WM Market Reports
9 December 2024

Billionaire Wealth Surged From 2015-2024; And They're Becoming More Mobile – UBS

While the population of billionaires has been broadly flat since 2021, the period from 2015 to this...

Technology
9 December 2024

Digital Digest: The Latest Tech News – Avaloq, Quadient, Third Financial

The latest technology news in the wealth management sector from around the world. ...

Asset Management
9 December 2024

What's New In Investments, Funds? – MARK Capital Management?

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

Surveys
6 December 2024

Advisors Anticipate Move To Equities From Cash – Schroders Survey

This week, UK-based investment manager Schroders released its UK Financial Advisor Survey 2024,...

Statistics
6 December 2024

"Golden Visa" Industry Seen Surging To $100 Billion In 2025 – Report

For all the criticisms and restrictions that are sometimes directed at these schemes, the authors...

People Moves
6 December 2024

Who’s Moving Where In Wealth Management? – GAM Investments, Raffles Family Office

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

Tax
6 December 2024

US Estate, Business Tax Details In Focus After Republicans' Victory

The possibility that estate tax exemptions in the US could be extended rather than sunset, and...

Philanthropy
6 December 2024

Collaboration And Setting Realistic Goals – Wealthy Individuals' Philanthropy

We talk to Citi Private Bank and Barclays Private Bank about how they approach advising wealthy...

Investment Strategies
6 December 2024

Carmignac Re-Engages With European Equities

Raphaël Gallardo, chief economist and Kevin Thozet, a member of the investment committee at...

Awards
6 December 2024

EXCLUSIVE: Winners Of The Third Annual WealthBriefing Channel Islands Awards 2024

Here are the winners of this year's Channel Islands wards, the third time we have run this...