Data from a members’ club for family offices, shows a sharp rise in appetite for distressed and special situations and the UK, while support for first-time funds and emerging managers has fallen.
The Swiss regulator has revised its rules on video and online identification to accommodate electronic IDs, as firms weigh strict anti-money laundering checks against slow client onboarding.
The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients.
This news service speaks to the head of the international private bank at Barclays to talk about its strategy and recent developments such as the opening of a booking centre in Singapore.
In line with a number of firms, Edmund Shing (pictured) at BNP Paribas Wealth Management is positive on the outlook for emerging market, US and Japanese equities.
That is the view of Kevin Andrews (main picture), chief operating officer at Bentley Reid, who has contributed to WealthBriefing’s forthcoming AI in Wealth Management research report . His ...
Citigroup, or Citi, has appointed former Morgan Stanley senior figure Michael Zezas (main picture) as research head. He is taking on the role from Rob Rowe, who held the position ad interim. At ...
The findings come from the Art Basel and UBS Survey of Global Collecting 2026, compiled by Arts Economics. It draws on responses from 3,100 high net worth individuals in the US, UK, Mainland China, ...
The private banking arm of the US group surveyed 125 of what it called international family offices to discover what’s uppermost in their minds.
Listed equities' rebound Back with MSCI, the group found that the rebound in private equity came alongside an even stronger rally in listed equities, with the MSCI ACWI IMI Index returning 15.1 per ...
Such indices, while the methodology can be debated, form part of how wealth managers and others can judge which jurisdictions are getting friendlier to market economics, private property rights and ...
The latest moves and appointments for wealth management roles in the UK, and other parts of Europe, the Middle East and select international locations.