News, Comment & Analysis results for Archive

Financial Results
28 October 2025

Wealth Revenues, Income Rise At BNP Paribas In Q3 2025

The firm reported a broadly stronger set of figures for the wealth management business in the third...

People Moves
28 October 2025

Who’s Moving Where In Wealth Management? – UBS, Charles Russell Speechlys

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

New Products
28 October 2025

What’s New In Investments, Funds? – Janus Henderson Investors, Clifton Wealth Partnership

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

Strategy
28 October 2025

Australian Fintech OMG Eyes Capital Raise To Boost DeFI Footprint

The firm said its strategy is "targeting forward-looking family offices and private wealth...

Compliance
28 October 2025

Compliance Corner: Banque Delubac & Cie, MiCA; UAE Regulators Sign MoU

The latest compliance news: regulatory developments, punishments, guidance, permissions and...

Family Office
28 October 2025

UHNW Families At Odds Over Wealth, Risks Put Relocation In Focus – Survey

Among its findings, the survey reported that a large proportion of family members clashed over...

Family Office
28 October 2025

Prominent Qatar Figure's Family Office Builds Team – Report

The report said that the family office has won regulatory approval to set up in Monaco. ...

Asset Management
28 October 2025

Taking Emotion Out Of Investing – In Conversation With Smart Wealth's CEO

WealthBriefing talks to the chief executive and founder of a Swiss asset management firm that is...

People Moves
27 October 2025

Quilter Cheviot Names New Investment Director

The new appointee will bolster Quilter Cheviot's offering to high net worth clients across the UK,...

People Moves
27 October 2025

UBS Makes Executive Board Changes

The Swiss bank, which is nominating the man it wishes to be its next vice chairman, has made a...

Comment & Analysis results for Archive

Offshore
7 April 2022

Jersey Trumpets Global Financial Value Chain Impact

The Channel Islands jurisdiction has described its contribution to global "value chains," making a...

Strategy
4 April 2022

Financial Services – What Will Digital Marketing Look Like This Year?

In 2022, financial service companies are being pushed to significantly bolster their digital...

Awards
1 April 2022

Editorial Comment: Why Wealth Managers Should Be Proud

The wealth management sector is sometimes – understandably perhaps – shy of putting its case...

Technology
29 March 2022

An Overview From EY On Tech Traps Facing The Sector

EY has once again partnered with this publication on our must-read annual report "Technology Traps...

Investment Strategies
24 March 2022

The March Of The Robots – The Investment View

Use of robots is set to continue, even accelerate, but they will create new industries and roles,...

Compliance
23 March 2022

What Price Privacy? UK Drive For Foreign Owners' Transparency

The author of this article argues that regardless of how the geopolitical landscape changes in the...

Company Profiles
22 March 2022

EXCLUSIVE INTERVIEW: Banker Becomes Soldier In Ukraine's Frontline

There are plenty of former soldiers, aircrew and naval personnel who have joined the ranks of...

Strategy
18 March 2022

Recruiting, Retaining Female Wealth Managers – What’s Being Done?

As more women are becoming high net worth individuals, the business case for recruiting and keeping...

Banking Crisis
15 March 2022

Summary Of Banks' Exposures To Russia, Local Presences

Here is what we know at the moment about banks' exposures to Russia in terms of loans and other...

Technology
7 March 2022

Crypto Assets, Distributed Finance And Wealth Managers' Menus

Family offices, private banks and wealth managers are considering using the infrastructure of...