News, Comment & Analysis results for Archive

ESG
30 May 2024

Edmond de Rothschild AM Steps Up Action On Net Zero

As investors become increasingly concerned about climate change, Paris-based Edmond de Rothschild...

Market Research
30 May 2024

Get Ready For 12th Annual WealthBriefing Tech & Ops Report

Full of actionable insights, the annual report from this news organisation is a valuable addition...

People Moves
30 May 2024

Who’s Moving Where In Wealth Management? – Ocorian, Gen II Fund Services

The latest moves and appointments in wealth management in the UK, the rest of Europe, the Middle...

Strategy
30 May 2024

Mass-Affluent, Lower HNW Market – Are Wealth Managers, Banks Cracking The Code?

In this news analysis, the editor examines whether firms have figured out decisively how to cater...

Asset Management
30 May 2024

EXCLUSIVE: Spotlight On Small-Mid Cap Equities In Europe, UK – Quaero Capital

Philip Best and Marc Saint John Webb, co-fund managers of Quaero's Argonaut fund, discuss the...

Family Office
29 May 2024

Equity Demand On The Rise In Family Offices – Citi

Citi Wealth has just released its family office investment report for the first quarter of 2024,...

Financial Results
29 May 2024

Julius Baer Reports Robust Financial Results, Net Inflows Improve

The bank said that after a weaker start in January, net inflows "improved significantly" in the...

Surveys
29 May 2024

Affluent UK Citizens Don't Worry Enough About Being Scammed – Arbuthnot Latham

The findings appear to suggest that among affluent and even HNW individuals, there's a level of...

Financial Results
29 May 2024

EFG Reports Profit In Four Months To End-April; Net New Asset Growth Beats Target

The Swiss private bank, operating in a number of the world's regions, logged a robust set of...

Strategy
28 May 2024

The Great Wealth Transfer: Three Trends Reshaping Wealth Management

The author of this article argues that the "Great Wealth Transfer" is not just a movement of assets...

Comment & Analysis results for Archive

Offshore
4 October 2021

Offshore Centres Look Back, Forward In Uncertain Times

We talk to industry figures in various IFCs in Europe to ask how international pressures and the...

Family Office
4 October 2021

New Research Explores ESG And Family Governance Models

WealthBriefing and Jersey Finance have teamed up to survey and interview family governance experts...

Compliance
30 September 2021

What Hong Kong's New SPAC Regime Might Look Like

Wanting to join the SPAC surge, Hong Kong is changing the regulations to capture some of the...

Offshore
29 September 2021

The Bahamas: The Clear Choice For International Financial Services

Here is the 2021 edition of a report about The Bahamas, prepared in partnership with The Bahamas...

Executive Pay
28 September 2021

Executive Pay Watch: 10 Years' Change To Private Equity Carried Interest Plans

A major factor in some parts of the remuneration chessboard has been the performance fees private...

Legal
17 September 2021

Proposed Rises In English, Welsh Probate Fees - An Overview

If proposed new fees for probate services take effect, there will be pressure to deal with big...

Wealth Strategies
17 September 2021

Ageing Populations Aren't Sure Bet For Healthcare Investors

Too much focus on the ageing theme disregards stronger and even more powerful structural trends...

Offshore
13 September 2021

New Wealth House Serving US Expats Explains Investment Angle

UK-based Shard Capital created a new service a year ago for US expats. The business has a very...

Strategy
31 August 2021

A Heavyweight Regional Presence Counts For Coutts

We talked to the CEO of Coutts about how its regional strategy and relationship with its parent...

Alt Investments
25 August 2021

Blank Cheque Companies Retain Momentum, Europe, UK Increasingly Active

IQ-EQ, the investor services group, has a ringside seat for observing trends in the SPACs space....