News, Comment & Analysis results for Archive

People Moves
11 September 2026

Mirova Establishes Sydney Private Assets Team For Energy Transition

Mirova has built its APAC presence from its hub in Singapore, and is now building a team in...

Fund Management
11 September 2026

UBS Closes Fund Distribution, Digital Platform In Shenzhen

Other UBS wealth management platforms in China will be unaffected, the report said. ...

Strategy
11 September 2026

UAE, China Trade Body Sign Private Investment Pact

The organisations are building a platform to enable direct engagement between private investors and...

WM Market Reports
10 September 2026

Research Starts On Major AI And Wealth Management Report

The publisher of this news service is preparing a major report that looks at how AI affects the...

People Moves
10 September 2026

HSBC's Private Bank Appoints Leadership For Family Offices, US Private Bank

Both of the new senior hires previously worked at Citi Private Bank. ...

Comment & Analysis results for Archive

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...