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Latest Comment & Analysis

Alt Investments
October 14, 2021

CAIS Taps Demand For Wider Alternative Investment Access

Everyone seems to be talking about private market investing - "alternative investment" - these days. A need for advisors and clients is having good seats at the table and being educated about the benefits and tr...

Offshore
October 11, 2021

Pandora Papers: The Rich Are Back In Firing Line

Entrepreneur and surveyor of public attitudes toward wealth, Dr Rainer Zitelmann, takes aim at the latest "leak" of masses of data from firms catering to high net worth individuals. He argues that the affair sho...

Offshore
October 4, 2021

Offshore Centers Look Back, Forward In Uncertain Times

We talk to industry figures in various IFCs in Europe to ask how international pressures and the global pandemic have shaped business and strategy.      ...

Family Office
October 4, 2021

New Research Explores ESG And Family Governance Models

WealthBriefing and Jersey Finance have teamed up to survey and interview family governance experts internationally to discover how sustainability and ESG priorities are playing out in the UHNW space. ...

Strategy
September 30, 2021

Alvarium-Tiedemann Merger: Are Its Global Ambitions Realistic?

A US and London-based multi-family office aim to combine, building an organization with significant presence around the world. Coming at a busy time for M&A in the sector, we speak to the man slated to be CEO of...

Offshore
September 28, 2021

The Bahamas: The Clear Choice For International Financial Services

Here is the 2021 edition of a report about The Bahamas, prepared in partnership with The Bahamas Financial Services Board. ...

Latest News

Technology
October 21, 2021

New Thought Leadership: The Role of Technology in ESG Investing 

InvestCloud and WealthBriefing have teamed up to explore how new technologies can help wealth managers embed ESG into their offerings efficiently. ...

People Moves
October 20, 2021

BNY Mellon WM Names Investment Head For Family Office Arm

The newly appointed figure has worked in the wealth industry for more than 25 years, with experience at UBS and Bank of America, among others. ...

Compliance
October 20, 2021

Credit Suisse Settles With US, Switzerland And UK Over Mozambique Deals

The Zurich-listed bank's settlements and agreements with three regulators follows probes into its loan financing arrangement for the African country's state enterprises between 2013 and 2016. ...

Technology
October 20, 2021

Undisclosed Digital Assets? - Decision Time Is Now

Those individuals buying and holding cryptocurrencies - aka digital assets - may have mistakenly thought they are shielded from tax and other state actions. That's a mistake, argues the author. Owners must plan ...

M and A
October 19, 2021

Acquisitions Propel CI Financial's Wealth AuM Higher

CI Financial has arguably been the most voracious buyer and stake-taker in North American wealth management over the past two years, in terms at least of the number of deals across the US. ...

Reports
October 19, 2021

BNY Mellon's Wealth Revenues Rise In Q3

The US financial group logged a broadly stronger set of financial results for the third quarter, matching performance by most of its peers so far. ...