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Latest News
Class Is In Session: CFA Institute Launches AI Handbook
A sign of how big a deal "AI" is today is that one of the world's main organisations for accrediting and training financial professionals has launched a handbook about it. ...
Calastone Appoints New Chief Commercial Officer, Makes Management Changes
The new COO, who has covered a broad range of disciplines, will play a crucial role in strengthening Calastone's senior leadership. ...
IQ-EQ Sets Up Dubai Operations
The group, which operates around the world, now has offices in 25 nations. The move into Dubai flags how this jurisdiction is increasingly significant and also providing competition for other centres such as Sin...
EXCLUSIVE: Bank Of Singapore Hires Private Banking Veteran To Lead Middle East
The senior figure has been responsible for regions such as Southeast Asia and the Middle East, as well as the business of serving non-resident Indians. ...
Investment House Launches Specialist Digital Asset Financing Business
Amid difficult times for the "digital assets" arena, the new offering will plug some gaps in the financing of this activity, its founders say. ...
VP Bank Changes Executive Management Roles
The new members of the Group Executive Management will bring "international know-how and expertise" the firm said. ...
What’s New In Investments, Funds? – Milltrust, Generali Investments
The latest news in investment offerings, financial products and other services relative to wealth advisors and their clients. ...
First Citizens Buys Most Of Silicon Valley Bank
The collapse of SVB more than a fortnight ago, and its rescue by the agency, has rattled investors and, of course, has been followed by the demise in Europe of Zurich-listed Credit Suisse. The FDIC announced yes...
Saudi National Bank's Chairman Resigns
The chairman of the bank had said almost a fortnight ago that SNB would "absolutely not" be open to further investments in Credit Suisse if there weas a call for more liquidity. Days later, Credit Suisse was bou...
FINMA Itemises Credit Suisse's Bond Write-Down
Last week the Swiss regulator put numbers on the write-downs of Additional Tier 1 bonds that Credit Suisse had issued. These bonds were designed to provide banks with a form of capital buffer. ...
Hong Kong Overhauls Tax, Rules To Attract Family Offices
Hong Kong is competing with rival centres such as Dubai, Singapore and Switzerland to grab a piece of the family office pie. It also wants to signal its ambition to make a complete recovery from the disruptions ...
WealthTalk – Refining Boundaries Of Privacy
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Summary Of Executive Moves In Wealth Management – February 2023
A roundup of moves in the world's wealth management industry. ...
Big Banks Warn Staff Not To Poach Clients From Ailing Rivals – Report
An aspect of the banking problems on both sides of the Atlantic is the attitude of healthier rivals and their approach on whether – or not – to take clients fleeing from stressed firms. ...
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Guest Articles
Helping Clients Use Investment Property For Retirement, Income Diversification
The CEO and founder of a US-based real estate business that harnesses technology talks about the diversfication and control issues in the industry. ...
The Dangers Of Marriage For Older People
It's a hard fact that an ageing population gives rise to a variety of issues. When older people marry, for example, they may be unaware of the potential financial and legal minefields ahead. ...
Tax: A Reputational Risk Tightrope For HNW Individuals
This guest article explores the intersection of tax and reputation, and the attitudes that affect people in their quest to manage tax bills. This subject is particularly poignant at this time of year as tax fili...
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Why Choose Singapore For Your Family Office?
Singapore has become a much more prominent hub for family offices in recent years, and the Asian city state has been encouraging development in the space. This article sets out the reasons why it is becoming a s...
Bite Investments: High Expectations For Digital Growth In Private Capital Industry
We talk to Bite Investments about what's driving asset managers to spend money and time on their technology. ...
Automated Enhanced Due Diligence Using AI
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Register for WealthBriefing today
Gain access to regular and exclusive research on the global wealth management sector along with the opportunity to attend industry events such as exclusive invites to Breakfast Briefings and Summits in the major wealth management centres and industry leading awards programmes
Comment and Analysis
“Our research-driven features explore the most relevant topics for wealth managers, ranging from how technology shapes the industry through to which international financial centres make the largest impact. Our editorial and research teams draw on deep experience to bring readers the insights they need to drive profitable businesses in a fast-changing world.”
Tech Traps Wealth Managers Must Avoid 2023
The latest edition of our regular "Tech Traps" reports. ...
In Tough Times, Private Market Secondaries Can Shine
The venture capital, private equity and other parts of the "private markets" space have been jolted by rising interest rates and, of course, the drama around Silicon Valley Bank. We talk to a Swiss firm playing ...
Developments In Private Bank RegTech – Views From The Experts
Regulatory technology – software that a private bank has to use in order to produce information and analyse it at the behest of regulators – is evolving by leaps and bounds. ...
Time To Change Cross-Border Marketing For Fundraising? A Swiss Example
New Swiss rules affecting external asset managers also have implications for foreign fund distributors and how they directly deal with Swiss high net worth individuals. This article outlines some of the unavoida...
Exclusive: Biotech Sector To Take Off In 2023
Swiss-based BB Biotech’s head investment manager, Daniel Koller, talks to this news publication about the buying opportunity being created by low valuations in the biotech sector. ...
The Squeeze On Investment Visas – What Should Happen Now?
With these programmes, the subject of this interview says, the benefit is not just in the initial investment but all the investments later on, the taxes paid, the money spent in the economy, and the jobs created...
Research Reports
“We’re lucky to have an unparalleled network among the industry, encompassing the most senior executives along with those on the front line across all its segments. This allows us to delve deeply into every issue affecting the wealth industry and also to drive the discourse on key strategic issues.”
Tech Traps Wealth Managers Must Avoid 2023
The latest edition of our regular "Tech Traps" reports. ...
New Research: An Update On Family Office Efficiency In Accounting, Investment Analysis
This news service is joining forces again with FundCount to examine how technology is making family offices' work processes more efficient and effective. ...
Tenth WealthBriefing Tech & Ops Trends Report
Here is our 2022 Technology and Operations Report, a regular overview of the trends affecting the wealth management industry and the technology that it uses. ...
The Bahamas And Resilience Through Testing Times – Latest Report
This is a mini-series on The Bahamas Financial Services Industry. ...
An Overview From EY On Tech Traps Facing The Sector
EY has once again partnered with this publication on our must-read annual report "Technology Traps Wealth Managers Must Avoid." Here, two of its senior consultants highlight key issues for decision-makers to con...
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. ...
Article Categories
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In Tough Times, Private Market Secondaries Can Shine
The venture capital, private equity and other parts of the "private markets" space have been jolted by rising interest rates and, of course, the drama around Silicon Valley Bank. We talk to a Swiss firm playing ...
Regulators Must Craft New Rules For Growing Private Markets
Private market investing has been a constant theme in wealth management over recent years. Are regulations keeping up with this? Given the issues at stake, the industry must work with watchdogs such as the SEC t...
New UK Heat Regulations And Property – What Family Offices Should Know
A new set of rules in the UK, taking force from the start of September, is designed to improve energy efficiency in commercial property. This means that asset owners, such as family offices, have much to think a...
How To Interface Digital Assets With The Family Office
Family offices will need to update their thinking – and their technological capabilities – just as rapidly as they are changing their asset allocation strategies amid a digital assets boom. Here, we dig deep...
"Dry Powder" And "Democratisation" – Trends In Private Market Investing
This publication talks to Broadridge, the financial technology firm, about trends in the private markets investments space, including the much-touted "democratisation" of access and the amount of unspent cash si...
Shift To Perpetual Capital Widens Alternative Assets Access - Blackstone
The investment house, specialising for years in fields such as alternative assets, private equity, credit and forms of real estate for example, is expanding its footprint. And it has talked about the "perpetual...
Comgest's Mood Brightens For Europe, Asia Investments
After a strong start to global stock markets, Franz Weis chief investment officer at Comgest, a growth investor, discusses with this publication in Paris the outlook for 2023 and investment opportunities in Euro...
Exclusive: Why Investors Cannot Ignore India's Promise
David Cornell, CIO at Ocean Dial Asset Management, discusses with WealthBriefing why India is a top place in which to invest and why he is optimistic about prospects for firms in the country. ...
Cultural Shifts Driving Alternative Lending Growth
More investors are tuning into direct lending and leasing strategies as a way of gaining steady returns and directing their investments into essential UK services. ...
Disciplined Bitcoin Investing Can Pep Up Portfolios - Nickel Digital Asset Management
We talk to a founder of a new London-based investment firm that holds bitcoin. It argues that when managed in a controlled manner, exposure to the cryptocurrency can add valuable returns to a portfolio. Price ac...
What's On Swiss EAMs' Menu Over Coming Years
This news service takes another look at external asset managers in Switzerland and the forces shaping this market in the recent past and over coming years. ...
Big Changes Come For Swiss EAMs; Future Looks Positive
The industry is going through a number of major changes, some of them due to domestic Swiss regulations that are taking force over the next two years. We delve into some of the themes around the sector. ...
Fine Art Finance – A Change Of Perspective For Your Collection
The international law firm gives a brief tour of the fine art investment landscape, a subject of interest to private client advisors, banks and others looking after HNW and ultra-HNW clients. ...
Fractions Of Fine Art – In Conversation With Mintus
The $65 billion-plus fine art market hasn't been an easy one to penetrate for those who aren't uber-wealthy. The "fractionalisation" trend might change that. We talk to a firm in the space. ...
NFTs: A World Of Wealth Beyond Gotham City
While there is much buzz and confusion surrounding NFTs in the media, understanding the reality of this space and what it can offer investors will be essential, the author of this article argues. ...
Art's Courtship With Non-Fungible Tokens: The Legal Territory
Art is subjective, designed to test boundaries and spark conversations, and NFTs have undeniably delivered on both those fronts. Legal specialists examine the rise of the phenomenon and explain a number of legal...
Stored Away: There's So Much Art Available For Market
We talk to Overstone Art Services, a UK-based organisation, about the state of the world's fine art market and how so much potential material is stored away and available for being transacted or lent against. ...
Managing the Family Art Collection As A Business
An art and investment expert argues that just like a family business, every family art collection needs management both for itself and in order to share it with the outside world. ...
Focus On Investment Opportunities In India – Lombard Odier
Stéphane Monier, chief investment officer at Swiss private bank Lombard Odier in Geneva, discusses the driving forces behind India’s expected economic growth in 2023, with the country’s economic ambitions g...
HNW Individuals' Public Profiles Risk Reputation Threats
Social media and the constant flow of news puts HNW people under intense scrutiny. Here is an article suggesting ideas on how people can guard their reputations. ...
Exclusive: Diversified Portfolio Key For Investors – Kingswood
Despite the better-than-expected rise in UK GDP in May, investment managers believe that the possibility of the UK entering a recession in 2022 looms, as well as in Europe and the US, and discuss where investors...
"No Fault Divorce" – Only A Tick Box Away From Separation
A change in law affecting England and Wales came into force from early April, changing the landscape for divorce law. ...
No Time To Write off Inter-Dealer Voice Brokers
In an increasingly digitalised trading environment, this guest writer looks at the future for voice-brokered transactions. Are they heading for redundancy? And, if so, how shortsighted is the bet on electronic o...
The Case For Avoiding GameStop Craze
The surge in retail investor trading in shares such as computer games retailer GameStop, cinema chain AMC and now the silver market, has prompted warning noises from regulators and considerable media chatter. Wh...
Developments In Private Bank RegTech – Views From The Experts
Regulatory technology – software that a private bank has to use in order to produce information and analyse it at the behest of regulators – is evolving by leaps and bounds. ...
Time To Change Cross-Border Marketing For Fundraising? A Swiss Example
New Swiss rules affecting external asset managers also have implications for foreign fund distributors and how they directly deal with Swiss high net worth individuals. This article outlines some of the unavoida...
Foundations For Effective Corporate Governance
The author argues that UK regulatory expectations largely date back to the financial crisis. At that time corporate governance practices were not effective in safeguarding against excessive risk taking in a numb...
How Can HNW Individuals Benefit From Litigation Funding Boom?
Litigation funding is an area that can make headlines when a major court case hits the headlines. What is this market about and how can wealthy individuals get a piece of the financial pie? ...
The Power Of Nuptial Agreements In English Courts
As the authors of this article explain, nuptial agreements are not automatically binding in the English jurisdiction; instead they are only one factor for the Family Court to consider, among many others, when ex...
Editorial Comment: Danske's Dirty Money Settlement Shows Complacency Isn't An Option
We reflect on how, at the end of 2022, US and Danish regulators imposed a $2.06 billion settlement on Danske Bank over the dirty money scandal at its former Estonia branch. The affair, concerning laundering of m...
Fossil Fuels And Transition: What's The Direction Of Travel?
A commentator on ESG and sustainability talks to this publication about the transition from fossil fuels – not necessarily a straightforward process, as suggested by the disruption to global energy markets cau...
Pushback Against ESG: Collective Action Or Collective Suicide?
The supposedly remorseless drive against carbon-based energy towards areas such as wind, solar, hydrogen, biomass and other technologies has, among other events, been interrupted by Russia's squeeze of gas expor...
Greenwashing: How Big Is The Problem And How To Fix It?
With the rush of money into the area of "green" and ESG investing, a concern arises about how faithful investments are to such ideas. Greenwashing has become an oft-repeated concern. We talk to a wealth manageme...
Weapons Manufacturing Is Not Sustainable. No Ifs Or Buts
The following article comes from an organisation that thinks it is not acceptable for ESG investors to think there is a place for arms in portfolios, as may have been suggested recently amid the Russian invasion...
EDITORIAL COMMENT: BCG Highlights Wealth Managers' Sustainability Prize, Challenges
The issues around sustainability unsurprisingly get big treatment in the annual Boston Consulting Group overview of wealth management trends. Here are some reflections. ...
Overcoming UK Pension Investment Inertia Over ESG
We talk to a new UK business that says it helps holders of pension funds to shift into more sustainable investment approaches without some of the demoralising paperwork and delays that often put people off. ...
EXCLUSIVE: LNG – A Growth Driver For Three Groups Of Single Family Offices
Demand for liquified natural gas, aka LNG, is high amidst a global energy crisis, magnified by Russia's attempted conquest of Ukraine and the aftershocks of the pandemic. We look at family offices that are tappi...
EXCLUSIVE: Europe And North America – Single Family Offices Compared
The extended coverage of single family offices by Highworth Research's database – working with WealthBriefing - throws up all kinds of useful data points for people tracking the sector. ...
Borrowing Against Securities - What Family Offices Should Consider
What sort of issues should wealthy families consider in raising finance against assets such as listed equities and other securities? ...
Single-Family Offices - What Do They Own?
The author of this piece, who has access to a comprehensive database of what SFOs invest in, points to a number of eye-catching examples. ...
Book Review: The Family Office, By William Woodson and Edward Marshall
A new book exploring the details and challenges faced in creating and managing a family office was published earlier this year. Written by two figures well known to this news service, it is a comprehensive guide...
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. ...
WEALTH TALK: Focus On Private Banking Results
In this episode, we talk about a raft of private banks’ results for the first quarter and developments around blockchain. ...
Round-up Of Quarterly Wealth Management Financial Results
Here are the main quarterly results for major banking groups around the world so far in the latest results season. The results focus on the wealth management sides of banks....
OCBC Grows Fees A Fifth Led By Wealth Management, Profit Falls
A 10 per cent fall in OCBC's quarterly profits points towards a difficult period ahead for Asian lenders, as market volatility continues to spook investors. ...
ANZ Wealth Revenues Up In Asia, Group Profit Solid
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Time Up for Reverse Solicitation? Case Study: Monaco
This detailed explanation of a practice, and how regulators apply it in jurisdictions such as Monaco, sheds light on the world of fund and financial products distribution and marketing. We hope wealth management...
Niche Carmignac Fund Aims To Win Big In Family-Owned Companies Space
We talk to a manager of a fund that concentrates on family-owned businesses, and these can range from the small to the very large, with their own idiosyncrasies and return characteristics. ...
Focus On Long-Term Investment Opportunities – Baillie Gifford
Faced with soaring inflation, rising interest rates and geopolitical conflicts, investment managers at Baillie Gifford in Edinburgh discuss with WealthBriefing where opportunities lie in the longer term, in what...
Helping Professional Fund Investors Build A Proven Track Record
This publication recently interviewed SharingAlpha, a business that takes the ranking of funds and assessment of their track records to a new level, and thereby helps buyers of funds to get a clearer idea of the...
Lifting The Fog On ESG's Data Problem
Calls are growing for accurate high-quality ESG data that is assessed under a global standard. Otherwise sustainable investing has no foundation for achieving what the world is expecting from it. ...
Managers Hone 2021 Investment Opportunities
January is typically when fund managers post where opportunity is knocking in a year expected to deliver a broad recovery. A round up of views on China, reporting impressive GDP growth this week; the ongoing val...
Emerging Markets In 2023: Short-Term Pain Before Long-Term Gains
LGT Wealth Management joins the chorus of firms talking about investment issues and challenges at the start of a new year. ...
Cash-Rich Firms Can Tap M&A Opportunities As Rates Rise
Companies with plenty of cash stand to benefit from the M&A opportunities that can be thrown up in the air when credit conditions tighten, as they are at present. The author of this article, a fund manager, delv...
Seeking A Sustained Asia Rebound Amid Rising Risks
PineBridge Investments asks what sort of market rebound in Asia is likely at a time of economic and geopolitical risks. ...
Steering A Careful Course Around Credit Amid Volatile Times
We talk about rising rates, hot inflation, Russia and much else with a senior figure at an asset management house overseeing more than $500 billion of assets. ...
The March Of The Robots – The Investment View
Use of robots is set to continue, even accelerate, but they will create new industries and roles, rather than displacing humans as sometimes claimed. ...
How Barclays Private Bank Is Positioning Its Portfolios
We talk to the UK-based private bank to ask about its asset allocation stance, its expectations for investment and financial markets. ...
Going Green Can Carry Costs, Warns Advisor On Islamic, Other Finance
Those who are attracted to "Green" investing may also be interested in Shariah finance. A firm operating in such spaces agrees, but has also warned that the pricing of conventional green debt means that it can s...
UK Budget Changes for Islamic-Compliant Finance
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Middle Eastern wealthy to pull out of Europe and US
The hard won confidence of Muslim investors by western private banks could be the one of the first casualties of the war in Afghanistan. Ane......
Tech Traps Wealth Managers Must Avoid 2023
The latest edition of our regular "Tech Traps" reports. ...
New Research: An Update On Family Office Efficiency In Accounting, Investment Analysis
This news service is joining forces again with FundCount to examine how technology is making family offices' work processes more efficient and effective. ...
Tenth WealthBriefing Tech & Ops Trends Report
Here is our 2022 Technology and Operations Report, a regular overview of the trends affecting the wealth management industry and the technology that it uses. ...
New Report On How Bahamas Pushes Forward As IFC
This is a mini-series on The Bahamas Financial Services Industry. ...
EXCLUSIVE: New Research Makes Data Protection Pressures Clear - Part 1
The EU’s General Data Protection Regulation came into force two-and-a-half years ago, yet wealth managers’ travails with this incredibly wide-reaching, complex piece of legislation - and those emulating it ...
New Research: Co-Creation In Wealth Management
This news service launches another in its research paper series in partnership with Finantix. ...
Credit Suisse Closes Taiwan Bank Branch, Shelves Private Bank Plans
Credit Suisse is closing its Taiwan bank branch and has shuttered plans for a Taiwanese private banking facility amid a large-scale cost cutting drive at Switzerland’s number two bank. ...
Wealth Managers Continue Their March Into UK Regions
Wealth management firms are continuing with their planned UK regional expansion despite the unfavourable economic and investment environment....
The Squeeze On Investment Visas – What Should Happen Now?
With these programmes, the subject of this interview says, the benefit is not just in the initial investment but all the investments later on, the taxes paid, the money spent in the economy, and the jobs created...
Dubai Government Doubles Down In Attracting Onshore, Offshore Wealth
We talk to the government in Dubai – at its economic and tourism department – about its objectives for the jurisdiction's financial services hub and how it fits into the wider region, and beyond. ...
New BVI Act Provides Clarity On Virtual Assets
In December, legislation was introduced in the British Virgin Islands for virtual assets. The authors of this article – from Ogier – discuss its impact and what the industry should do. ...
A Wide Set Of Wealth, Business Tools In Jersey: In Conversation With Stonehage Fleming
What sort of structures and entities do clients coming to Jersey want to use? What sort of challenges can a multi-family office such as Stonehage Fleming help them with? We find out. ...
Green Funds, Foundations And Other Qualities: The Guernsey Formula
This news service talks to the organisation that promotes the island's financial services sector about the themes unfolding in the jurisdiction and its place in the wider world. ...
Havens Of Calm In Volatile Times: The Channel Islands
At last, after the lockdowns and restrictions have eased off, this news service spent time in Jersey and Guernsey talking to industry figures about the challenges and opportunities they see ahead. We will be run...
Asset Allocation For Philanthropists Gets Tough
Rising inflation, falling stock markets, pleas for help and donors' own financial constraints mean that charities' coffers are strained. How should asset allocation and liquidity be managed at such a time, or sh...
Cazenove Capital Eyes Strong Donor Advised Fund Demand
Donor-advised funds are a turn-key solution for rapidly building a philanthropic toolkit and getting past some of the snags involved in creating charities, the UK wealth management firm has said after launching ...
Top Considerations When Setting Up Charitable Endowments
Setting up a charitable endowment or foundation is a rewarding experience, but one that family offices and HNW individuals must not take lightly. A London-based figure from the wealth management sector walks thr...
The Giving Season: A Walk Through Philanthropy - ABN AMRO Mees Pierson
In this philanthropy series we talk to the Netherlands-based private banking group about its views about the sector. ...
Transforming Lives With Sports, Art - A Philanthropist's Story
This publication spoke to a prominent India-based philanthropist who has operated internationally. She talked about her campaigns, lessons learned, and thoughts about the state of charity. ...
Philanthropy, Impact Investing Can Work Side-By-Side - Foundation
The director general of Fondation de Luxembourg discussed the largest area of philanthropy. ...
GUEST ARTICLE: Sink Or Swim - Don't Forget The VAT On Luxury Yachts
Owners of superyachts who haven't got their value added tax affairs in order could run aground, warns an expert on the sector. ...
FEATURE: Crowdfunding Goes For The Frontier As Model Evolves
The capital-raising model known as crowdfunding is spreading to frontier/emerging markets. This article looks at a UK-regulated platform that recently started in business. ...
New Service Taps Need To Efficiently Re-Segment Clients, Move Declared Money
As wealth managers shake up client segments and change offshore models, a service has been launched in Europe so that hundreds of billions of flows of client money between affected firms can be handled painlessl...
Summary: New Kids On The Block In European Wealth Management
As the half-way point of 2012 nears, this publication looks back at some of the new arrivals in the industry since the start of the year. ...
Interview - Cheap Valuations Look Tempting In Argentina
Argentina has been through difficult economic times but it is still the second biggest LatAm economy and there are signs that developments are turning more positive, an investment firm argues....
Property Derivatives: The Next Big Thing for Private Investors?
Property derivatives are likely to become an increasingly attractive investment vehicle for private investors, according to Investec Private......
Exclusive: Biotech Sector To Take Off In 2023
Swiss-based BB Biotech’s head investment manager, Daniel Koller, talks to this news publication about the buying opportunity being created by low valuations in the biotech sector. ...
EDITORIAL COMMENT: A High Net Worth Status Ain't What It Used To Be
Inflation is eroding the value of money at a rapid clip, and that means the old minimum sums required to have that "high net worth" designation are arguably out of date. ...
Financial Services – What Will Digital Marketing Look Like This Year?
In 2022, financial service companies are being pushed to significantly bolster their digital marketing efforts. ...
Recruiting, Retaining Female Wealth Managers – What’s Being Done?
As more women are becoming high net worth individuals, the business case for recruiting and keeping more female private bankers and wealth managers is clear. But what are firms doing to achieve this? ...
Rebuilding Trust, Respect For Financial Services
Advisors have had to completely change how they engage with clients over the past two years because of the pandemic. Two-way video chats are the norm rather than an unusual option. Where does the disruption leav...
Editorial Comment: Reflections On Another Turbulent Year, Looking Ahead
Some late-December musings about what the year has meant for the industry and thoughts about what lies ahead. This news service is taking a holiday break and will resume publication from the start of January. Be...
Asia Has Less Envy And More People Striving For Wealth
Social envy of wealth is much lower in parts of Asia than in many European nations – arguably a reflection of the ascent of a large and growing middle class in Asia. No wonder wealth managers are heading eastw...
Family-Owned Businesses Withstand COVID Assaults
Credit Suisse Research Institute has published its latest findings on the resilience of family-owned companies across global territories, and how they have performed against their non-family counterparts in thes...
Summary Of Wealth Management-Related MBAs, Post-Grad Courses - Updated
There is much talk in the wealth industry about the importance of talent management but what institutions work to develop the skills and aptitudes? Here is a list from organizations around the world. ...
EDITORIAL COMMENT: Rich List Prompts Thoughts On Inequality, The Need For Robust Defence Of Capitalism
The publication of the Sunday Times Rich List comes at a time when the academic and policymaking world is becoming exercised again about inequality. The wealth management industry cannot afford to ignore this is...
EXCLUSIVE: Report Questions The Quality Of Social Media Activity Among Private Banks
The overall quality of social media activity among prevalent global wealth managers and private banks has “not improved noticeably” over the last year, Swiss firm MyPrivateBanking says in a new report....
Advanced HNW Planning Benefits "Negated" By Outdated Estate Plans - New Study
Three-quarters of estate plans relating to HNW clients are at least three years old, yet an overwhelming 95 per cent of these clients have experienced “significant changes” since the plans were drawn up, a n...
Soaring Inheritance Tax Receipts Highlight Need For Reform
Inheritance tax receipts are rising, and this suggests that tax brackets are capturing a wider section of the population than was envisaged when such levies started more than a century ago. ...
As UK Raises Taxes, Where Do Venture Capital Trusts Fit In?
Investment vehicles that have certain tax advantages over time are more popular when certain entities, such as pensions, are squeezed as governments try to raise revenue. The author of this article makes the cas...
Women And Wealth: Minimising The Inheritance Tax Burden
This practitioner examines the knowledge gap between women and men where IHT is concerned; and what measures, as they become primary wealth holders, women should take. ...
Undisclosed Digital Assets? - Decision Time Is Now
Anyone who bought into the idea that cryptocurrencies - aka digital assets - such as bitcoin cannot be traced and are a perfect shelter from tax are in for a rude shock. The author of this article, David Lespera...
Do The Super-Rich Really Only Pay A 3.4 Per Cent Tax Rate?
The group called ProPublica recently claimed that data on America's 25 richest people showed that some of them paid very little tax. It published masses of records about wealthy individuals, for example on Jeff ...
Scientist's Tax Offset Delivers Cultural, Family Value
Sometimes objects and their owners have earned a special place in our history and national life. This guest piece looks at the full scope of an IHT scheme used by Stephen Hawking's estate to make valuable tax sa...
An Economic Era Of Data Democratisation?
The author of this article talks about the economic background of inflation and economic difficulties to argue that the "democratisation of data" is key to driving innovation in such a time. ...
Where Next For Banks And Digital Assets?
The rout in prices of cryptocurrencies and certain entities last year shook the sector and has left banks, wealth managers and other asking lots of questions. This article addresses some of them. ...
Exclusive: Wealth Management 2.0 – The Big Opportunity That Only Technology Can Deliver
Camille Vial, who is the CEO of Mirabaud, the Swiss private bank, and Max Chuard, CEO of Temenos, the Swiss technology firm working in the financial space, recently had a conversation on where they see tech tren...
The FTX Collapse: When Mistruths Over Rules, Risk And Impact Spread
ESG investors and boosters should learn from the FTX collapse, for instance what happens if certain mistruths proliferate, and how an anti-regulation sphere such as crypto assets avoid scrutiny. ...
An Overview From EY On Tech Traps Facing The Sector
EY has once again partnered with this publication on our must-read annual report "Technology Traps Wealth Managers Must Avoid." Here, two of its senior consultants highlight key issues for decision-makers to con...
Crypto Assets, Distributed Finance And Wealth Managers' Menus
Family offices, private banks and wealth managers are considering using the infrastructure of digital assets to run their businesses, or investing in them to make money. ...
Challenges For Multi-Generational Families Over Succession
A take-home point from this article is that for multi-generational family firms to navigate succession smoothly, planning is key. ...
The Problem With Death And Taxes - Analysing A Recent Case
In succession planning, those involved in arrangements need to take into account unforseen events that might go against the plan. The author of this article considers a recent case in the UK. ...
Will The Pandemic Cause More Contested Will And Estate Cases?
The author of this piece, a partner at law firm Stevens & Bolton, asks what the virus and associated turmoil will do to estate and succession plans, such as whether more wills will be fought over. ...
Should Trustees Be Worried About Global Warming?
What should those who hold and run trusts think about climate change and the consequences that are said to come from it? A senior figure from offshore law firm Ogier, in Jersey, considers the terrain. ...
Law Of Unintended Consequences - Inheritance And The Pandemic
Mistakes over estate planning come to light when, as a result of COVID-19, families can be hit with large and unexpected bills for inheritance tax. Some gifts can "go wrong". One particular rule that needs to be...
New Rules, Swiss Trusts And Beneficial Ownership Under Microscope
This publication was the exclusive media partner at last month's annual STEP conference for the Switzerland and Liechtenstein industry. The event, held in Interlaken, ranged over topics such as new regulations o...
Achieving Digital Experience Goals With Technology
The author of this article – the second in a series – argues that even in difficult circumstances, financial services organisations should not have to make a binary choice between investing in service excell...
Wealth Management: Technology Platforms, Competition In Challenging Economic Times
Every wealth manager is struggling with the key question of how to balance competing imperatives. This includes cutting costs to protect the bottom line while continuing to innovate to retain and attract digital...
Understanding The Psychology Of The Super Rich
German academic and entrepreneur Rainer Zitelmann explores the psychology of wealth creators. ...
Views On Wealth: Why Most People Don't Admit They Envy Success
Wealthy people are under greater pressure in the era of the "one per cent" to justify what they have. But to what extent is hostility towards the ultra-rich driven by envy rather than a genuine sense of injustic...
Smart Strategies For Growth: A Study Of The UK Wealth Management Industry
Smart Strategies for Growth: A Study of the UK Wealth Management Industry has now been launched, a whitepaper produced by WealthBriefing, in partnership with SS&C Advent. ...
WealthBriefing Research Spotlights Social Media Use For Wealth Managers
This publication is pleased to release its latest white paper, focused on the growth of the omni-channel service model within wealth management, and how practitioners can seek to gain efficiencies through the us...
Focus On Investment Opportunities In China – Chartwell Capital
As investors struggle to decide where to put their money, Ronald Chan, founder and CIO of Chartwell Capital, an investment firm based in Hong Kong, discusses with WealthBriefing investment opportunities in China...
Crux Asset Management Eyes Indonesian Promise
We talk to an asset manager running Asia ex-Japan equities who argues that there is a strong and improving case for being overweight on Indonesia. ...
What Does India Have To Offer Investors In 2021?
As one of the world’s great emerging market economies, how should India figure in the portfolios of high net worth individuals, particularly when considering the risks and consequences caused not just by the p...
Bordier & Cie Smiles On Vietnam Potential
The Swiss firm has partnered with a Vietnam-based bank as part of a strategy to build business in Southeast Asia, reflecting a trend of Western banks partnering up with local institutions to tap into the Asian g...
Chinese-Style Capitalism - A Personal Perspective
The author of this article argues that in some respects China is arguably more committed to free enterprise capitalism than is the case in the West. (Much depends, of course, on how one defines "capitalism".) Wh...
Asia's Singlife Sees Big Wealth Management Market Potential
In September, Singapore's Singlife said that it intended to merge with Aviva Singapore, and this created an opportunity for this news service to talk to the firm about the role of life insurance in the wealth ma...
WEALTH TALK: Focus On Possible Bank Mega-Merger
It may be a speculative story at this stage, but a recent report, quoting unnamed sources, saying that the heads of UBS and Credit Suisse were considering a possible merger has been one of the most-read articles...
WEALTH TALK: Focus On Financial Tech M&A
This publication discusses one of the largest M&A deals to affect the data and information services used by the financial sector in recent years. ...
The Refinitiv Deal: What It Means For Wealth Management
This article examines the London Stock Exchange Group's purchase agreement for Refinitiv, what it might mean for wealth management, and the wider financial industry. ...
GUEST COMMENT: What Are The Ingredients For A Successful Wealth Management M&A Deal?
How can acquiring firms increase the chance of success in an M&A deal in terms of adding long-term value? With so many deals going through, it is time to take stock. ...
EXCLUSIVE: It's Been Tough, But Spain's Private Banking Sector Is Seeing Recovery - Part 2
In the second half of a feature on the Spanish wealth management arena, we look at M&A deals and the country's often contradictory tax regime. ...