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Latest News
"Golden Visa" Industry Seen Surging To $100 Billion In 2025 – Report
For all the criticisms and restrictions that are sometimes directed at these schemes, the authors of a new report reckon that the market for citizenship and residency could reach $100 billion in 2025. ...
Carmignac Re-Engages With European Equities
Raphaël Gallardo, chief economist and Kevin Thozet, a member of the investment committee at Paris-based asset manager Carmignac, discuss the global economic and investment outlook for 2025. ...
Who's Moving Where In Wealth Management? – Reed Smith, T Rowe Price
The latest senior wealth management Asia-Pacific moves. ...
State Street Smiles On US Equities, Fixed Income In 2025
Boston-headquartered State Street Global Advisors, the asset management arm of State Street Corporation, has just launched its 2025 Global Market Outlook: Finding the Right Path, outlining its macroeconomic outl...
Blending Approaches To Earn Robust Emerging Market Returns
In this brief interview, we talk to the CEO and chief investment officer of a London-based emerging markets specialist hedge fund about the approach it takes to making money in a challenging field. ...
New CEO For Asia Named By Indosuez Wealth Management
The new CEO and Singapore branch manager, due to take the post from the start of March next year, will be taking the helm from a predecessor who has spent more than 20 years at the business. ...
UK's St James's Place Reportedly Eyes Job Cuts Amid Restructuring
The restructuring plans of the UK-listed group – which also has offices in Hong Kong, Singapore and the United Arab Emirates – appears to have cheered investors, judging by the rise in shares since the sprin...
Investors Want To See Tangible Corporate Results From AI – PwC Survey
The survey captured the view of 345 investors and analysts across 24 countries and territories, covering artificial intelligence, climate strategies and broader reporting. It found that investors reject a trade-...
PineBridge Investments Favours US Industrials, Banks In 2025
US asset manager PineBridge Investments has just published its latest insights on the multi-asset, equity and fixed income outlook for 2025. ...
Bank Of Singapore Private Banking Co-Head Retires
The co-head of private banking at the lender has stepped down from the role, capping a 15-year career at the lender. ...
Standard Chartered Sets Out "Ambitious" Net New Money, Income Growth Goals
The banking group, which earns the bulk of its revenues outside the UK in regions such as Asia, the Indian sub-continent and Africa, says it has big ambitions for net new money growth in its affluent client busi...
MSCI Leans Into Wealth Sector With New Indices
Mapping the territory of private market investing can be difficult, but the rewards for capturing how well the whole sector performs can be important when helping to set asset allocation. We talk to MSCI and its...
EFG International Makes Top-Level Changes
Operating in a number of regions, the Switzerland-headquartered group unveiled a new COO and said its global head of HR had been made an executive committee member. ...
Widen Investment Horizons To Get Diversified – HSBC Private Banking
The firm is generally overweight equities – with exceptions to certain countries' stocks – mildly negative on fixed income, and likes hedge funds and gold, with core exposures to areas such as infrastructure...
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Guest Articles
US Equities, Dollar Delivers Ringing Endorsement Of Trump. What Now? – Part 2
We publish the second part of this analysis which examines the implications of the US presidential election result and what they mean for specific asset classes. ...
US Equities And Dollar Have Delivered Ringing Endorsement Of Trump. What Now? – Part 1
The first in a two-part detailed analysis about what the financial markets could do in the next year, and how the arrival of a new US administration affects risks, asset allocation and positioning. ...
Putting Ideas To The Test At Julius Baer's Innovation Lab
During a recent visit to Julius Baer's offices in Singapore, this news service spoke to the head of the bank's innovation laboratory about the work he and his colleagues are carrying out and where it might lead....
Sponsored
Hong Kong’s Vibrant Lifestyle, World-Class Infrastructure Attracts Family Offices
FamilyOfficeHK, an organisation in Hong Kong, sets out the case for why the financial centre has so much to offer for family offices. ...
What’s Top Of Mind For Some Of The World’s Leading Family Offices?
Citi Private Bank gathered leading family offices from around the world – representing $434 billion in wealth – to hear cutting-edge insights, share experiences and build connections. Here is an article with...
Challenges And Advancements In KYC Screening For Private Banking, Wealth Management Industry
The author of this article argues that it's crucial to adopt a balanced but robust approach to KYC screening in the PBWM industry. It is important to grasp that the goal is to build trust, foster strong relation...
Register for WealthBriefingAsia today
Gain access to regular and exclusive research on the global wealth management sector along with the opportunity to attend industry events such as exclusive invites to Breakfast Briefings and Summits in the major wealth management centres and industry leading awards programmes
Comment and Analysis
“Our research-driven features explore the most relevant topics for wealth managers, ranging from how technology shapes the industry through to which international financial centres make the largest impact. Our editorial and research teams draw on deep experience to bring readers the insights they need to drive profitable businesses in a fast-changing world.”
In Troubled Times, What's The Investment Case For Fine Alcohol?
Whether it is fine wine, whisky or cask tequila, there is a case, so advocates for investing say, to hold these amidst geopolitical troubles. There will always be arguments about just how correlated these items ...
WealthBriefing's Tech And Ops Trends In Wealth Management Research Report
The annual report is an important part of the work that the publisher of this website does in illuminating the details that can make or break a wealth management organisation. ...
Non-Doms, Fairness And Family Enterprise – In Conversation With Philip Marcovici
While debate appears open on whether and how the UK's non-dom system will disappear, we talk to a lawyer, author and expert about how wealthy international citizens are taxed, and what's needed to square the dem...
With Outsourced CIO Models, There's No Substitute For Experience – SEI
We talk to the Oaks, Pennsylvania-headquartered firm about its outsourced CIO business and the dynamics shaping it. ...
Talent Management Is Julius Baer's Asia Growth Engine
We talk to one of Julius Baer's senior figures, in Singapore, about the approach the bank takes to talent management. ...
The Good, The Difficult And The Stable – What Headhunters See Around The World
We talk to wealth management headhunters in North America, Europe, Middle East and Asia about what they see as the important trends in the industry right now. ...
Research Reports
“We’re lucky to have an unparalleled network among the industry, encompassing the most senior executives along with those on the front line across all its segments. This allows us to delve deeply into every issue affecting the wealth industry and also to drive the discourse on key strategic issues.”
WealthBriefing's Tech And Ops Trends In Wealth Management Research Report
The annual report is an important part of the work that the publisher of this website does in illuminating the details that can make or break a wealth management organisation. ...
The Bahamas: A Complete And Compelling Choice - Part 2
This document sets out areas that continue to preoccupy financial services professionals working in The Bahamas. ...
The Bahamas: A Complete And Compelling Choice – Part 1
The document has been put together by the Caribbean jurisdiction's financial services sector alongside this publication. This is the first of a two-part series. ...
The Bahamas: A Complete And Compelling Choice – White Paper
This news service is delighted to unveil the full edition of the Bahamas-focused publication that ranges across topics from digital assets to investment analysis. ...
The Bahamas: A Complete And Compelling Choice – Part 4
In the final part of a four-part series, this news service issues a report about developments in the Caribbean jurisdiction. ...
New Report: How Wealth Ecosystem, Healthcare Interact
The boundaries between health and wealth increasingly intersect and a new report from China's Hywin in conjunction with this news service explores the many facets. ...
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In Troubled Times, What's The Investment Case For Fine Alcohol?
Whether it is fine wine, whisky or cask tequila, there is a case, so advocates for investing say, to hold these amidst geopolitical troubles. There will always be arguments about just how correlated these items ...
As HNW Individuals Seek Options, An Adriatic Resort Prepares
Luxury resorts based in low-tax jurisdictions have been around for decades; given the winds of change in certain countries when it comes to tax – such as the UK – places seeking to attract HNW individuals ha...
Riding The Infrastructure Train Is Positive Journey For UK Advisor
We talk to the manager of a listed infrastructure fund about the asset class, its potential and a few challenges that arise. Major fund firms are buying into the infrastructure space, suggesting it is a hot area...
An Expert Sparring Partner For Wealthy Investors In Alternatives
A Germany-headquartered multi-family office, which won a capital market licence earlier this year, talks about how UHNW investors can and should work with such firms to tap into expertise and gain insights. ...
Japan's VC Sector Gathers Momentum
While Silicon Valley has hogged much of the limelight in VC, Japan's much smaller sector hasn't enjoyed the same kind of attention, but reforms and other changes mean that this obscurity is fading, an investment...
How Hedge Fund Investors Keep Composed In Volatile World
This news service talks to Sussex Partners, a UK-based business that advises institutions about hedge fund allocations. With markets often volatile at times, and recovering after the selloffs of 2022, what appro...
Comgest's Mood Brightens For Europe, Asia Investments
After a strong start to global stock markets, Franz Weis chief investment officer at Comgest, a growth investor, discusses with this publication in Paris the outlook for 2023 and investment opportunities in Euro...
Exclusive: Why Investors Cannot Ignore India's Promise
David Cornell, CIO at Ocean Dial Asset Management, discusses with WealthBriefing why India is a top place in which to invest and why he is optimistic about prospects for firms in the country. ...
Cultural Shifts Driving Alternative Lending Growth
More investors are tuning into direct lending and leasing strategies as a way of gaining steady returns and directing their investments into essential UK services. ...
Disciplined Bitcoin Investing Can Pep Up Portfolios - Nickel Digital Asset Management
We talk to a founder of a new London-based investment firm that holds bitcoin. It argues that when managed in a controlled manner, exposure to the cryptocurrency can add valuable returns to a portfolio. Price ac...
What's On Swiss EAMs' Menu Over Coming Years
This news service takes another look at external asset managers in Switzerland and the forces shaping this market in the recent past and over coming years. ...
Big Changes Come For Swiss EAMs; Future Looks Positive
The industry is going through a number of major changes, some of them due to domestic Swiss regulations that are taking force over the next two years. We delve into some of the themes around the sector. ...
Fine Art Finance – A Change Of Perspective For Your Collection
The international law firm gives a brief tour of the fine art investment landscape, a subject of interest to private client advisors, banks and others looking after HNW and ultra-HNW clients. ...
Fractions Of Fine Art – In Conversation With Mintus
The $65 billion-plus fine art market hasn't been an easy one to penetrate for those who aren't uber-wealthy. The "fractionalisation" trend might change that. We talk to a firm in the space. ...
NFTs: A World Of Wealth Beyond Gotham City
While there is much buzz and confusion surrounding NFTs in the media, understanding the reality of this space and what it can offer investors will be essential, the author of this article argues. ...
Art's Courtship With Non-Fungible Tokens: The Legal Territory
Art is subjective, designed to test boundaries and spark conversations, and NFTs have undeniably delivered on both those fronts. Legal specialists examine the rise of the phenomenon and explain a number of legal...
Stored Away: There's So Much Art Available For Market
We talk to Overstone Art Services, a UK-based organisation, about the state of the world's fine art market and how so much potential material is stored away and available for being transacted or lent against. ...
Managing the Family Art Collection As A Business
An art and investment expert argues that just like a family business, every family art collection needs management both for itself and in order to share it with the outside world. ...
Focus On Investment Opportunities In India – Lombard Odier
Stéphane Monier, chief investment officer at Swiss private bank Lombard Odier in Geneva, discusses the driving forces behind India’s expected economic growth in 2023, with the country’s economic ambitions g...
HNW Individuals' Public Profiles Risk Reputation Threats
Social media and the constant flow of news puts HNW people under intense scrutiny. Here is an article suggesting ideas on how people can guard their reputations. ...
Exclusive: Diversified Portfolio Key For Investors – Kingswood
Despite the better-than-expected rise in UK GDP in May, investment managers believe that the possibility of the UK entering a recession in 2022 looms, as well as in Europe and the US, and discuss where investors...
"No Fault Divorce" – Only A Tick Box Away From Separation
A change in law affecting England and Wales came into force from early April, changing the landscape for divorce law. ...
No Time To Write off Inter-Dealer Voice Brokers
In an increasingly digitalised trading environment, this guest writer looks at the future for voice-brokered transactions. Are they heading for redundancy? And, if so, how shortsighted is the bet on electronic o...
The Case For Avoiding GameStop Craze
The surge in retail investor trading in shares such as computer games retailer GameStop, cinema chain AMC and now the silver market, has prompted warning noises from regulators and considerable media chatter. Wh...
Handling HNW Clients' Data Via Tokenization – An Overview
Banks and other players in the wealth management space transfer data across borders – a fact becoming more significant as globalisation has taken place. How information can be moved without falling foul of reg...
One Year On From CJEU Ruling Vs Public Registers Of Beneficial Ownership
An organisation working in the field of compliance and regulation argues that last year's European court ruling against public registers of beneficial ownership was a serious blow to being able to onboard people...
Can Rapid Account-Opening Coexist Alongside Heightened Compliance?
The approach that banks and other wealth management industry players take towards handling politically exposed persons (PEPs), know-your-client (KYC) tasks and the vexed topic of "de-banking" is discussed by thi...
FINMA's Cryptocurrency Stance Makes Swiss Industry Nervous
Switzerland has made waves in the world of cryptos and digital assets. Its "crypto valley" in Zug is now one of the more recognised centres of this space. Industry figures are becoming concerned about how the re...
Learning The Legal Lessons From “Succession”
In this detailed analysis of legal questions generated by the HBO television drama, law firm Squire Patton Boggs walks readers around the issues. ...
Developments In Private Bank RegTech – Views From The Experts
Regulatory technology – software that a private bank has to use in order to produce information and analyse it at the behest of regulators – is evolving by leaps and bounds. ...
EXCLUSIVE: Spotlight On Regenerative Agriculture, Forestry – SLM Partners
Paul McMahon, a co-founder and managing partner of asset manager SLM Partners, discusses why there has been higher investor interest in regenerative agriculture and forestry recently and why it has potential to ...
How Blending Philanthropy, Investment Creates "Win-Wins" – Pictet
This news service recently spoke to a senior Pictet figure about the work it does on sustainability, impact investing, and philanthropy – areas which increasingly intersect. ...
"Greenwashing" Controversies Focus Minds On What Investors Own
This news service talks to the MFO – born from a series of corporate mergers and acquisitions – about how controversies in areas of ESG investing and sustainability are ultimately positive in the long run if...
Fossil Fuels And Transition: What's The Direction Of Travel?
A commentator on ESG and sustainability talks to this publication about the transition from fossil fuels – not necessarily a straightforward process, as suggested by the disruption to global energy markets cau...
Pushback Against ESG: Collective Action Or Collective Suicide?
The supposedly remorseless drive against carbon-based energy towards areas such as wind, solar, hydrogen, biomass and other technologies has, among other events, been interrupted by Russia's squeeze of gas expor...
Greenwashing: How Big Is The Problem And How To Fix It?
With the rush of money into the area of "green" and ESG investing, a concern arises about how faithful investments are to such ideas. Greenwashing has become an oft-repeated concern. We talk to a wealth manageme...
EXCLUSIVE: A Walk Around Germany's Single-Family Offices Sector – Part 2
In part one of this two-part feature, this publication talked to German banks about their work with the country's single-family offices. Now it is the turn of Swiss banks to discuss how they approach the German ...
EXCLUSIVE: A Walk Around Germany's Single-Family Offices Sector – Part 1
As it is high time that this news service took a deep dive into the German single-family offices sector, we talked to some of the country's banks who serve it, and set out the scale of what this sector holds. ...
Family Offices Aren't Shunning Risk, But Getting Smarter – Citi Private Bank
After its survey emerged a few weeks ago, Citi Private Bank spoke again to this news service about the insights it gleaned, and also reflected on why it gained such a large increase in responses this year. ...
EXCLUSIVE: LNG – A Growth Driver For Three Groups Of Single Family Offices
Demand for liquified natural gas, aka LNG, is high amidst a global energy crisis, magnified by Russia's attempted conquest of Ukraine and the aftershocks of the pandemic. We look at family offices that are tappi...
EXCLUSIVE: Europe And North America – Single Family Offices Compared
The extended coverage of single family offices by Highworth Research's database – working with WealthBriefing - throws up all kinds of useful data points for people tracking the sector. ...
Borrowing Against Securities - What Family Offices Should Consider
What sort of issues should wealthy families consider in raising finance against assets such as listed equities and other securities? ...
WEALTH TALK: Focus On Private Banking Results
In this episode, we talk about a raft of private banks’ results for the first quarter and developments around blockchain. ...
Round-up Of Quarterly Wealth Management Financial Results
Here are the main quarterly results for major banking groups around the world so far in the latest results season. The results focus on the wealth management sides of banks....
OCBC Grows Fees A Fifth Led By Wealth Management, Profit Falls
A 10 per cent fall in OCBC's quarterly profits points towards a difficult period ahead for Asian lenders, as market volatility continues to spook investors. ...
ANZ Wealth Revenues Up In Asia, Group Profit Solid
...
Focus On Ireland As A Growing Financial Hub
Michael D’Arcy, former Irish minister of state at the department of finance, discusses the outlook for fund management in Ireland on the 25th anniversary event of Mediolanum International Funds, where the futu...
Niche Carmignac Fund Aims To Win Big In Family-Owned Companies Space
We talk to a manager of a fund that concentrates on family-owned businesses, and these can range from the small to the very large, with their own idiosyncrasies and return characteristics. ...
Focus On Long-Term Investment Opportunities – Baillie Gifford
Faced with soaring inflation, rising interest rates and geopolitical conflicts, investment managers at Baillie Gifford in Edinburgh discuss with WealthBriefing where opportunities lie in the longer term, in what...
Helping Professional Fund Investors Build A Proven Track Record
This publication recently interviewed SharingAlpha, a business that takes the ranking of funds and assessment of their track records to a new level, and thereby helps buyers of funds to get a clearer idea of the...
Lifting The Fog On ESG's Data Problem
Calls are growing for accurate high-quality ESG data that is assessed under a global standard. Otherwise sustainable investing has no foundation for achieving what the world is expecting from it. ...
Managers Hone 2021 Investment Opportunities
January is typically when fund managers post where opportunity is knocking in a year expected to deliver a broad recovery. A round up of views on China, reporting impressive GDP growth this week; the ongoing val...
Stonehage Fleming Leans Into Tech, Healthcare
A desire for delivering above-average organic growth, and firms that have a strong culture and focus on innovation has led the manager of a fund to hold some of the biggest names in modern commerce. He explains ...
Managing Autocracy Risk Is Big Wealth Protector
A quick perusal of news headlines underscores why the risk of holding firms exposed to dictatorships, seizure of assets, sanctions and disruptions must be closely managed, to an extent that arguably is not yet f...
Value And Growth – Japan’s Promise And Performance
This news service recently talked to a UK-based investment house that concentrates on Japanese investments and the opportunities it sees building in the country. ...
Emerging Markets In 2023: Short-Term Pain Before Long-Term Gains
LGT Wealth Management joins the chorus of firms talking about investment issues and challenges at the start of a new year. ...
Cash-Rich Firms Can Tap M&A Opportunities As Rates Rise
Companies with plenty of cash stand to benefit from the M&A opportunities that can be thrown up in the air when credit conditions tighten, as they are at present. The author of this article, a fund manager, delv...
Seeking A Sustained Asia Rebound Amid Rising Risks
PineBridge Investments asks what sort of market rebound in Asia is likely at a time of economic and geopolitical risks. ...
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 operating in such spaces agrees, but has also warned that the pricing of conventional green debt means that it can s...
UK Budget Changes for Islamic-Compliant Finance
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Middle Eastern wealthy to pull out of Europe and US
The hard won confidence of Muslim investors by western private banks could be the one of the first casualties of the war in Afghanistan. Ane......
WealthBriefing's Tech And Ops Trends In Wealth Management Research Report
The annual report is an important part of the work that the publisher of this website does in illuminating the details that can make or break a wealth management organisation. ...
BNP Paribas' Wealth Arm Builds German Business Momentum, Broader Growth Beckons
The Paris-based group, which operates in a number of countries, spoke to this news service about its business growth in nations such as Germany, as well its work in hubs such as Singapore and its Asian growth pr...
Tech Traps Wealth Managers Must Avoid 2023
The latest edition of our regular "Tech Traps" reports. ...
New Research: An Update On Family Office Efficiency In Accounting, Investment Analysis
This news service is joining forces again with FundCount to examine how technology is making family offices' work processes more efficient and effective. ...
Tenth WealthBriefing Tech & Ops Trends Report
Here is our 2022 Technology and Operations Report, a regular overview of the trends affecting the wealth management industry and the technology that it uses. ...
New Report On How Bahamas Pushes Forward As IFC
This is a mini-series on The Bahamas Financial Services Industry. ...
The Bahamas: A Complete And Compelling Choice - Part 2
This document sets out areas that continue to preoccupy financial services professionals working in The Bahamas. ...
Credit Suisse Closes Taiwan Bank Branch, Shelves Private Bank Plans
Credit Suisse is closing its Taiwan bank branch and has shuttered plans for a Taiwanese private banking facility amid a large-scale cost cutting drive at Switzerland’s number two bank. ...
Wealth Managers Continue Their March Into UK Regions
Wealth management firms are continuing with their planned UK regional expansion despite the unfavourable economic and investment environment....
The Bahamas' Push For Climate Justice, Tapping Digital Assets Growth Story
The Caribbean jurisdiction has been through its fair share of challenges. Today, the international financial centre says it is very much on the front foot in areas ranging from climate finance, digital assets, f...
The Bahamas: A Complete And Compelling Choice – Part 1
The document has been put together by the Caribbean jurisdiction's financial services sector alongside this publication. This is the first of a two-part series. ...
How Citizenship/Residency-By Investment Programmes Evolved - And What's Next
A marker for globalisation and the degree of unfettered movement that people enjoy, the market for so-called "golden visas" - has developed rapidly since early days when dominated by a handful of jurisdictions. ...
Why Residency/Citizenship-By-Investment Visas Aren't Going Away
This news service speaks to a business that has offices in a number of jurisdictions – including Russia – which advises people on visa programmes aimed at wealthy individuals and their families. ...
The Squeeze On Investment Visas – What Should Happen Now?
With these programmes, the subject of this interview says, the benefit is not just in the initial investment but all the investments later on, the taxes paid, the money spent in the economy, and the jobs created...
Dubai Government Doubles Down In Attracting Onshore, Offshore Wealth
We talk to the government in Dubai – at its economic and tourism department – about its objectives for the jurisdiction's financial services hub and how it fits into the wider region, and beyond. ...
Making An Impact - In Conversation With Big Issue Group's Nigel Kershaw
WealthBriefing talks to a prominent figure in the UK philanthropy/impact investing world, involved with Big Issue Invest and The Big Issue Group. For much of his life, Nigel Kershaw has worked in the space, foun...
Taking Risks Out Of Philanthropy
We talk to law firm Farrer & Co and a lawyer working in the charities area about the kind of themes emerging in the philanthropy sector in the UK. ...
Philanthropy In Testing Times: A Transatlantic Perspective
Whether it is sunset clauses on foundations, arguments about purpose, help with clients about complexity, or other tasks, the role of philanthropic advice isn't a "soft" topic for wealth managers and banks. This...
Bringing Great Eye Vision To The Poor – A Hong Kong Philanthropist's Tale
Chen’s philanthropy journey throws light on an important aspect of charity that can be overlooked. And his story also highlights lessons that advisors can share with clients on the topic. ...
Asset Allocation For Philanthropists Gets Tough
Rising inflation, falling stock markets, pleas for help and donors' own financial constraints mean that charities' coffers are strained. How should asset allocation and liquidity be managed at such a time, or sh...
Cazenove Capital Eyes Strong Donor Advised Fund Demand
Donor-advised funds are a turn-key solution for rapidly building a philanthropic toolkit and getting past some of the snags involved in creating charities, the UK wealth management firm has said after launching ...
GUEST ARTICLE: Sink Or Swim - Don't Forget The VAT On Luxury Yachts
Owners of superyachts who haven't got their value added tax affairs in order could run aground, warns an expert on the sector. ...
FEATURE: Crowdfunding Goes For The Frontier As Model Evolves
The capital-raising model known as crowdfunding is spreading to frontier/emerging markets. This article looks at a UK-regulated platform that recently started in business. ...
New Service Taps Need To Efficiently Re-Segment Clients, Move Declared Money
As wealth managers shake up client segments and change offshore models, a service has been launched in Europe so that hundreds of billions of flows of client money between affected firms can be handled painlessl...
Summary: New Kids On The Block In European Wealth Management
As the half-way point of 2012 nears, this publication looks back at some of the new arrivals in the industry since the start of the year. ...
Interview - Cheap Valuations Look Tempting In Argentina
Argentina has been through difficult economic times but it is still the second biggest LatAm economy and there are signs that developments are turning more positive, an investment firm argues....
Property Derivatives: The Next Big Thing for Private Investors?
Property derivatives are likely to become an increasingly attractive investment vehicle for private investors, according to Investec Private......
With Outsourced CIO Models, There's No Substitute For Experience – SEI
We talk to the Oaks, Pennsylvania-headquartered firm about its outsourced CIO business and the dynamics shaping it. ...
The Good, The Difficult And The Stable – What Headhunters See Around The World
We talk to wealth management headhunters in North America, Europe, Middle East and Asia about what they see as the important trends in the industry right now. ...
IQ-EQ Says US Wealth, Family Offices Sector Holds Big Opportunities
We talk to the group about its views on the potential, and the needs, of sectors such as US family offices. The firm has been in expansion mode worldwide, including North America. ...
Singapore's Seviora Capital Intensifies Focus On Asian Food, Agriculture
Asia, which is home to 60 per cent of the world’s population, will need to produce more using fewer resources to feed its growing population. ...
IQ-EQ Taps Into Gulf Region's Wealth Bonanza
Shortly after announcing new operations in Abu Dhabi, the investor services group talked to this news service about its business approach. ...
Learning From The UK "De-Banking" Furore – A Modern Bank's Perspective
A new financial services firm that calls itself a "Coutts-Revolut" hybrid reflects on the recent "de-banking" saga in the UK and why some of the attitudes and behaviours on display should be avoided if UK bankin...
Asia Has Less Envy And More People Striving For Wealth
Social envy of wealth is much lower in parts of Asia than in many European nations – arguably a reflection of the ascent of a large and growing middle class in Asia. No wonder wealth managers are heading eastw...
Family-Owned Businesses Withstand COVID Assaults
Credit Suisse Research Institute has published its latest findings on the resilience of family-owned companies across global territories, and how they have performed against their non-family counterparts in thes...
Summary Of Wealth Management-Related MBAs, Post-Grad Courses - Updated
There is much talk in the wealth industry about the importance of talent management but what institutions work to develop the skills and aptitudes? Here is a list from organizations around the world. ...
EDITORIAL COMMENT: Rich List Prompts Thoughts On Inequality, The Need For Robust Defence Of Capitalism
The publication of the Sunday Times Rich List comes at a time when the academic and policymaking world is becoming exercised again about inequality. The wealth management industry cannot afford to ignore this is...
EXCLUSIVE: Report Questions The Quality Of Social Media Activity Among Private Banks
The overall quality of social media activity among prevalent global wealth managers and private banks has “not improved noticeably” over the last year, Swiss firm MyPrivateBanking says in a new report....
Advanced HNW Planning Benefits "Negated" By Outdated Estate Plans - New Study
Three-quarters of estate plans relating to HNW clients are at least three years old, yet an overwhelming 95 per cent of these clients have experienced “significant changes” since the plans were drawn up, a n...
Non-Doms, Fairness And Family Enterprise – In Conversation With Philip Marcovici
While debate appears open on whether and how the UK's non-dom system will disappear, we talk to a lawyer, author and expert about how wealthy international citizens are taxed, and what's needed to square the dem...
Sparing No One: Cross-Border Taxation of Globally Mobile Individuals – Part 2
This article continues to examine – via the circumstances of Prince Harry and Meghan, the Sussexes – the issues that arise when a taxpayer is subject to tax in two countries such as the US and UK. This is th...
Sparing No One: Cross-Border Taxation of Globally Mobile Individuals - Part 1
This is the first of a highly detailed examination of cross-border tax issues for individuals living overseas and often using multiple jurisdictions. ...
Soaring Inheritance Tax Receipts Highlight Need For Reform
Inheritance tax receipts are rising, and this suggests that tax brackets are capturing a wider section of the population than was envisaged when such levies started more than a century ago. ...
As UK Raises Taxes, Where Do Venture Capital Trusts Fit In?
Investment vehicles that have certain tax advantages over time are more popular when certain entities, such as pensions, are squeezed as governments try to raise revenue. The author of this article makes the cas...
Women And Wealth: Minimising The Inheritance Tax Burden
This practitioner examines the knowledge gap between women and men where IHT is concerned; and what measures, as they become primary wealth holders, women should take. ...
Exclusive: FIS Focuses On AI’s Wealth Management Role
Russell Andrews, head of wealth and asset management EMEA, capital markets at Florida-headquartered Fidelity National Information Services (FIS), discusses with this news service how wealth management will evol...
How T3 Experts See Artificial Intelligence
AI may not have dominated discussions at the recent annual T3 conference in Las Vegas, but nonetheless, it remains a key topic for wealth advisors. ...
How AI Can Raise Wealth Management Game In The Gulf
With artificial intelligence technology gathering headlines and stirring controversy – and excitement – we examine how it could affect private banking and wealth management in the Middle East. ...
An Economic Era Of Data Democratisation?
The author of this article talks about the economic background of inflation and economic difficulties to argue that the "democratisation of data" is key to driving innovation in such a time. ...
Where Next For Banks And Digital Assets?
The rout in prices of cryptocurrencies and certain entities last year shook the sector and has left banks, wealth managers and other asking lots of questions. This article addresses some of them. ...
Exclusive: Wealth Management 2.0 – The Big Opportunity That Only Technology Can Deliver
Camille Vial, who is the CEO of Mirabaud, the Swiss private bank, and Max Chuard, CEO of Temenos, the Swiss technology firm working in the financial space, recently had a conversation on where they see tech tren...
INTERVIEW: Wealth Managers Must Get Proactive About Handling Elder Abuse
This news service talks to a UK-based law firm about the problem of "elder abuse" – a term covering a variety of topics. Adults aged over 50 control more than 70 per cent of the nation's wealth. The stakes for...
Challenges For Multi-Generational Families Over Succession
A take-home point from this article is that for multi-generational family firms to navigate succession smoothly, planning is key. ...
The Problem With Death And Taxes - Analysing A Recent Case
In succession planning, those involved in arrangements need to take into account unforseen events that might go against the plan. The author of this article considers a recent case in the UK. ...
Will The Pandemic Cause More Contested Will And Estate Cases?
The author of this piece, a partner at law firm Stevens & Bolton, asks what the virus and associated turmoil will do to estate and succession plans, such as whether more wills will be fought over. ...
Should Trustees Be Worried About Global Warming?
What should those who hold and run trusts think about climate change and the consequences that are said to come from it? A senior figure from offshore law firm Ogier, in Jersey, considers the terrain. ...
Law Of Unintended Consequences - Inheritance And The Pandemic
Mistakes over estate planning come to light when, as a result of COVID-19, families can be hit with large and unexpected bills for inheritance tax. Some gifts can "go wrong". One particular rule that needs to be...
The Bahamas: A Complete And Compelling Choice – White Paper
This news service is delighted to unveil the full edition of the Bahamas-focused publication that ranges across topics from digital assets to investment analysis. ...
The Bahamas: A Complete And Compelling Choice – Part 4
In the final part of a four-part series, this news service issues a report about developments in the Caribbean jurisdiction. ...
New Report: How Wealth Ecosystem, Healthcare Interact
The boundaries between health and wealth increasingly intersect and a new report from China's Hywin in conjunction with this news service explores the many facets. ...
Research: Tech & Ops Wealth Trends In Wealth Management 2023
The 26-page report examines the issues and concerns affecting the shape of technology and operations in the world's wealth management sector. ...
Winning Women In MENA: How Wealth Managers Can Help Further Female Empowerment
A new report from this news service, in partnership with First Abu Dhabi bank, explores what HNW women in the region want from advisors, and why it is also important for firms to understand and serve these clien...
Jersey Finance Report On Digital Assets, Crypto-Currencies
A new report, published with the island's financial promotional organisation, sets out the issues in and around digital assets and crypto-currencies such as bitcoin. ...
Focus On Investment Opportunities In China – Chartwell Capital
As investors struggle to decide where to put their money, Ronald Chan, founder and CIO of Chartwell Capital, an investment firm based in Hong Kong, discusses with WealthBriefing investment opportunities in China...
Crux Asset Management Eyes Indonesian Promise
We talk to an asset manager running Asia ex-Japan equities who argues that there is a strong and improving case for being overweight on Indonesia. ...
What Does India Have To Offer Investors In 2021?
As one of the world’s great emerging market economies, how should India figure in the portfolios of high net worth individuals, particularly when considering the risks and consequences caused not just by the p...
Bordier & Cie Smiles On Vietnam Potential
The Swiss firm has partnered with a Vietnam-based bank as part of a strategy to build business in Southeast Asia, reflecting a trend of Western banks partnering up with local institutions to tap into the Asian g...
Chinese-Style Capitalism - A Personal Perspective
The author of this article argues that in some respects China is arguably more committed to free enterprise capitalism than is the case in the West. (Much depends, of course, on how one defines "capitalism".) Wh...
Swiss Bank Consolidation Chatter Shows How Scale Dominates Thinking
Regardless of the truth of specific rumours and media stories, the idea that more Swiss banks might tie the knot suggests that consolidation and a desire for scale – given the tumultuous events of last year ...
Asia's Singlife Sees Big Wealth Management Market Potential
In September, Singapore's Singlife said that it intended to merge with Aviva Singapore, and this created an opportunity for this news service to talk to the firm about the role of life insurance in the wealth ma...
WEALTH TALK: Focus On Possible Bank Mega-Merger
It may be a speculative story at this stage, but a recent report, quoting unnamed sources, saying that the heads of UBS and Credit Suisse were considering a possible merger has been one of the most-read articles...
WEALTH TALK: Focus On Financial Tech M&A
This publication discusses one of the largest M&A deals to affect the data and information services used by the financial sector in recent years. ...
The Refinitiv Deal: What It Means For Wealth Management
This article examines the London Stock Exchange Group's purchase agreement for Refinitiv, what it might mean for wealth management, and the wider financial industry. ...
GUEST COMMENT: What Are The Ingredients For A Successful Wealth Management M&A Deal?
How can acquiring firms increase the chance of success in an M&A deal in terms of adding long-term value? With so many deals going through, it is time to take stock. ...