News, Comment & Analysis results for Archive
Regulatory Fines Up In APAC, Europe In 2025 – Fenergo
Dublin-headquartered Fenergo, a provider of digital solutions for client lifecycle management...
Rise In JP Morgan Net Revenue In Q4 2025
The firm concluded 2025 with a strong fourth quarter, with each line of business performing well. ...
Investment Lifecycle, Data Group Opens Hong Kong Office
The company, originating in the US and now operating in regions including Europe, said it services...
Lombard Odier Outlines 10 Investment Convictions For 2026
Swiss private bank Lombard Odier sets out its views on the investment outlook and opportunities for...
UBS Fires Fresh Broadside Against Proposed Swiss Capital Rules
Even if Swiss legislators back away from the proposed tougher capital rules, the story highlights...
HSBC Appoints Chief Commercial Officer For Wealth, Premier Banking
The new C-suite appointment comes at a time when HSBC says it is planning to ramp up its wealth...
Who's Moving Where In Wealth Management? – Fairlight Capital Partners, Pacific Life Re
The latest moves, appointments and personnel changes in Asia-Pacific wealth management. ...
Hedge Funds Earn Strongest Calendar Year Returns Since 2009
With their traditionally high fees, hedge funds haven't always lived up to their marketing hype....
Chinese, US Consumers Critical To The Luxury Goods Sector In 2026 – Berenberg
German-headquartered investment bank and boutique asset manager Berenberg has published its 2026...
OPINION OF THE WEEK: What Asset Allocators Have On Their Plate This Year
The editor takes a brief look at the sort of considerations in play for wealth managers seeking to...
Comment & Analysis results for Archive
2025 Private Credit Predictions: An Expert Perspective
A 26-year veteran of the alternative investments sphere – including private credit – explains...
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...
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...
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,...
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...
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...
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...
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...
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...
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...