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ANALYSIS: The American Citizen Inflow To UK – What's Driving It?
A new residency system, a desire for new lifestyles and opportunities, and a dislike of domestic US political and social trends is encouraging HNW Americans to look at the UK. ...
ANALYSIS: To Reform Or Leave Alone? – Non-Compete Clauses In The UK
Many wealth managers, private bankers and advisors are familiar with non-competes and the other contractual clauses that limit their freedom of action in certain ways. At times they’re controversial. The UK go...
HNW Israel Divorce Court Case Uncovers Hidden Assets – Implications
Lawyers comment on the implications of a recent divorce case in Israel where financial structures, including foreign corporations and trusts, were used to shield assets. ...
ANALYSIS: The Private Banker In The AI Era – Impact For Clients, Advisors
This news service's group editor (Tom Burroughes) and contributing editor for WealthBriefingAsia (Paul Cuthbert-Brown) examine how AI’s impact on wealth management is panning out in the APAC region and discus...
Can AI Turbocharge Behavioural Finance?
The field known as behavioural finance is not new – insights have been discussed for years. The question, however, has been about how to act on these ideas and use them in portfolios. That requires an ability ...
ANALYSIS: “Ground-breaking” Swiss-UK Financial Pact – How Will It Boost Business?
In this feature, we talk to a variety of firms and organisations about the Berne Financial Services Agreement which is now in force, and what it means for banks, insurers, wealth managers and others. ...
Latest News
BWC Benchmarking Agrees New Service For UK's PIMFA Member Firms
The service will provide member firms of the UK-based organisation with details such as peer comparisons and broader market intelligence. ...
Klay Group Names New Global Head Of Wealth Planning
The new global head of wealth planning will be leading Klay Group's global wealth planning function, working closely with ultra-high net worth individuals and families to deliver bespoke wealth planning solution...
Rockefeller Raises AI Game With New Partnership
The agreement with Anthropic is an example of how AI use cases are a relentless theme for wealth management today. ...
Deals Of The Day: The Latest In Wealth Management M&A – Titan Wealth, Progeny
The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...
Who’s Moving Where In Wealth Management? – Quilter, Heligan Group, Pillsbury
The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the Middle East and select international locations. ...
ECB Curbed Fast-Growing Revolut's Product Launches In 2025
European bank regulators have restricted Revolut's new product launches for the EEA region. This matter only applies to Revolut Bank UAB, its EEA entity. Separately, the group is planning to launch a private ban...