News results for Archive

Company Profiles
15 November 2021

California Still Shines Brightly For UBS

After UBS made several hires of advisors in the Newport Beach and Orange County area of California,...

People Moves
12 November 2021

Jupiter Taps Artemis CIO For Chief Investment Role

The move is part of succession planning at the firm as Stephen Pearson is stepping down as CIO...

Technology
12 November 2021

Digital Digest: Japan's SMTB Taps UK Wealthtech To Usher Private Market Access

Demand for unlisted investments, coupled with Asia's growing mass affluent population, is bringing...

People Moves
12 November 2021

IQ-EQ Names New Global Operations Head

Adding to a spree of recent senior hires, IQ-EQ has named a former Amex "transformation" lead to...

Client Affairs
12 November 2021

Pandemic Nudges Women To Rethink Finances

Half of UK women have taken a greater interest in their finances in lieu of the pandemic, but they...

Fund Management
11 November 2021

Exchange Traded Funds, Products Log Bumper Inflows - Data

This year has seen a big improvement in the amount of net new money flowing into these...

Awards
11 November 2021

EXCLUSIVE: Winners Of The Annual WealthBriefing MENA Awards For Excellence 2021

The winners of this year's MENA region awards have been publicly announced. Congratulations again...

Reports
11 November 2021

Revenues Surge For France's Rothschild & Co

Higher fees, and the positive impact of the Banque Pâris Bertrand acquisition helped to drive the...

People Moves
11 November 2021

Appway Names Chief Operating Officer

The Swiss technology provider, specialising in areas such as onboarding wealth managers' clients,...

People Moves
11 November 2021

Eastspring Creates New Regional Management

The regional responsibilities cover a range of Asian jurisdictions as well as other parts of the...

Comment & Analysis results for Archive

Company Profiles
24 March 2021

Syz Group In Growth Mode After Business Revamp

The group’s three principal lines are now private banking/wealth management, private equity, and...

Technology
23 March 2021

Technology Traps Wealth Managers Must Avoid: Overview From EY

The 2021 edition of our "Technology Traps Wealth Managers Must Avoid" report, sponsored by EY, is...

Technology
22 March 2021

New Research: Wealth Tech Traps, As Told From The Front Line

WealthBriefing/Family Wealth Report and EY have joined forces to offer cutting-edge insights from...

Reports
5 March 2021

Updated Summary Of Banks', Wealth Managers' Financial Results - Q4, Full-Year 2020

Here is a summary of the major US banks' financial statements for the fourth quarter of 2020 and...

Compliance
16 February 2021

EXCLUSIVE: Regulatory Overhaul Will Turbocharge EAM Sector - FINMA

The Swiss Financial Market Supervisory Authority speaks to WealthBriefing about the rule changes...

Strategy
11 February 2021

WEALTH TALK: Focus On Client Segmentation Strategy

This news service talks to a nationwide US wealth manager about the approach it takes to client...

Client Affairs
3 February 2021

The Case For Avoiding GameStop Craze

The surge in retail investor trading in shares such as computer games retailer GameStop, cinema...

Company Profiles
28 January 2021

Asia-Based HNW Investors Smile On Western Commercial Property

The firm says there is particular demand from clients, such as Asian HNW individuals and family...

Investment Strategies
22 January 2021

Japanese Equities Deserve Fresh Look

The Asia-focused asset management firm talks about the case for investors taking a new look at...

Strategy
20 January 2021

BOOK REVIEW: Free Lunch Thinking By Tom Bergin

A new book by a UK journalist challenges a number of economic ideas that he says have damaged...