New Products
7 July 2023

What’s New In Investments, Funds? – UBS AM

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

People Moves
7 July 2023

Who’s Moving Where In Wealth Management – Brooks Macdonald, Ocorian, Others

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

Compliance
7 July 2023

OPINION OF THE WEEK: Politically-Exposed Persons And "De-Banking"

The idea of the "Politically-Exposed Person" is not a familiar one to the broad public but that...

Compliance
7 July 2023

Compliance Corner: FCA Meets UK Banks Over Savings Rates

The latest compliance news: regulatory developments, punishments, guidance, permissions, new...

Compliance
7 July 2023

FCA Review Suggests Long-Term Asset Fund Not Yet Retail-Ready – Comment

The UK watchdog issued a report this week saying that asset managers must be better at managing...

Tax
7 July 2023

Non-Doms' Tax Receipts Set Record As Controversy Swirls – Reaction

As new data comes out showing how much UK resident non-domiciled people pay in tax, a figure in the...

Awards
6 July 2023

EXCLUSIVE: Winners Of Second WealthBriefing Wealth For Good Awards 2023

This programme recognises the individuals and firms that are using client money to make a positive...

Company Profiles
6 July 2023

Focus Shifts To Growth Mode For REYL Intesa Sanpaolo

A chief operating officer has a lot of work to do in a bank that faces regulatory and client...

Technology
6 July 2023

Digitisation Vital In Wealth Management To Overcome Challenges – Study

A new study “Unlocking opportunity in challenging times: innovation in European Financial...

Fund Management
6 July 2023

Franklin Templeton Targets Food, Health And Wellness

With the world population set to hit 10 billion by 2050 and as populations live longer,...