News, Comment & Analysis results for Archive

Real Estate
29 April 2026

Who’s Moving Where In Wealth Management? – JM Finn

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

People Moves
29 April 2026

DWS CIO Takes Over Investment Division

The move completes the transition initiated in August 2025 when he joined the executive board as...

Investment Strategies
29 April 2026

Spotlight On UK Gilts; Fidelity Launches New Fund

Although near-term developments have negatively impacted the UK gilt market, a number of wealth...

Compliance
29 April 2026

Compliance Corner: Gen II Fund Services, Guernsey

The latest compliance news: regulatory developments, punishments, guidance, permissions and...

Investment Strategies
29 April 2026

Sorbus Partners Highlights Second China Shock

With the International Monetary Fund expecting Chinese export volumes to rise by around 30 per cent...

Asset Management
29 April 2026

What's New In Investments, Funds? – Allspring, ABN AMRO, Nordea AM

The latest news in investment offerings, financial products and other services relevant to wealth...

Financial Results
28 April 2026

Barclays' PBWM Arm Says Pre-Tax Profit Dips In Q1 2026

Net income in the private bank and wealth management division was broadly stable in the first three...

WM Market Reports
28 April 2026

Global Asset Managers Can't Rely On Rising Markets As Much For Growth – BCG

The rising market tide, which has been in force for more than a decade, did much of the work in...

Surveys
28 April 2026

Impact Investing Trumps Crypto For NextGens Amid $83 Trillion Wealth Transfer – UBS

UBS Global Wealth Management has issued its first UBS Global Next Generation Report, surveying next...

Fund Management
28 April 2026

UK Investment Trust Rides Space Boom With New Fundraising

The upcoming SpaceX IPO - possibly taking place by mid-June - is certain to put commercial space in...

Comment & Analysis results for Archive

Asset Management
17 June 2022

Exclusive: Why Investors Cannot Ignore India's Promise

David Cornell, CIO at Ocean Dial Asset Management, discusses with WealthBriefing why India is a top...

Market Research
15 June 2022

Agricultural Innovation Needed To Resolve Challenges – Wealth Managers

As food security moves up the political agenda, specialist investment managers from Franklin...

Offshore
14 June 2022

The Bahamas And Resilience Through Testing Times – Latest Report

This is a mini-series on The Bahamas Financial Services Industry. ...

ESG
10 June 2022

EDITORIAL COMMENT: BCG Highlights Wealth Managers' Sustainability Prize, Challenges

The issues around sustainability unsurprisingly get big treatment in the annual Boston Consulting...

Compliance
9 June 2022

BOOK REVIEW: "Putin's People" Casts Western Financial Firms In Harsh Light

Reading this book will be a painful experience for some bankers and financial service figures in...

Market Research
1 June 2022

How War Affects Agriculture Investment

Roberto Viton, founder and managing director at Valoral Advisors, discusses key trends and the...

Company Profiles
1 June 2022

Wealth Sector Consolidation Continues, Says Expanding Canaccord Genuity WM

There have been a number of M&A deals in wealth management in the UK, and one player in the scene...

Strategy
20 May 2022

EDITORIAL COMMENT: A High Net Worth Status Ain't What It Used To Be

Inflation is eroding the value of money at a rapid clip, and that means the old minimum sums...

Islamic Banking
13 May 2022

Going Green Can Carry Costs, Warns Advisor On Islamic, Other Finance

Those who are attracted to "Green" investing may also be interested in Shariah finance. A firm...

Real Estate
11 May 2022

New UK Heat Regulations And Property – What Family Offices Should Know

A new set of rules in the UK, taking force from the start of September, is designed to improve...