News, Comment & Analysis results for Archive

Strategy
20 July 2026

OPINION OF THE WEEK: Millennial, Gen X, Boomer: These Terms Say Little About Your Client

It is time to retire generational labels of clients, particularly in public commentaries from the...

M and A
20 July 2026

Temenos Wraps Up Fintech Purchase, Boosts Wealth Sector Ambitions

Temenos said the acquisition in a cash and equity deal adds to its wealth franchise ambitions. ...

Technology
20 July 2026

AMINA Bank Says It Scores First With Crypto Payments Integration

The digital assets bank – founded in 2019 – says it has achieved an important first in the...

ESG
20 July 2026

The Sustainability Phenomenon: KBI Global Investors

The latest developments in the sustainability space. ...

White Papers
17 July 2026

Managing Family Offices' AI Risk – White Paper

This paper from a law firm points out that family offices operate in a highly sensitive...

People Moves
17 July 2026

Bentley Reid’s Malta Subsidiary Names New Chief Executive

There’s change at the top of the Malta-based wealth management organisation.  ...

New Products
17 July 2026

Arbuthnot Latham Launches New US Expat Service

With an increasing number of US expats relocating to the UK, London-based private and commercial...

Financial Results
17 July 2026

Goldman Sachs' Asset, Wealth Revenues In Q2 2026 Rise 20 Per Cent Vs Year Ago 

While private banking fee revenues were hit by lower net interest margins, overall wealth and asset...

Surveys
17 July 2026

AI To Drive Market Performance In H2 2026 – Natixis Survey

Paris and Boston-headquartered Natixis Investment Managers, which has over $1.4 trillion assets...

People Moves
17 July 2026

SEB Names New Country Manager Of Finland, New Head Of Baltic Division

Between them, the two senior hires have 45 years’ experience within the firm with solid track...

Comment & Analysis results for Archive

WM Market Reports
4 October 2022

Tenth WealthBriefing Tech & Ops Trends Report

Here is our 2022 Technology and Operations Report, a regular overview of the trends affecting the...

Offshore
30 September 2022

Green Funds, Foundations And Other Qualities: The Guernsey Formula

This news service talks to the organisation that promotes the island's financial services sector...

Company Profiles
21 September 2022

Get Ready For More Assets To Be "Financialised"

We talk to a business using cryptocurrency and blockchain tools to make diamonds a more efficient...

ESG
13 September 2022

Fossil Fuels And Transition: What's The Direction Of Travel?

A commentator on ESG and sustainability talks to this publication about the transition from fossil...

Offshore
6 September 2022

Havens Of Calm In Volatile Times: The Channel Islands

At last, after the lockdowns and restrictions have eased off, this news service spent time in...

Surveys
29 August 2022

Asia Has Less Envy And More People Striving For Wealth

Social envy of wealth is much lower in parts of Asia than in many European nations – arguably a...

Company Profiles
18 August 2022

Business Travel – An Expanding Frontier For Airbus

The world’s business aviation industry is a barometer for the wealth management industry to...

ESG
16 August 2022

Pushback Against ESG: Collective Action Or Collective Suicide?

The supposedly remorseless drive against carbon-based energy towards areas such as wind, solar,...

Emerging Markets
15 August 2022

Crux Asset Management Eyes Indonesian Promise

We talk to an asset manager running Asia ex-Japan equities who argues that there is a strong and...

Uncategorised
1 August 2022

Updated Forward Features For 2022-23

Here is the most recent forward features schedule, taking us to the end of 2022. ...