Wealth
Navigating the complex tax obligations of American citizens living abroad, the $50 billion investment advisor Moneta Group is expanding its reach. The firm has launched Moneta Global Wealth in partnership with London-based Thomson Tyndall to manage the cross-border financial needs of expatriates and international family offices.
Wealth
Wealth platforms struggle to integrate private market assets, leaving new fund structures like LTAFs with limited reach. Tom Douie, CEO of PM Alpha, argues that the industry’s obsession with creating complex fund wrappers ignores the fundamental problem: existing infrastructure is ill-equipped to handle the distribution of these alternative investments.
Wealth
Wealth management professionals and firms across Europe can now submit entries for the 15th annual WealthBriefing European Awards, a program established to recognize leadership, innovation, and client service standards. The competition aims to highlight excellence across private banking, family offices, and specialized fiduciary sectors.
Wealth
Swedish investment firm EQT has secured a multi-year sponsorship deal with the UK’s Emirates GBR team, embedding its brand into the high-speed SailGP championship through 2030. The partnership grants the firm prominent placement on the team's F50 catamaran and exclusive hospitality access across a global race calendar spanning five continents.
Wealth
With the finalization of its Quilvest Switzerland acquisition on July 21, Zurich-based EFG International has pushed its total assets under management past the SFr200 billion threshold. This milestone follows a strong first half of 2026, during which the private banking group saw its net profit climb by 5 percent.
Wealth
Multrees Investor Services has appointed Helen O’Neill as its new deputy chief executive officer, a move aimed at reinforcing the firm’s executive leadership during a period of rapid industry transformation. O’Neill will partner with CEO Chris Fisher to drive the company’s strategic expansion and commercial objectives.
Wealth
Financial markets are navigating a period of political transition as new Prime Minister Andy Burnham takes office, appointing John Healey as Chancellor of the Exchequer. The move signals a potential pivot toward increased defence funding and a more interventionist economic strategy, setting the stage for a critical autumn budget assessment.
Wealth
State Street Investment Management has overhauled its European leadership with three senior appointments, while Keyridge Asset Management looks to bolster its UK distribution strategy by recruiting a veteran from Liontrust to spearhead regional sales efforts across the country.
Wealth
The 20th edition of the Henley Passport Index reveals a stark paradox: while average visa-free access has nearly doubled to 108 destinations since 2006, the Global Peace Index reports its bleakest findings in two decades, with international conflict rising for the twelfth consecutive year across the globe.
Wealth
Artificial intelligence is doing more than automating office tasks; it is fundamentally altering how capital markets function. The CFA Institute has launched a new research series aimed at helping regulators and industry leaders move beyond reactive measures to address systemic changes in price formation and market integrity.
Wealth
Shares in Julius Baer dropped 3.93 per cent yesterday, despite the Zurich-based private bank posting a record net profit of SFr673 million for the first half of 2026. While the results showed a 128 per cent year-on-year surge, the market reaction signaled investor indifference to the bank's latest financial milestone.
Wealth
Shares of Switzerland’s second-largest bank fell 3 percent Tuesday, even as Julius Baer reported record first-half profits that surpassed analyst expectations. The market reaction highlights a persistent skepticism among investors regarding the sustainability of the bank's growth and the quality of its revenue streams following recent credit losses.
Wealth
Matt Norris, head of real estate at Gravis, expects a strong 2026 for the VT Gravis UK Listed Property Fund, driven by structural socio-economic shifts and a wave of strategic M&A. As interest rate environments stabilize, Norris argues that listed property assets are poised to outperform broader equity markets.
Wealth
Hong Kong is emerging as the primary gateway for European capital seeking a foothold in Asian markets, with BNP Paribas reporting a surge in clients establishing local family offices. This shift underscores the city's role as a strategic connector for cross-border investment despite intensifying competition from regional hubs like Singapore.
Wealth
Moving from Mortimer Street to a 16,500-square-foot facility on Tower Bridge Road, Allfunds has unified its dispersed UK workforce under a single roof. The relocation serves as a strategic play to centralize the wealthtech platform’s core functions within its primary regulatory home market in the City of London.
Wealth
LGT Wealth Management, Rothschild & Co, and BRI Wealth Management are aggressively expanding their regional footprints across the UK, securing veteran talent to deepen local client relationships. These strategic appointments reflect a broader industry pivot toward delivering bespoke advisory services outside of London’s traditional financial power center.
Wealth
Private aviation remains a mirror for the ultra-wealthy, where fleet expansion signals confidence and usage rates track the mood of the global elite. While the market is currently experiencing robust growth, recent fuel shortages in the French Riviera have exposed a fragility in the infrastructure supporting this exclusive industry.
Wealth
Dublin-based KBI Global Investors has launched two new sustainable strategies for European and UK markets, signaling a commitment to responsible investing despite cooling industry sentiment. The firm introduced a Global Core Sustainable Strategy and a Global Health & Wellbeing Strategy, aiming to capitalize on long-term demographic and social trends.
Wealth
While trillions in assets prepare to shift between generations, a BNY Wealth survey reveals that over half of ultra-high-net-worth individuals have incomplete transfer plans. Despite the looming scale of this intergenerational move, many families remain disconnected from their own strategies, leaving significant gaps in their long-term financial readiness.
Wealth
Two key investors in Paris-based private investment firm Ardian are set to acquire the 10 per cent stake currently held by AXA, signaling a shift in the company's ownership structure. By exercising pre-emption rights, Assurances du Crédit Mutuel and Wafra will deepen their commitment to the $200 billion firm.
Wealth
Dublin-based asset manager KBI Global Investors is expanding its footprint in the ESG market with two new strategies available to EU and UK clients. The launch includes a Global Core Sustainable Strategy and a Global Health & Wellbeing fund, signaling a firm commitment to responsible investing despite recent industry volatility.
Wealth
When a wealth manager categorizes a client as a Millennial or a Boomer, they believe they are identifying a target demographic. In reality, they are relying on lazy stereotyping that ignores individual nuance, creating a significant business risk during the largest transfer of wealth in financial history.
Wealth
Switzerland-based AMINA Bank has become the first regulated digital assets lender to integrate the Mesh payments network. This move allows clients to verify wallet ownership and deposit stablecoins directly into their banking accounts, bypassing the manual, multi-step authentication processes that have long hampered institutional crypto transactions.
Wealth
Zurich-listed banking technology group Temenos has officially closed its acquisition of additiv, a move designed to bolster its presence in the global wealth management sector. The transaction, settled through a mix of cash and equity, integrates a firm that currently services 30 major financial institutions across the globe.
Wealth
While the renewed Middle East conflict has reignited fears of supply chain instability, most companies remain insulated from the immediate financial fallout. Fidelity International’s latest survey reveals that energy hedging and existing inventory buffers are currently masking the true scale of rising freight and raw material expenses.
Wealth
With a combined 45 years of institutional experience, two long-standing executives are stepping into pivotal new roles at SEB. Niina Äikäs will transition to country manager for Finland, while Sonata Gutauskait-Bubnelien is set to lead the bank’s Baltic division, pending regulatory approvals by September 2026.
Wealth
London-based global thematic investment manager Sarasin & Partners has elevated two internal leaders to the partnership, signaling a focus on long-term continuity within its charities and private client divisions. The firm confirmed the promotions of Tom Lindsey and Ben Gilbert following their multi-year tenures at the company.
Wealth
After two decades of leadership, Malcolm Becker is stepping down as CEO of Bentley Trust (Malta) Limited. Emily Burgess, a veteran of the firm who has climbed the ranks since joining in 2017, will now lead the wealth management subsidiary through its next chapter of fiduciary operations.
Wealth
Documentary filmmaker Louis Theroux will take the stage as the endnote speaker at the annual Jersey Finance private wealth conference in London on September 22. Known for his deep-dive profiles of complex figures, Theroux plans to examine the mechanics of credibility and trust within a fractured global environment.
Wealth
Navigating the intersection of British residency and American tax obligations remains a taxing reality for many expatriates. London-based Arbuthnot Latham is now addressing this friction by launching its Global Direct Service, a discretionary investment platform specifically engineered to bypass the complications of traditional cross-border financial structures for US citizens.
