News, Comment & Analysis results for Archive

Financial Results
13 February 2025

Fourth-Quarter Private Banking, Wealth Income Rises At Barclays

The UK banking group logged a broadly positive set of results for the wealth and private banking...

People Moves
13 February 2025

Who’s Moving Where In Wealth Management? – Charles Stanley, Hoxton Wealth, Plurimi

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

Financial Results
13 February 2025

ABN AMRO's Q4 2024 Profit Slips

Last year, the Dutch bank expanded its private banking footprint in Germany. This year, it is...

Technology
13 February 2025

How Artificial Intelligence, Industry 4.0 Raise Wealth Workforce Skills

February is a month when this news service will be exploring use cases for AI in wealth management...

People Moves
13 February 2025

Former Wealth Management CEO Joins Big Issue Group

The Big Issue Group, well known for its work in the UK for changing the way poverty is tackled, has...

Trust Estate
13 February 2025

Inheriting Trouble: Options After Estate Insolvency Due To Negligence Or Fraud

This article considers arguments about estates involving insolvency, and roles such as those of the...

People Moves
12 February 2025

UK Wealth Consultant Bob Cossey Dies

An important figure in the wealth management sector has passed away at the age of 69. ...

Financial Results
12 February 2025

Mediobanca's Profits, Wealth Revenues Rise In Six Months To End-2024

The Italian banking group provides services including private banking and wealth management, and...

Financial Results
12 February 2025

Pictet’s Profit, AuM Up In 2024

Swiss private bank Pictet, which operates in a number of regions, has released its unaudited...

Strategy
12 February 2025

Ocorian Inks Strategic Partnership With Data Aggregation, Analysis Firm

The partnership covers much of the background work of wealth management and business services used...

Comment & Analysis results for Archive

Company Profiles
13 February 2025

A Fund For All Seasons: Mixing Investment Styles At UK's Nutshell

A City financial trading background, added to a disciplined investment mindset, appears to be...

New Products
6 February 2025

Private Aviation's Investment Allure Weathers Turbulent Times

Rising wealth, discontent with the irritations of routine commercial flights, and the desire to...

Investment Strategies
19 December 2024

2025 Private Credit Predictions: An Expert Perspective

A 26-year veteran of the alternative investments sphere – including private credit – explains...

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...

New Office
8 October 2024

The Bahamas: A Complete And Compelling Choice - Part 2

This document sets out areas that continue to preoccupy financial services professionals working in...

Tax
1 October 2024

Non-Doms, Fairness And Family Enterprise – In Conversation With Philip Marcovici

While debate appears open on whether and how the UK's non-dom system will disappear, we talk to a...