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Latest Comment & Analysis

Company Profiles
13 July 2026

Cross-Border Flows, Complexities Fuel Growth For Hong Kong-Headquartered FGA Trust

With Hong Kong now pulling ahead of Switzerland as the world's largest cross-border financial hub, it seems appropriate for this news service to interview a firm right in the centre of the action in the Asian ci...

Company Profiles
29 June 2026

Trusted Relationships, Not Transactions – In Conversation With Meta Octav

WealthBriefing recently visited the Geneva-headquartered boutique advisory and fiduciary firm that also has a licensed business in Hong Kong. After a busy period of setting up and running the new business, WB fo...

Company Profiles
29 June 2026

"Organic" Is Growth Watchword For Mirabaud's UK Wealth Business

This news service recently sat down with the head of the UK business arm of Mirabaud Wealth Management to discuss the approach to growth, the impact of recent changes in the UK tax and economic scene, and more. ...

Compliance
25 June 2026

Adverse Media Checks A Major Compliance Task, Puts Spotlight On Tech

In this article, we talk to smartKYC, an enterprise solution for KYC due diligence automation. One important field is adverse media screening, and the ways that technology can assist in sifting through a mass of...

Client Affairs
24 June 2026

Wealth Managers Discuss Brexit Impact 10 Years On

On the 10-year anniversary of the Brexit referendum this week, Hetal Mehta, chief economist at UK wealth manager St James’s Place, together with other wealth managers, discussed the economic and investment imp...

Client Affairs
8 May 2026

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. ...

Latest News

Financial Results
30 July 2026

Schroders Doubles Statutory H1 2026 Pre-Tax Profit

Gains in assets under management reflected positive market effects and investment performance, with some offsetting impact from disposals and net outflows. ...

Financial Results
30 July 2026

Adjusted Pre-Tax Profit Slips At St James's Place In H1 2026

The group has reportedly refunded some clients who have been charged twice. This week, the UK wealth manager set out its charging structure, while also reporting results for the first half of this year. ...

Financial Results
30 July 2026

Private Banking Net Income In Q2 2026 Rises At Societe Generale

The banking group became the latest in a number of European lenders to announce second-quarter and half-year financial figures. ...

M and A
30 July 2026

Bloomberg Scores Major Private Markets Move With Canoe Intelligence Purchase

Canoe Intelligence sits at the centre of developments in the way alternative investments data is collected, processed and reported for wealth managers and other players in what is a growing field. ...

Financial Results
30 July 2026

Standard Chartered's H1 2026 Wealth Solutions Income Rose 38 Per Cent

The bank reported a broadly positive set of results across business lines including the wealth business. At group level, pre-tax profit set a record and earnings per share came out ahead of forecasts, helping it...

Offshore
30 July 2026

Lighthouse Canton Launches Dedicated Wealth Platform For NRI Investors

The Singapore-headquartered group has launched a cross-border wealth management platform targeting non-resident Indians, alongside a new India-domiciled global equities fund. ...