News, Comment & Analysis results for Archive
Who's Moving Where In Wealth Management? – VG, Simmons & Simmons, Bentley Reid, STEP
The latest moves in wealth management and adjacent sectors in the UK, rest of Europe, Middle East...
Compliance Corner: Saudi Arabia Lifts Investment Restrictions On Foreigners
The latest compliance news: regulatory developments, punishments, guidance, permissions and...
Lombard Odier Names Head Of Sales, Switzerland
The new head of sales for Switzerland has had a career spanning 25 years in senior roles at...
UBS Sells $3 Billion Of AT1 Bonds – Media
Additional Tier 1 bonds are a form of "bail-in" instrument designed to avoid taxpayers being...
Wealth Managers Positive On Emerging Markets, AI, Gold, Defence
After emerging market equities outperformed many developed markets in 2025, led by a broad rally in...
Nedgroup Investment Remains In "Growth Mode"
In December, we talked to the chief commercial officer about the firm's direction of travel as a...
Andersen Frowns At US Relief From Minimum Corporate Tax Regime
A carve-out for US-based corporates from elements of a proposed global minimum tax regime suggests...
Wealth Managers Ponder Venezuela Fallout
The Trump administration certainly began 2026 in dramatic fashion, announcing the capture of the...
Expanding Klay Sets Sights On Swiss Entry, Explains Business Model
The rise of such firms highlights how HNW and ultra-HNW individuals, often with multiple bank...
Who's Moving Where In Wealth Management? – Helvetic Trust, Algebris, Amundi, Others
The latest moves, appointments and personnel changes for wealth management in the UK, rest of...
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...