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Latest Comment & Analysis
2025 Private Credit Predictions: An Expert Perspective
A 26-year veteran of the alternative investments sphere – including private credit – explains what 2025 may hold for an area that has expanded rapidly in recent years. ...
The Bahamas: A Complete and Compelling Choice 2024
This publication carries a spread of articles and insights about the Caribbean jurisdiction. ...
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 election result and what they mean for specific asset classes. ...
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 year, and how the arrival of a new US administration affects risks, asset allocation and positioning. ...
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, to hold these amidst geopolitical troubles. There will always be arguments about just how correlated these items ...
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 illuminating the details that can make or break a wealth management organisation. ...
Latest News
Japan And India – A View From Chikara
This news service has spoken to a UK-regulated fund management house about its investment approach to Japan and India. ...
Who’s Moving Where In Wealth Management? – 7IM, Hunters Law, Northern Trust AM
The latest moves, appointments and other personnel changes in wealth management for the UK, rest of Europe, the Middle East and other select jurisdictions. ...
KKR Reports Gain In Q4 Net Income, AuM Rises
One of the top-tier global players in private market investment, KKR reported Q4 and full-year 2024 financial figures yesterday. ...
SCB Julius Baer Names New CEO
SCB Julius Baer, the wealth management joint venture between Thailand’s Siam Commercial Bank and Swiss private bank Julius Baer, makes senior hire. ...
Moonfare Expands Reach Down Under
Moonfare is an example of a platform that has, it says, widened access to private equity and similar assets which were once the preserve of the ultra-wealthy and large institutions, typically mediated via invest...
Deals Of The Day: The Latest In Wealth Management M&A – Brooks Macdonald, LIFT
The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...
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Wize By Teamwork's Central Application Supports Growth
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WEALTH TALK: UK Millionaires And Non-Doms Depart – The Impact
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WealthTalk – "Autocracy Risk" And What It Means For Investors
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