News, Comment & Analysis results for Archive

Investment Strategies
2 March 2026

UK Stocks Remain Attractive In 2026 – Edinburgh Investment Trust

At a media event in London last week, experts at Edinburgh Investment Trust discussed the...

People Moves
2 March 2026

UBS Unveils Directorship Changes

The outgoings and arrivals at the bank come three years after UBS conducted its emergency takeover...

New Office
2 March 2026

HSBC Opens Latest, And Largest, Wealth Centre In Singapore

The bank continues to open wealth centres, with examples in the UK, Singapore, Taiwan, Hong Kong,...

Investment Strategies
2 March 2026

Focus On New Geopolitical Environment, Asset Allocation – Wellington Management

At a London media event last week, experts at Boston-headquartered Wellington Management, a large...

Wealth Strategies
2 March 2026

Can AI Turbocharge Behavioural Finance?

The field known as behavioural finance is not new – insights have been discussed for years. The...

Surveys
27 February 2026

Human Connection Central To Women Entrepreneurs' Success – Study

Ahead of International Women’s Day on 8 March, a new study commissioned by the UK’s Female...

Financial Results
27 February 2026

Assets Under Management Rise 13 Per Cent At Swiss Private Bank

Yesterday, Geneva-headquartered Compagnie Bancaire Helvétique, a family-owned bank, released...

New Office
27 February 2026

bfinance Targets Japan Investment Industry

bfinancebfinance, a global investment consultancy, has expanded its presence in Asia with the...

Investment Strategies
27 February 2026

Schroders Turns Positive On Commodities

The asset manager sets out its multi-asset allocation views. ...

People Moves
27 February 2026

Who’s Moving Where In Wealth Management? – JTC, SimCorp, PIMFA

The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...

Comment & Analysis results for Archive

Investment Strategies
18 November 2024

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...

Investment Strategies
14 November 2024

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...

Alt Investments
4 November 2024

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,...

WM Market Reports
15 October 2024

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...

New Office
8 October 2024

The Bahamas: A Complete And Compelling Choice - Part 2

This document sets out areas that continue to preoccupy financial services professionals working in...

Tax
1 October 2024

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...

Strategy
10 September 2024

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...

Investment Strategies
1 August 2024

Stonehage Fleming Leans Into Tech, Healthcare

A desire for delivering above-average organic growth, and firms that have a strong culture and...

Company Profiles
31 July 2024

With Big Event Security Under Spotlight, Have A Plan – Global Guardian

Amidst all the fun and spectacle of great sporting events and cultural festivals, a difficult...

Offshore
31 July 2024

The Bahamas' Push For Climate Justice, Tapping Digital Assets Growth Story

The Caribbean jurisdiction has been through its fair share of challenges. Today, the international...