News, Comment & Analysis results for Archive
Vanguard Man Becomes Hargreaves Lansdown CEO
There's a new CEO in town at the UK-based firm, coming over from one of the largest asset managers...
UBS Fires Fresh Broadside Against Proposed Swiss Capital Rules
Even if Swiss legislators back away from the proposed tougher capital rules, the story highlights...
What’s New In Investments, Funds? – Guinness Global Investors
The latest news in investment offerings, financial products and other services relevant to wealth...
W1M Acquires Investment Manager Vermeer
The transaction completes a profitable year for W1M as it approaches £25 billion in AuM, up from...
Who’s Moving Where In Wealth Management? – Charles Russell Speechlys, Vontobel, Others
The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...
Who’s Moving Where In Wealth Management? – Sucden Financial
The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...
7IM Secures Record Net Sales In Q3 2025
London and Edinburgh-headquartered tech-driven wealth and investment management firm 7IM has...
Hedge Funds Earn Strongest Calendar Year Returns Since 2009
With their traditionally high fees, hedge funds haven't always lived up to their marketing hype....
UK Inheritance Tax Squeeze Accelerates Business Transfers
The survey adds to a picture of UK business owners changing their behaviour – in some cases even...
Chinese, US Consumers Critical To The Luxury Goods Sector In 2026 – Berenberg
German-headquartered investment bank and boutique asset manager Berenberg has published its 2026...
Comment & Analysis results for Archive
Private Aviation's Investment Allure Weathers Turbulent Times
Rising wealth, discontent with the irritations of routine commercial flights, and the desire to...
2025 Private Credit Predictions: An Expert Perspective
A 26-year veteran of the alternative investments sphere – including private credit – explains...
The Bahamas: A Complete and Compelling Choice 2024
This publication carries a spread of articles and insights about the Caribbean jurisdiction. ...
US Equities, Dollar Delivers Ringing Endorsement Of Trump. What Now? – WELREX - Part 2
We publish the second part of this analysis which examines the implications of the US presidential...
US Equities And Dollar Have Delivered Ringing Endorsement Of Trump. What Now? – WELREX - Part 1
The first in a two-part detailed analysis about what the financial markets could do in the next...
In Troubled Times, What's The Investment Case For Fine Alcohol?
Whether it is fine wine, whisky or cask tequila, there is a case, so advocates for investing say,...
WealthBriefing's Tech And Ops Trends In Wealth Management Research Report
The annual report is an important part of the work that the publisher of this website does in...
The Bahamas: A Complete And Compelling Choice - Part 2
This document sets out areas that continue to preoccupy financial services professionals working in...
Non-Doms, Fairness And Family Enterprise – In Conversation With Philip Marcovici
While debate appears open on whether and how the UK's non-dom system will disappear, we talk to a...
With Outsourced CIO Models, There's No Substitute For Experience – SEI
We talk to the Oaks, Pennsylvania-headquartered firm about its outsourced CIO business and the...