News, Comment & Analysis results for Archive

Alt Investments
2 February 2026

The UK-China Whisky Deal Adds To Trade Momentum

UK Prime Minister Sir Keir Starmer and Chinese President Xi Jinping said that they had reset...

Compliance
2 February 2026

Compliance Corner: Crown Agents Bank, Abu Dhabi Global Market, UAE, Scotland

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

Investment Strategies
30 January 2026

Wealth Managers Continue To Increase Emerging Market Exposure

After emerging market equities outperformed developed ones in 2025 and as investment managers seekk...

Alt Investments
30 January 2026

Citigroup Leans Into "Democratisation" Of Private Markets Theme

Private clients at the bank in Asia and the Middle East are being targeted by the change, part of a...

Surveys
30 January 2026

Allocations To Private Market Investments To Climb In 2026 – Hamilton Lane

US-headquartered private market investment firm Hamilton Lane, which has $1 trillion in assets...

Strategy
29 January 2026

Standard Chartered Becomes F1's Official Wealth Partner

The UK-listed bank says it joins a select group of banks that support the global, glamorous motor...

Investment Strategies
29 January 2026

Caution Is Investment Watchword For UK-Based WELREX

Although taking a broadly "conservative investment" position, the wealth management firm is also...

Compliance
29 January 2026

Asia's Financial Sector Is A Long Way From Modernising Compliance – Survey

One challenge that firms with legacy systems face is trying to reconcile the need to innovate with...

Investment Strategies
29 January 2026

Fewer US Equities, More Europe, Emerging Markets In 2026 – Pictet

Swiss-based Pictet Wealth Management shared its insights on the investment outlook for 2026 at a...

Surveys
28 January 2026

Client Engagement, Staff Retention Are Managers’ Top Priorities – Research

WTW’s Wealth Investments business has identified key challenges and priorities facing the wealth...

Comment & Analysis results for Archive

Company Profiles
6 January 2025

Financial Planning, "Jumbo" Life Insurance And More: In Conversation With Grandtag

We talk to a financial consultancy working in Asia with HNW and UHNW clients. In particular, the...

Investment Strategies
19 December 2024

2025 Private Credit Predictions: An Expert Perspective

A 26-year veteran of the alternative investments sphere – including private credit – explains...

Investment Strategies
18 November 2024

US Equities, Dollar Delivers Ringing Endorsement Of Trump. What Now? – WELREX - Part 2

We publish the second part of this analysis which examines the implications of the US presidential...

Investment Strategies
14 November 2024

US Equities And Dollar Have Delivered Ringing Endorsement Of Trump. What Now? – WELREX - Part 1

The first in a two-part detailed analysis about what the financial markets could do in the next...

Alt Investments
4 November 2024

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,...

WM Market Reports
15 October 2024

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...

Tax
1 October 2024

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...

Strategy
10 September 2024

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...

Company Profiles
17 July 2024

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...

Strategy
26 June 2024

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...