News results for Archive

Legal
22 June 2021

Divorce And CGT - Tax At A Taxing Time

Divorce can be painful for all kinds of reasons. An added source of difficulty in reaching...

Awards
21 June 2021

WealthBriefing European Awards Video Interview: Union Bancaire Privée

Union Bancaire Privée talks about its award-winning success. ...

Reports
21 June 2021

Vontobel Expects Higher Half-Year Profits

Without giving any figures, the bank pointed to a broadly stronger set of financial results, which...

Legal
21 June 2021

How To Hire Wealth Managers, Mitigate Restrictive Covenant Impact

How should wealth management firms hire wealth managers (often known as “CRMs”, client...

Asset Management
21 June 2021

Outlook Brightens For World's Asset Management Industry - Moody's

A major reason for the improved outlook, Moody said, is the continued growth in private markets'...

People Moves
21 June 2021

EFG Names North Asia Vice Chairman, Adds RMs In Hong Kong, Singapore

The private bank said that it is increasing its market presence in the Asia-Pacific region. ...

Surveys
21 June 2021

Entrepreneurs Mostly Upbeat On UK's Business Future - Lombard Odier

The views of UK entrepreneurs and their role in the future of the UK economy are the focus of a new...

Fund Management
21 June 2021

What's New In Investments, Funds? Deutsche Bank

The latest offerings in investments, such as funds and structured products, and other notable...

Real Estate
21 June 2021

Acting Quickly To Help Clients Acquire Dream Properties

The speed with which deals for UK country homes has intensified from "sleep" to rapid as affluent...

M and A
18 June 2021

JP Morgan Chase Pushes Into UK's "Robo" Market, Agrees Nutmeg Deal

Launched in 2012, Nutmeg was designed to shake up conventional wealth management by automating...

Comment & Analysis results for Archive

Technology
22 March 2021

New Research: Wealth Tech Traps, As Told From The Front Line

WealthBriefing/Family Wealth Report and EY have joined forces to offer cutting-edge insights from...

Reports
5 March 2021

Updated Summary Of Banks', Wealth Managers' Financial Results - Q4, Full-Year 2020

Here is a summary of the major US banks' financial statements for the fourth quarter of 2020 and...

Compliance
16 February 2021

EXCLUSIVE: Regulatory Overhaul Will Turbocharge EAM Sector - FINMA

The Swiss Financial Market Supervisory Authority speaks to WealthBriefing about the rule changes...

Strategy
11 February 2021

WEALTH TALK: Focus On Client Segmentation Strategy

This news service talks to a nationwide US wealth manager about the approach it takes to client...

Client Affairs
3 February 2021

The Case For Avoiding GameStop Craze

The surge in retail investor trading in shares such as computer games retailer GameStop, cinema...

Company Profiles
28 January 2021

Asia-Based HNW Investors Smile On Western Commercial Property

The firm says there is particular demand from clients, such as Asian HNW individuals and family...

Investment Strategies
22 January 2021

Japanese Equities Deserve Fresh Look

The Asia-focused asset management firm talks about the case for investors taking a new look at...

Strategy
20 January 2021

BOOK REVIEW: Free Lunch Thinking By Tom Bergin

A new book by a UK journalist challenges a number of economic ideas that he says have damaged...

Fund Management
19 January 2021

Managers Hone 2021 Investment Opportunities

January is typically when fund managers post where opportunity is knocking in a year expected to...

Legal
4 January 2021

The Tug Of War For Trustees In Divorce

Sadly, the start of this year is likely to be a busy time for solicitors handling marital disputes....