The question being asked of yesterday's budget was tax and spend or just more spend? It was mostly the latter, with tax decisions made but largely deferred. Here are views from across the sector on what the Chancellor's budget delivered.
Although one key barometer of client contentment with UK wealth management fell quite notably in 2020, most measures of satisfaction held up relatively well considering the stresses caused by the pandemic, a measure from Aon shows.
The move by a number of Swiss private banks into the cryptocurrency space, easing the ability of clients to obtain exposure to this red-hot area, is significant and suggests how this field is moving out of the margins.
The partner-owned investment firm has opened a third Swiss office and hired two senior managers to increase growth in French-speaking regions.
The UK government sets out its tax and spending agenda on 3 March. In these extraordinary times, it has the unenviable challenge of reviving an economy hammered by lockdowns while avoiding public finances spinning out of control. What should wealth advisors and their clients expect?
While the world may be in the middle of a global pandemic, understanding where wealth is accumulating and at what pace are important metrics for the industry. This year’s survey is about consolidation and a degree of retreat.
The question being asked of yesterday's budget was tax and spend or just more spend? It was mostly the latter, with tax decisions made but largely deferred. Here are views from across the sector on what the Chan...
The latest technology news from fintechs, banks and other organisations. ...
The latest senior moves in wealth and asset management and legal practice across Europe. ...
Das will be responsible for building and growing the funds and discretionary portfolio management businesses. ...
The move is an example of Brexit having forced firms to build presences in the EU if they want to continue unfettered access to the 27-state bloc. ...
The Swiss Financial Market Supervisory Authority speaks to WealthBriefing about the rule changes that are coming for the country's external asset management sector. ...
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...
The firm says there is particular demand from clients, such as Asian HNW individuals and family offices, for properties leased to strong multinational and investment-grade tenants, able to generate cash yields o...
The Asia-focused asset management firm talks about the case for investors taking a new look at Japan - a market that it says is attractively valued, given current trends. ...
A new book by a UK journalist challenges a number of economic ideas that he says have damaged living standards, fostered inequality and other problems. It describes the world that the wealth industry inhabits, a...