News, Comment & Analysis results for Archive

New Products
10 July 2025

Lombard Lending Disruptor Enters New Partnership

The UK-based firm says it is helping to democratise access to Lombard loans – which can be used...

Client Affairs
10 July 2025

UK’s Evelyn Partners Backs Manchester City Women

The UK-headquartered wealth management group has been making a number of partnerships recently,...

ESG
10 July 2025

The ESG Phenomenon: Quilter Cheviot, Tikehau Capital

The latest developments in the ESG space. ...

People Moves
9 July 2025

Who’s Moving Where In Wealth Management? – Coutts, Gen II Fund Services, Quantum Advisory

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

Investment Strategies
9 July 2025

Wealth Managers React As Trump Extends Tariff Pause

With the US president extending a pause on threatened tariffs - if not removing the threat of them...

Strategy
9 July 2025

Deutsche Bank Sets Sights High On EAM Sector

Deutsche Bank’s EAM focus is a strategic plank in the Emerging Markets business, a senior figure...

People Moves
9 July 2025

UBS Expands UK HNW Team With Senior Private Banker Hire

Joining from Nedbank, the newly-appointed figure will work with HNW clients in the UK and Channel...

M and A
9 July 2025

France's Group Banque Richelieu Acquires Swiss Private Bank

The purchase of Kaleido Private Bank expands Richelieu's Swiss market presence, adding to its...

People Moves
9 July 2025

Mirabaud & Cie (Europe) Names New CEO

The new senior hire, who has had an "exemplary career," has nearly 20 years of experience as a...

ESG
9 July 2025

Most Investors Buy Into Sustainability Agenda – BNP Paribas

The French banking group issued a survey examing what institutional investors think about the...

Comment & Analysis results for Archive

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...

Wealth Strategies
15 February 2024

Money Market Funds Get Chance To Shine

A variety of forces have encouraged large inflows into money market funds, for example in the US....

Technology
5 February 2024

How T3 Experts See Artificial Intelligence

AI may not have dominated discussions at the recent annual T3 conference in Las Vegas, but...

Philanthropy
2 February 2024

Making An Impact - In Conversation With Big Issue Group's Nigel Kershaw

WealthBriefing talks to a prominent figure in the UK philanthropy/impact investing world, involved...