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

Compliance
October 22, 2021

Compliance Corner: US Treasury, FATF

The latest compliance news: regulatory developments, punishments, guidance, permissions and new product and service offerings. ...

ESG
October 22, 2021

The Fractious Road To COP26

Stumbling blocks abound for ESG investors and the arrival of COP26 is rattling lawmakers to rise to the moment. Here is a round up of some of this week's activity. ...

Reports
October 21, 2021

Net Income, Wealth Assets Rise At Northern Trust

Net income, revenues and wealth management AuM rose at the Chicago-based financial services group in the third quarter. ...

Strategy
October 21, 2021

Robo-Advisor Deepens, Expands TD Bank's Wealth Prowess

The US banking group, present on the ground from Maine to Florida, talked about a robo-advisor offering that it says will run alongside its existing wealth management business. ...

M and A
October 21, 2021

Raymond James Buys TriState Capital In $1.1 Billion Deal

TriState provides securities-based loans for clients of independent investment advisory firms, trust companies, broker-dealers, regional securities firms, family offices, insurance companies and other financial ...

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. ...