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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
What’s New In Investments, Funds? – St James’s Place
The latest news in investment offerings, financial products and other services relative to wealth advisors and their clients. ...
Who’s Moving Where In Wealth Management? – FNZ, Lombard Odier IM, SimCorp
The latest moves, appointments and personnel changes among wealth management and related organisations in the UK, the rest of Europe, the Middle East, Africa and select international locations. ...
Lombard Odier Prefers US Over EU, Emerging Market Equities In 2025
Geneva-headquartered global wealth and asset manager Lombard Odier has just published its latest investment and economic outlook for 2025, assessing asset classes globally. ...
EFG Private Bank Names New UK Wealth Planning Head
EFG Private Bank, the UK-based private banking arm of Zurich-headquartered EFG International, a global private banking group offering private banking and asset management services, makes senior hire. ...
UK Competitiveness Faces Twin Threat Of Non-Dom, Visa Changes
Two changes – the end of the UK resident non-domicile system and the end of the old Tier 1 investor visa regime – combine to make the UK a less attractive place for such persons and therefore hurt the countr...
EXCLUSIVE: Winners Of 12th Annual WealthBriefing Swiss Awards
Here are the winners of last evening's awards ceremony in Geneva. ...
Award Winners
WealthTalk - Awards Videos
Wize By Teamwork's Central Application Supports Growth
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WealthTalk - From The Editor’s Desk Videos
WEALTH TALK: UK Millionaires And Non-Doms Depart – The Impact
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WealthTalk - Expert View Videos
WealthTalk – "Autocracy Risk" And What It Means For Investors
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