Surveys
7 December 2023

Families Unprepared To Pass On Wealth – HSBC Report

HSBC Global Private Banking released its Global Entrepreneurial Wealth Report this week, which...

People Moves
7 December 2023

Who’s Moving Where in Wealth Management? – Capital.com, Evelyn Partners, Others

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

Awards
7 December 2023

Nominations Open For Third Annual WealthBriefing Wealth For Good Awards

This is the third annual Wealth For Good Awards program, now an integral part of this news...

People Moves
6 December 2023

Who’s Moving Where in Wealth Management? – Sarasin & Partners, BCB Group, Others

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

Compliance
6 December 2023

Pictet Admits Helping US Clients Hide Income, Assets; Reaches DPA

The private banking group said it has cooperated extensively with US authorities. In the period...

Alt Investments
6 December 2023

Economic Jitters, US Rate Speculation Lifts Gold To Record – Reactions

Thoughts that the US central bank might ease rates at some point next year, coupled with financial...

M and A
6 December 2023

Deals Of The Day: The Latest In Wealth Management M&A – Evelyn Partners, Harwood Hutton

The latest mergers, acquisitions and corporate actions in the wealth management sector. ...

Asset Management
6 December 2023

Western Hedge Fund Houses In China Shed Jobs Amid Chilly Markets – Report

While China has widened capital markets access to foreign players in recent years, the story might...

Wealth Strategies
5 December 2023

Saxo Stirs Pot With Annual "Outrageous Predictions"

A familiar end-of-year event is when the Danish wealth management and trading platform sets out...

Strategy
5 December 2023

Recession In 2024, Bonds Favoured – Carmignac

Paris-based asset manager Carmignac has just released its 2024 outlook, which discusses the macro...