News, Comment & Analysis results for Archive

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...

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...

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...

Financial Results
29 July 2026

Deutsche's Private Banking Pre-Tax Profit Unchanged In Q2 2026, AuM Rises

Among the details, Deutsche Bank said that net flows into its private bank rose by 39 per cent. ...

Financial Results
29 July 2026

UBS’s Wealth Results In Q2 2026 Show Revenue, AuM Increase; Group Profits Beat Forecasts

The Switzerland-headquartered group reported stronger revenues in its wealth arm, while overall...

Strategy
29 July 2026

Julius Baer Signs Dubai Agreement To Support Investor Relocations

The Swiss bank has signed a strategic agreement with the Dubai Department of Economy and Tourism in...

People Moves
29 July 2026

Ardian Makes Raft Of Executive Appointments

The moves include changes at the top of Ardian’s French business. The global group is...

People Moves
29 July 2026

Who’s Moving Where In Wealth Management? – Trimontium, Citi Investment Management

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

Technology
29 July 2026

EXCLUSIVE: How Does New York Data Centre Ban Shift AI Odds?

As this news service shows in interviews with wealth managers, they see AI as a driving force for...

Financial Results
28 July 2026

Attributable Profit Slips At Barclays' Private Bank, Wealth Arm In H1 2026

The UK-listed banking group reported a mixed set of figures in the private banking and wealth...

Comment & Analysis results for Archive

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,...

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...

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...

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...

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...

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...

Legal
5 May 2026

HNW Israel Divorce Court Case Uncovers Hidden Assets – Implications

Lawyers comment on the implications of a recent divorce case in Israel where financial structures,...

Legal
5 May 2026

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...

Wealth Strategies
20 April 2026

Fixing A Major Capital Mispricing On Women's Health – In Conversation With Maryann Umoren Selfe

A wealth management and private banking figure uses her understanding of structural mispricing in...

Strategy
12 March 2026

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...