News, Comment & Analysis results for Archive

M and A
3 November 2025

Lincoln International Acquires Fellow US-Based Advisory House

The acquired firm, with offices in the US and Europe, serves wealth managers among its roster of...

Asset Management
3 November 2025

Europe's Big CLO Growth Promise, Investment Potential – PGIM

We talk to PGIM, the US-headquartered investment firm, about what it says is the rapid expected...

Investment Strategies
3 November 2025

EXCLUSIVE: Corporate Hybrid Bonds Attractively Placed In Volatile Market – Nomura

Julian Marks, who runs Nomura’s Corporate Hybrid Bond Fund, discusses with WealthBriefing the...

Emerging Markets
3 November 2025

China: Time For Investors To Embrace Turning Point – Ninety One

Anglo-South African asset manager Ninety One highlights why structural reform, stronger...

Financial Results
31 October 2025

Germany's DWS Posts Record Profit In Q3, 2025

This week, German asset manager DWS released positive financial results for the third quarter of...

Financial Results
31 October 2025

Vontobel Sells Financing Platform, Reports AuM Rise

The Swiss firm has sold a platform business to a cantonal bank for an undisclosed sum. Also...

Wealth Strategies
31 October 2025

Bubbles, What Bubbles? – US-Based Pitcairn Dissects Markets, Economy

The multi-family office sets out its thoughts on topics ranging from equity valuations and AI, to...

Company Profiles
31 October 2025

Afin Bank Aims To Serve Client Segments That Others Won't Reach

We talk to a new kid on the banking block – a firm with Africa-based financial backing and a...

New Products
31 October 2025

What’s New In Investments, Funds? – Franklin Templeton, Invesco, Others

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

Financial Results
30 October 2025

Societe Generale Says Group Net Income Rises; Private Banking Inflows Grow

The bank's shares have more than doubled over the past year, highlighting what has – so far –...

Comment & Analysis results for Archive

Wealth Strategies
1 July 2024

Proteomics: A New Frontier In Innovative Health Investing

A UK-based investment boutique, which puts innovation at the heart of how it chooses stocks, talks...

Strategy
26 June 2024

The Good, The Difficult And The Stable – What Headhunters See Around The World

We talk to wealth management headhunters in North America, Europe, Middle East and Asia about what...

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...