News, Comment & Analysis results for Archive

Financial Results
31 July 2025

HSBC’s Profits Plummet In Q2 2025

Yesterday, London-headquartered HSBC posted financial results for the second quarter of 2025,...

Investment Strategies
31 July 2025

Lombard Odier Takes Some Risks Off The Table

Developed economies' equity valuations are looking full at the moment, with limited upside left,...

Financial Results
30 July 2025

UBS Profits Up In Q2 2025

Profits at Swiss private bank UBS climbed by more than expected in the second quarter of 2025. ...

Surveys
30 July 2025

IFAs' Changing Sentiment; US Versus European Equities – Franklin Templeton

Despite moves towards European equities, a new survey released by California-based investment...

Legal
30 July 2025

Group Of Credit Suisse AT1 Bondholders In Asia Urged To Join Class Action Lawsuit

More than two years after the "shotgun wedding" between UBS and crisis-hit Credit Suisse, those who...

Strategy
30 July 2025

FROM THE EDITOR'S CHAIR: Robust Banks, Fast-Moving AI, Private Market Hype, And More

The editor takes a look back to the start of the year and subsequent events to run through what...

Wealth Strategies
30 July 2025

OPINION OF THE WEEK: Concentration Risk Remains, But Maybe Not As Severe

For all the sound and fury of political events this year, one theme emerging is that the...

Investment Strategies
29 July 2025

Wealth Managers React After EU And US Reach Trade Deal

After the US and the EU clinched an agreement to cap tariffs on most EU exports to the US at 15 per...

New Office
29 July 2025

New York-Headquartered Investment House Opens In UAE

The asset management house, which has $44.2 billion in AuM as at the end of June, serves clients...

ESG
29 July 2025

The ESG Phenomenon: Standard Chartered

The latest developments in and around environmental, social and governance-related investment,...

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...