News, Comment & Analysis results for Archive

People Moves
13 March 2026

Barclays Names New Private Bank Monaco CEO

The appointment follows the departure of Gerald Mathieu, former CEO of its Monaco operations and...

People Moves
13 March 2026

Who’s Moving Where In Wealth Management? – Mattioli Woods

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

People Moves
13 March 2026

New India Barclays Private Bank Head Named

The new head will lead and accelerate Barclays Private Bank’s growth ambitions in India. ...

People Moves
12 March 2026

Head Of Private Clients UK Departs UBS

The senior banker had been at UBS for more than a quarter of a century. ...

People Moves
12 March 2026

Wealthtech Hires Ex-InvestCloud Figure To Drive UK, Ireland And Middle East Business

The Barcelona-headquartered business has argued that the wealth management sector is being held...

Comment & Analysis results for Archive

Offshore
9 December 2024

The Bahamas: A Complete and Compelling Choice 2024

This publication carries a spread of articles and insights about the Caribbean jurisdiction. ...

Investment Strategies
18 November 2024

US Equities, Dollar Delivers Ringing Endorsement Of Trump. What Now? – WELREX - Part 2

We publish the second part of this analysis which examines the implications of the US presidential...

Investment Strategies
14 November 2024

US Equities And Dollar Have Delivered Ringing Endorsement Of Trump. What Now? – WELREX - Part 1

The first in a two-part detailed analysis about what the financial markets could do in the next...

Alt Investments
4 November 2024

In Troubled Times, What's The Investment Case For Fine Alcohol?

Whether it is fine wine, whisky or cask tequila, there is a case, so advocates for investing say,...

WM Market Reports
15 October 2024

WealthBriefing's Tech And Ops Trends In Wealth Management Research Report

The annual report is an important part of the work that the publisher of this website does in...