News, Comment & Analysis results for Archive

People Moves
3 July 2025

J Stern & Co Opens Frankfurt Office

The investment firm, with its strong European ties that go back more than two centuries, is...

Strategy
3 July 2025

Lighthouse Canton, Swiss Family Office Form Strategic Pact

The firm will expand the geographical business reach of both firms, into Switzerland and parts of...

People Moves
3 July 2025

Etops Names Former Avaloq Senior Figure As CFO

The holder of the C-suite role at the Swiss firm has worked at Avaloq and B-Source SA. ...

M and A
3 July 2025

China's Fosun Completes German Private Bank Sale, Retains "Highly Valuable" Asset Servicing Business

Hauck Aufhäuser Lampe Privatbank was bought by Fosun back in 2016, and the Chinese group, which...

Alt Investments
3 July 2025

As Private Market Investing Remains Hot, Consider The Unit-Linked Insurance Model – Utmost

Insurance policies with a wealth management angle come in a variety of names, and the unit-linked...

Comment & Analysis results for Archive

Philanthropy
17 June 2025

New Report On Philanthropy, Ethical Investment

The state of HNW philanthropy throughout the world today – WealthBriefing's ground-breaking...

Asset Management
7 April 2025

The Forces Shaping Singapore's, Asia's EAM Sector

This news service prides itself on its coverage of external asset managers, family offices and...

Compliance
18 March 2025

Transparency International – The Latest Lessons For Wealth Managers

Transparency International's recently-published Corruption Perceptions Index, used by compliance...

Company Profiles
18 March 2025

An Urgent Need To Take Protection Vs Physical, Cyber Threats Up A Level

We talk to experts in physical and cyber security catering to the needs of wealthy individuals. In...

Client Affairs
12 March 2025

Wealth Asset Allocators: We Need To Talk About Defence

With geopolitical shifts of the magnitude of the US stance on Ukraine, Russia and other events...