News, Comment & Analysis results for Archive

Compliance
7 April 2026

Hillhouse IM Opens New Office In Abu Dhabi, Obtains ADGM Licence

Among other details, the firm's ADGM licence covers asset managers handling investment funds,...

M and A
7 April 2026

Deals Of The Day: The Latest In Wealth Management M&A – W1M, Vermeer, Evelyn Partners, Gresham House

The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...

Asset Management
6 April 2026

New Asia-European Asset Management JV Starts Operations

The joint venture will focus on Asia-focused private assets and investment strategies around them....

Investment Strategies
3 April 2026

Indosuez WM Reduces Emerging Market Exposures

While in the longer term the French firm is positive about the outlook for emerging markets, it has...

People Moves
2 April 2026

Schroders WM Names Former Barclays Executive As New Asia CEO

Barclays Private Bank former Singapore head joins Schroders Wealth Management as CEO of Asia Wealth...

Investment Strategies
2 April 2026

Middle East Conflict: Pictet AM Neutral On All Asset Classes, Except Chinese Equities

Luca Paolini at Geneva-headquartered Pictet Asset Management outlines why the uncertainty around...

People Moves
2 April 2026

Who’s Moving Where In Wealth Management? – Odyssean Capital, Boodle Hatfield, IIMI

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

Fund Management
2 April 2026

Regulatory Tensions Between Luxembourg, EU Highlighted At ALFI Conference

Reconciling calls to harmonise European capital market and investment rules with a desire not to...

People Moves
2 April 2026

Amundi Names New Chief Operating Officer

The new COO previously served as chief executive officer at Societe Generale ...

People Moves
2 April 2026

L&G AM Names New CIO

UK financial services group L&G has appointed a new chief investment officer for its asset...

Comment & Analysis results for Archive

Philanthropy
17 June 2025

New Report On Philanthropy, Ethical Investment

The state of HNW philanthropy throughout the world today – WealthBriefing's ground-breaking...

Family Office
23 May 2025

The Hard Realities Of Family Office Economics – In Conversation With Stonehage Fleming

Family offices are a hot topic, and many UHNW families want to create them, but going solo is an...

Investment Strategies
17 April 2025

After Post-Tariff Market Rout, Let's Talk About Behavioural Finance

There are many conversation points stemming from the large market selloffs that occurred in the US...

Asset Management
7 April 2025

The Forces Shaping Singapore's, Asia's EAM Sector

This news service prides itself on its coverage of external asset managers, family offices and...

Company Profiles
18 March 2025

An Urgent Need To Take Protection Vs Physical, Cyber Threats Up A Level

We talk to experts in physical and cyber security catering to the needs of wealthy individuals. In...

Compliance
18 March 2025

Transparency International – The Latest Lessons For Wealth Managers

Transparency International's recently-published Corruption Perceptions Index, used by compliance...

Client Affairs
12 March 2025

Wealth Asset Allocators: We Need To Talk About Defence

With geopolitical shifts of the magnitude of the US stance on Ukraine, Russia and other events...

Strategy
28 February 2025

Private Banks' Onboarding Limitations Revealed – And How To Fix Them

Client onboarding in private banking is riddled with inefficiencies – not just for high-risk...

Technology
19 February 2025

The Soaring Trend Of AI "Co-Pilots" In Wealth Management

We hear much commentary today about the use of AI "co-pilots" in financial services. What do they...

Company Profiles
13 February 2025

A Fund For All Seasons: Mixing Investment Styles At UK's Nutshell

A City financial trading background, added to a disciplined investment mindset, appears to be...