News, Comment & Analysis results for Archive

Financial Results
23 July 2025

Julius Baer Headline Profit Drops But Underlying Result Gains In H1

Swiss private bank Julius Baer has presented its 2025 half-year results. Underlying results, when...

Technology
23 July 2025

Digital Digest: The Latest Tech News – UBS, LSEG Ink Data, Analytics Pact

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

People Moves
23 July 2025

HSBC Makes Raft Of Senior Private Banking Hires Across Southeast Asia, Other Markets

The global private banking arm of HSBC has set out a range of recent hires across Southeast Asia...

M and A
22 July 2025

US-Based Index Giant To Acquire ARC’s Wealth Data, Indices

This publication reports on an important acquisition deal for the wealth sector and what it means...

People Moves
22 July 2025

Who’s Moving Where In Wealth Management? – DWS Group, Charles Russell Speechlys, Liontrust

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

People Moves
22 July 2025

UBS Names Head Of Global Family, Institutional Wealth UK, Makes Other Appointment

Following a senior move as exclusively reported by this news service in June, UBS has filled a...

Investment Strategies
22 July 2025

Reversing Low Testosterone – The Investment Case

With a big shift towards preventative healthcare as public and private budgets come under strain,...

People Moves
22 July 2025

Nomura's IWM Business Hires Ex-Standard Chartered Figure For Dubai Role

The newly-appointed figure, based in Dubai, has worked in the financial services sector for more...

M and A
22 July 2025

SS&C To Acquire Global Funds Network For $1.0 Billion

One of the largest banking and wealth sector technology firms – based in the US – has agreed to...

ESG
22 July 2025

New And Potent: UBP Eyes Opportunities In AI, "Precision Agriculture"

As artificial intelligence and nature-based investing impact the landscape of equity investing, UBP...

Comment & Analysis results for Archive

Asset Management
7 July 2025

Index Investing Has A "Reconstitution" Problem: How To Fix It

We talk to Dimensional Fund Advisors about why index investing in the conventional sense raises a...

Tax
1 July 2025

Non-Dom Businesswoman Voices Anger, Plans Exit As UK Rules Change

We talk to a businesswoman, TV personality, academic and author about her annoyance, and...

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...

Strategy
28 February 2025

Private Banks' Onboarding Limitations Revealed – And How To Fix Them

Client onboarding in private banking is riddled with inefficiencies – not just for high-risk...

Technology
19 February 2025

The Soaring Trend Of AI "Co-Pilots" In Wealth Management

We hear much commentary today about the use of AI "co-pilots" in financial services. What do they...

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...