News, Comment & Analysis results for Archive
AlTi Global Sale Could Hinge On “Highly Consequential” Rights Of Minority Shareholders
We examine the next stage for AITi Global and who may buy this business, as it prepares for a...
Who’s Moving Where In Wealth Management? – Columbia Threadneedle Investments, Fidelity International, Others
The latest moves and appointments for wealth management roles in the UK, and other parts of Europe,...
Research Shows Risks Of Widening Retail Access To Private Credit
As policymakers make it easier for retail investors to join the private market party, including...
North West Big Role To Play In Growth Strategy – Weatherbys
In line with a number of wealth managers, Weatherbys Private Bank has highlighted its commitment to...
Schroders Warms To Gold, Remains Constructive On Equities
The wealth and investment management house updates its tactical asset allocation positioning. ...
EFG International Expands Swiss Footprint, Opens Berne Office
The bank, which is listed in Zurich and operates in multiple jurisdictions, has opened a new office...
Swiss Banking Sector Posts Record Net Income, AuM In 2025
The organisation’s annual measure of sector performance gave a generally ebullient mood. Swiss...
BNP Paribas AM Names New CIOs
The firm said that these appointments will allow it to "better position" its global platform for...
Former Julius Baer Banker Joins DIFC-Based External Asset Manager
The business, Three Comma Capital Advisors, is based in the DIFC. ...
Pictet’s Profits Up In H1 2026
In a difficult environment, Pictet said the assets clients had entrusted to it reached an all-time...
Comment & Analysis results for Archive
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...
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...
ANALYSIS: What Advisors Should Tell Clients Who Use AI For Guidance?
The editor looks at clients' use of AI tools to research financial material and even suggest ideas...
Huge Valuation Gap Hampers AlTi Global Sale
Our US correspondent takes a deep dive into developments at AlTi Global – or AlTi Tiedemann –...
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...
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...
HNW Israel Divorce Court Case Uncovers Hidden Assets – Implications
Lawyers comment on the implications of a recent divorce case in Israel where financial structures,...
ANALYSIS: Unclaimed Withholding Taxes - A Multi-Billion Tech Opportunity
Claiming back what are called withholding taxes is becoming an increasingly pressing matter. The...
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...
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...