News
Compliance Corner: Ogier Global, British Virgin Islands
3+ hour, 33+ min ago (320+ words) Wealth Briefing provides news, features and information for the wealth management and private banking industries. In-depth industry profiles and authoritative commentary ensures that Wealth Briefing is the premier supplier of news, content and analysis for wealth managers and private client…...
Pension Pots Face UK Inheritance Hit: Advisors Say Preparations Essential
3+ hour, 23+ min ago (290+ words) Wealth Briefing The IHT net is widening to include private pensions that are not yet used " and those who aren't married or in civil partnerships must guard against the risk of a tax bill at what is already an emotional…...
As Traditional Property Markets Slow, Investors Rethink Defensive Housing Assets
3+ hour, 17+ min ago (806+ words) The following article comes from The Assisted Living Project (ALP), a UK-based property and supported housing organisation. (More about the organisation below this article.)The article examines housing sectors that come with "defensive" qualities when markets are volatile, as they…...
Who's Moving Where In Wealth Management? " Clarion Wealth Planning, Norman K
3+ hour, 23+ min ago (449+ words) Wealth Briefing provides news, features and information for the wealth management and private banking industries. In-depth industry profiles and authoritative commentary ensures that Wealth Briefing is the premier supplier of news, content and analysis for wealth managers and private client…...
Wealth Managers Stress Defence Investment Trend
3+ hour, 23+ min ago (311+ words) Amanda Cheesley Deputy Editor 18 May 2026 Wealth Briefing attended the Guernsey Funds Forum 2026 in London last week " "The Next Trillion" " which reflected on the "1 trillion ($1. 33 trillion) in assets that Guernsey oversees and examined the future direction of the industry. As geopolitical…...
UK Regulator Adds Senior Figures
3+ day, 3+ hour ago (153+ words) Wealth Briefing The watchdog has made two senior appointments for areas covering markets, operations and technology. The Financial Conduct Authority has made two permanent appointments to its executive team: Simon Walls will become permanent executive director, markets; and Johan Sekora…...
Playing Into UK Value Investing For Small Caps At Rockwood Strategic
3+ day, 3+ hour ago (288+ words) Wealth Briefing provides news, features and information for the wealth management and private banking industries. In-depth industry profiles and authoritative commentary ensures that Wealth Briefing is the premier supplier of news, content and analysis for wealth managers and private client…...
Summary Of Senior Moves In Global Wealth Management " March 2026
3+ day, 3+ hour ago (1646+ words) Editorial Staff 15 May 2026 A summary of all the main moves, appointments and personnel changes in the world's main wealth management centres. -- Alex Tamosius " Private Client; -- Andrew Mc Ewan " Commercial Real Estate;" -- Danielle Crawford " Employment and Partnerships;" -- Rebecca Bion " Private Client;…...
Alternative Asset Appetite Rises With Wealth; Private Markets Mature, Studies Say
3+ day, 17+ hour ago (229+ words) Wealth Briefing The wealthier a person is, the more likely they are to hold private equity, hedge funds and other investments that sit in the "alternatives" bucket, a survey finds. Another report points to rising maturation of the field, but…...
Japan's MSI Completes Minority Barings Equity Stake
3+ day, 18+ hour ago (215+ words) Wealth Briefing provides news, features and information for the wealth management and private banking industries. In-depth industry profiles and authoritative commentary ensures that Wealth Briefing is the premier supplier of news, content and analysis for wealth managers and private client…...