Wealth Strategies
12 July 2024

Private Client Investors Yawn At Election Dramas, Equity Appetite Rises

With one of the busiest election years in history – more than 70 around the world – it might...

People Moves
12 July 2024

Who’s Moving Where In Wealth Management? – Fulcrum Asset Management, Dynamic Planner, Others

The latest moves and appointments in wealth management in the UK, the rest of Europe, the Middle...

Market Research
11 July 2024

UBS Report Shows Wealth Growth

UBS has released a new report this week revealing how wealth growth across the world has recovered...

Tax
11 July 2024

Lift Reporting Rule On US Expats' Foreign Pensions – American Citizens Abroad

This story is another example of how the worldwide nature of US taxation means that expats are...

People Moves
11 July 2024

Bank Julius Baer Names New Swiss Market Head

The bank said that the new head, who joined in 2019, has managed his role as market head Germany...

People Moves
11 July 2024

Barclays Names Senior Figure For India, Global Indians Businesses

The newly-appointed manager will run and distribute investment products and services, including...

New Products
11 July 2024

What’s New In Investments, Funds? – Fiera Capital

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

Awards
11 July 2024

Nominations Open For WealthBriefing European Awards 2025

The latest announcement from the awards team from WealthBriefing. ...

WM Market Reports
10 July 2024

Global Wealth Recovered In 2023; Switzerland Remains Top Cross-Border Centre

For all the pressures it has been under, Switzerland remains the world's largest offshore centre,...

People Moves
10 July 2024

Davies Names New CFO

The new CEO will be replacing Davies' senior executive who is stepping down after a tenure of 12...