day for the Swiss bank, it updated the markets on its financial results,...

Tax
24 November 2025

Making Gifts Of Property: Key Points To Consider

There has been an increase in people gifting property and land to younger generations, mindful of...

Investment Strategies
24 November 2025

Apricus Finance Cuts Equity, Gold To Neutral Allocation

The firm spoke about its recent decision to cut some equity exposure, among other moves. ...

Investment Strategies
24 November 2025

UBS Expects AI And Tech To Fuel Equity Gains In 2026

As 2026 approaches, UBS Global Wealth Management’s chief investment office outlines in its 2026...

People Moves
24 November 2025

Addepar Makes Senior Appointments

Addepar, a New York-headquartered global technology and data platform for investment professionals,...

Comment & Analysis results for Archive

ESG
15 July 2022

Greenwashing: How Big Is The Problem And How To Fix It?

With the rush of money into the area of "green" and ESG investing, a concern arises about how...

Client Affairs
15 July 2022

Exclusive: Diversified Portfolio Key For Investors – Kingswood

Despite the better-than-expected rise in UK GDP in May, investment managers believe that the...

Investment Strategies
12 July 2022

Seeking A Sustained Asia Rebound Amid Rising Risks

PineBridge Investments asks what sort of market rebound in Asia is likely at a time of economic and...

Alt Investments
11 July 2022

Regulators Must Craft New Rules For Growing Private Markets

Private market investing has been a constant theme in wealth management over recent years. Are...

ESG
4 July 2022

Weapons Manufacturing Is Not Sustainable. No Ifs Or Buts

The following article comes from an organisation that thinks it is not acceptable for ESG investors...

Company Profiles
20 June 2022

BNP Paribas' Wealth Arm Gains Ground With Entrepreneurs, Families – Senior Executives

Entrepreneurs and families make up about 40 per cent of its AuM in the overall wealth business and...

Asset Management
17 June 2022

Exclusive: Why Investors Cannot Ignore India's Promise

David Cornell, CIO at Ocean Dial Asset Management, discusses with WealthBriefing why India is a top...

Market Research
15 June 2022

Agricultural Innovation Needed To Resolve Challenges – Wealth Managers

As food security moves up the political agenda, specialist investment managers from Franklin...

Offshore
14 June 2022

The Bahamas And Resilience Through Testing Times – Latest Report

This is a mini-series on The Bahamas Financial Services Industry. ...

ESG
10 June 2022

EDITORIAL COMMENT: BCG Highlights Wealth Managers' Sustainability Prize, Challenges

The issues around sustainability unsurprisingly get big treatment in the annual Boston Consulting...