News, Comment & Analysis results for Archive

Financial Results
19 February 2026

EFG Says IFRS Profit Rose Slightly In 2025; Asset Inflows Strongest Since GFC

Among the highlights of the results, the group said its asset inflows were at the highest pace...

Surveys
19 February 2026

Blackstone Optimistic About Private Markets – Study

Blackstone, with $1.3 trillion in assets under management, has released its latest “Advisor...

Compliance
19 February 2026

Compliance Corner: Morphic, Netherlands, MiCA

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

Awards
19 February 2026

EXCLUSIVE: Winners Of WealthBriefing WealthTech Americas Awards 2026

We are pleased to announce winners of awards that focus on wealthtech – now an established and...

M and A
18 February 2026

Italy's MPS Takes Full Control Of Mediobanca

The enlarged group will, among other areas, offer private banking and wealth management. Private...

New Products
18 February 2026

What’s New In Investments, Funds? – Columbia Threadneedle Investments

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

People Moves
18 February 2026

Who’s Moving Where In Wealth Management? – Vanguard, Ostrum AM, Taylor Wessing

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

People Moves
18 February 2026

Vontobel Names New Global Consultant Relations Head

The senior hire, who joined the firm in 2021, has extensive experience in collaborating and working...

People Moves
18 February 2026

GAM Holding Names New Group CFO

Zurich-based asset manager GAM Holding, with total assets under management of SFr12.7 billion...

ESG
18 February 2026

EXCLUSIVE: UK's Regnan Captures Water Scarcity Opportunities

Managers of a fund focusing on water scarcity and waste-related challenges talk to this news...

Comment & Analysis results for Archive

Fund Management
19 October 2023

Focus On Ireland As A Growing Financial Hub

Michael D’Arcy, former Irish minister of state at the department of finance, discusses the...

White Papers
13 October 2023

Research: Tech & Ops Wealth Trends In Wealth Management 2023

The 26-page report examines the issues and concerns affecting the shape of technology and...

Tax
9 October 2023

Sparing No One: Cross-Border Taxation of Globally Mobile Individuals – Part 2

This article continues to examine – via the circumstances of Prince Harry and Meghan, the...

Tax
6 October 2023

Sparing No One: Cross-Border Taxation of Globally Mobile Individuals - Part 1

This is the first of a highly detailed examination of cross-border tax issues for individuals...

Alt Investments
4 October 2023

How Hedge Fund Investors Keep Composed In Volatile World

This news service talks to Sussex Partners, a UK-based business that advises institutions about...

Family Office
28 September 2023

Family Offices Aren't Shunning Risk, But Getting Smarter – Citi Private Bank

After its survey emerged a few weeks ago, Citi Private Bank spoke again to this news service about...

White Papers
21 September 2023

Winning Women In MENA: How Wealth Managers Can Help Further Female Empowerment

A new report from this news service, in partnership with First Abu Dhabi bank, explores what HNW...

Strategy
15 September 2023

Learning From The UK "De-Banking" Furore – A Modern Bank's Perspective

A new financial services firm that calls itself a "Coutts-Revolut" hybrid reflects on the recent...

Legal
31 August 2023

Learning The Legal Lessons From “Succession”

In this detailed analysis of legal questions generated by the HBO television drama, law firm Squire...

Wealth Strategies
30 August 2023

Taking A "Floating" Approach As Rates Rise

This news service talks to US-based New Mountain Capital about the benefits of holding...