News, Comment & Analysis results for Archive

Awards
17 March 2025

Nominations Open For Fourth WealthBriefing Annual Channel Islands Awards

Entries must be sent in by 25 September. ...

Investment Strategies
17 March 2025

EXCLUSIVE: BNY Fund Remains Underweight In US Equities, Likes China

Jon Bell portfolio manager of BNY Investments Global Equity Income Fund discusses with this news...

People Moves
14 March 2025

Who’s Moving Where In Wealth Management? – JTC, Langham Hall

The latest moves, appointments and personnel changes among wealth management and related...

M and A
14 March 2025

North American Wealth M&A Increased In 2024 – Sector Is Weathering Volatility

Foreign buyers, including those linked to sovereign wealth funds, were among the players in the...

Philanthropy
14 March 2025

UBS Goes On The Golf Course

Banks and other financial institutions sponsor sports and encourage clients and employees to get...

Financial Results
14 March 2025

VP Bank Posts Sharp Drop In Net Profits In 2024, AuM Up

Liechtenstein-based VP Bank has just released its annual financial results for 2024. ...

Family Business Insights
14 March 2025

Top 500 Family Businesses' Revenues Rise; Sector Packs Big Punch – Study

The health of family-owned and run businesses is important, given that in aggregate, they account...

New Products
13 March 2025

What’s New In Investments, Funds? – M&G Investments

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

People Moves
13 March 2025

EFG's Monaco Business Reshuffles Top Management

The Monaco part of the banking group has made a number of senior management changes. ...

Financial Results
13 March 2025

Debt-Laden Kingswood Mulls Go-Private Move

The firm, which has bought a raft of financial advisory and related wealth sector firms in recent...

Comment & Analysis results for Archive

Real Estate
26 June 2024

As HNW Individuals Seek Options, An Adriatic Resort Prepares

Luxury resorts based in low-tax jurisdictions have been around for decades; given the winds of...

Alt Investments
12 June 2024

Riding The Infrastructure Train Is Positive Journey For UK Advisor

We talk to the manager of a listed infrastructure fund about the asset class, its potential and a...

Alt Investments
4 June 2024

An Expert Sparring Partner For Wealthy Investors In Alternatives

A Germany-headquartered multi-family office, which won a capital market licence earlier this year,...

M and A
29 May 2024

Swiss Bank Consolidation Chatter Shows How Scale Dominates Thinking

Regardless of the truth of specific rumours and media stories, the idea that more Swiss banks might...

Technology
14 May 2024

Exclusive: FIS Focuses On AI’s Wealth Management Role

Russell Andrews, head of wealth and asset management EMEA, capital markets at Florida-headquartered...

ESG
9 May 2024

EXCLUSIVE: Spotlight On Regenerative Agriculture, Forestry – SLM Partners

Paul McMahon, a co-founder and managing partner of asset manager SLM Partners, discusses why there...

Offshore
17 April 2024

How Citizenship/Residency-By Investment Programmes Evolved - And What's Next

A marker for globalisation and the degree of unfettered movement that people enjoy, the market for...

Investment Strategies
5 March 2024

Managing Autocracy Risk Is Big Wealth Protector

A quick perusal of news headlines underscores why the risk of holding firms exposed to...

Strategy
19 February 2024

IQ-EQ Says US Wealth, Family Offices Sector Holds Big Opportunities

We talk to the group about its views on the potential, and the needs, of sectors such as US family...

Strategy
16 February 2024

Singapore's Seviora Capital Intensifies Focus On Asian Food, Agriculture

Asia, which is home to 60 per cent of the world’s population, will need to produce more using...