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Latest News

Alt Investments
15 October 2021

Brevan Howard Gets $3 Billion Of New Investor Cash - Report

The firm's flagship fund made strong returns in 2020 in what were tumultuous times for global markets amidst the pandemic. ...

Fund Management
15 October 2021

JTC Gains Irish Licence To Expand Alternatives

The fast-growing funds administrator is pushing ahead in Ireland after gaining licence approval to serve demand for alternatives. ...

Reports
15 October 2021

Citi Private Bank's Q3 Revenues Tick Higher

The group CEO said the firm is starting to see results from investments across its various business groups. ...

People Moves
15 October 2021

Who's Moving Where In Wealth Management? - AllianceBernstein, Quilter

The latest senior moves in asset and wealth management from across Europe and the UK. ...

Asset Management
15 October 2021

Brand Visibility Slipping For Alternatives

A report out this week assesses the marketing communications performance of the alternative asset management industry. ...

Technology
15 October 2021

Raising The Investment Reporting Game - A Conversation With Landytech

Landytech, a London-based firm, has among its offerings a solution called Sesame©, which is described as a "managed solution designed to automate investment reporting and non-core activities so that clients can...

Reports
14 October 2021

Net Income Rises At JP Morgan

As has been the pattern over the past two quarters, the US bank is reversing the provisions for credit losses which it set last year because of the pandemic. Higher markets boosted its AuM.     ...

Reports
14 October 2021

AuM Continues Climbing Higher At BlackRock

The world's largest fund management group continues to expand in AuM. ...

People Moves
14 October 2021

Who's Moving Where In Wealth Management? - Janus Henderson Investors, Aegon AM

The latest senior moves in wealth and asset management from across Europe and the UK. ...

Executive Pay
14 October 2021

Executive Pay Watch: Pandemic Hits US Bosses' Pay, But Impact Varies

As part of our coverage of executive pay - a area that wealth managers track as this can be an important marker of where new HNW clients come from - we report on data from the US about how the pandemic affected ...

Alt Investments
14 October 2021

VC Funds Become More Common; Returns Shine - Study

The venture capital sector is still dominated by institutional investors, although family offices, among other parts of the wealth management segment, are becoming more involved. ...

Compliance
14 October 2021

Compliance Corner: Broadridge, Anti-Money Laundering

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

Asset Management
14 October 2021

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. ...

Strategy
13 October 2021

DWS Inks Los Angeles Lakers Sponsorship Deal

A number of wealth management firms have sponsored sports teams, institutions and players to promote brands and associate with qualities such as competitiveness, excellence and teamwork. ...

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.”

Tom Burroughes, Group Editor

Art
7 October 2021

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...

Real Estate
6 October 2021

Making Offices Hygienic - How Pandemic Affects Business

Some financial sector firms want staff back in the office, some are moving to a hybrid model and in the case of PwC recently, allowing all staff in certain roles to work remotely. Regardless, there's a need for ...

Technology
5 October 2021

Towards Optimal AI-based Wealth Management - Study

This article explores the various ways that AI technology is changing the face of wealth management in the UK and much of the world. ...

Offshore
4 October 2021

Offshore Centres 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
4 October 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. ...

Compliance
30 September 2021

What Hong Kong's New SPAC Regime Might Look Like

Wanting to join the SPAC surge, Hong Kong is changing the regulations to capture some of the thriving business that has been the toast of Wall Street. Ironically, the Asian financial centre is making the move ex...

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.”

Wendy Spires, Head of Research

Family Office
4 October 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. ...

Offshore
29 September 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. ...

Technology
22 March 2021

New Research: Wealth Tech Traps, As Told From The Front Line

WealthBriefing/Family Wealth Report and EY have joined forces to offer cutting-edge insights from those right at the technology coal face. Download our new report to learn what some of the wealth tech sector’s...

WM Market Reports
2 December 2020

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 ...

WM Market Reports
7 October 2020

New Research: Co-Creation In Wealth Management 

This news service launches another in its research paper series in partnership with Finantix. ...

Uncategorised
2 October 2020

The Bahamas: The Clear Choice For International Financial Services

This publication has brought out a new edition of a report about The Bahamas, in partnership with The Bahamas Financial Services Board. ...

Article Categories

Real Estate
6 October 2021

Making Offices Hygienic - How Pandemic Affects Business

Some financial sector firms want staff back in the office, some are moving to a hybrid model and in the case of PwC recently, allowing all staff in certain roles to work remotely. Regardless, there's a need for ...

Alt Investments
25 August 2021

Blank Cheque Companies Retain Momentum, Europe, UK Increasingly Active

IQ-EQ, the investor services group, has a ringside seat for observing trends in the SPACs space. This news service asks it how the sector is evolving on both sides of the Atlantic. ...

Alt Investments
19 July 2021

Will Increased Regulatory Scrutiny Create London SPAC Boom?

Will reforms in the UK galvanise a SPAC market into the kind of rapid growth that has been witnessed in the US? ...

Alt Investments
10 December 2020

Prospects Brighten For Growth Businesses After Tough Year

This private investment matchmaker looks at the toll 2020 has taken on early stage businesses and what this bodes for the next generation of growth businesses. It's been a tough year but deals are flowing. ...

Alt Investments
20 October 2020

The Alternative Credit Markets Explained

There is money to be made in the alternative credit markets while more conventional ones face headwinds, the author of this article at a European family office explains. ...

Alt Investments
3 August 2020

We Need To Talk About Gold: The Price Surge

The gold price is flirting with the $2,000 per tonne level and a number of forces have been pushing up the price in recent months. This classic safe-haven asset is in play during nervous times. And massive centr...

Asset Management
23 November 2020

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. ...

Asset Management
2 November 2020

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. ...

Asset Management
11 October 2019

How Serious Is "No-Deal" Brexit For Private Equity, Real Estate And Family Offices?

A view from Luxembourg on where there is resilience and opportunity as the 31 October deadline approaches. ...

Asset Management
6 September 2019

What Does The Risk Of No-Deal Brexit Mean For Investors? RBC Commentary

RBC Wealth Management's head of investment strategy comments after an extraordinary week in Westminster. ...

Asset Management
25 July 2019

Private Investments: Three Things To Consider Before Joining The 40 Per Cent Club

The 40 per cent club refers to institutions with 40 per cent of total portfolio allocation committed to private investments. They do this for good reason argues Cambridge Associates' managing director, and more ...

Asset Management
9 February 2016

EXCLUSIVE INTERVIEW: Swiss "Evangelist" Wants To Shine Brighter Light On Risk, Returns

Getting quick and accurate data that shows if a portfolio is out of line with its objectives can, if acted upon rapidly, cement client relationships and build trust, a figure in the Swiss investment industry say...

Art
7 October 2021

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...

Art
19 August 2020

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. ...

Art
20 November 2018

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. ...

Art
21 March 2018

Art For Investment Is No Sure Guide To Riches, Warns Stonehage Fleming

Art is not a sure path to riches, although investing in the sector can bring rewards that cannot be measured in purely financial terms. The author of this item looks through some of the risks and issues arising ...

Art
16 November 2016

GUEST ARTICLE: Lost And Found - What Steps To Take With Newly Discovered Artwork

Discovering that a piece of art is more than just a familiar possession but a rare, and financially valuable, item is something people dream about. It is the stuff of popular TV shows and news items. What, in pr...

Art
6 October 2016

GUEST ARTICLE: Designing An Exhibition Space For The Family Art Collection

Designing an exhibition space for a family's art collection can be a difficult but rewarding challenge for art lovers with the time and resources. Two experts from the worlds of art investments and architecture ...

Client Affairs
3 February 2021

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...

Client Affairs
22 December 2020

WEALTH TALK: Cross-Border Financial Products, Services - Examining The Risks

This is the eighth edition of a video series by this news service in partnership with international law firm, Kobre & Kim. ...

Client Affairs
8 December 2020

WEALTH TALK: Anti-Corruption Probes, Extradition Risks In Africa

This is the seventh edition of a video series by this news service in partnership with international law firm, Kobre & Kim. ...

Client Affairs
10 November 2020

WEALTH TALK: Exploring Cross-Border Reputation Management

This is the fifth edition of a video series by this news service in partnership with international law firm, Kobre & Kim. ...

Client Affairs
30 October 2020

WEALTH TALK: Focus On Tax, Estate Planning Scramble Pre-US Elections

In this video, we discuss the kind of workload US wealth managers must contend with in the days ahead of the US elections on Tuesday next week. ...

Client Affairs
2 October 2020

WEALTH TALK: Private Client Series With Kobre & Kim - A Focus On Hong Kong

This news service hosts a video produced by international law firm, Kobre & Kim. The focus here is on Hong Kong, the impact of mainland China's new national security law and the steps private clients can take. ...

Compliance
30 September 2021

What Hong Kong's New SPAC Regime Might Look Like

Wanting to join the SPAC surge, Hong Kong is changing the regulations to capture some of the thriving business that has been the toast of Wall Street. Ironically, the Asian financial centre is making the move ex...

Legal
17 September 2021

Proposed Rises In English, Welsh Probate Fees - An Overview

If proposed new fees for probate services take effect, there will be pressure to deal with big recent delays in the system and improve efficiency. The situation became increasingly difficult during the pandemic....

Compliance
22 July 2021

Regtech's Rise: Applying Tech And Compliance Functions For Tomorrow

The regtech sector will, on certain estimates, be worth as much as $33 billion by 2026. This vast area taps into a need for wealth managers and others to keep pace with rules in an efficient way that doesn't hur...

Legal
22 June 2021

Divorce And CGT - Tax At A Taxing Time

Divorce can be painful for all kinds of reasons. An added source of difficulty in reaching settlements can be capital gains tax. ...

Legal
21 June 2021

How To Hire Wealth Managers, Mitigate Restrictive Covenant Impact

How should wealth management firms hire wealth managers (often known as “CRMs”, client relationship managers) and their books of business? ...

Compliance
16 February 2021

EXCLUSIVE: Regulatory Overhaul Will Turbocharge EAM Sector - FINMA

The Swiss Financial Market Supervisory Authority speaks to WealthBriefing about the rule changes that are coming for the country's external asset management sector. ...

Family Office
4 October 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. ...

Family Office
23 August 2021

Singapore's Proposed VCC Changes - What Wealth Managers Need To Know

The variable capital company regime in Singapore was launched originally at the start of 2020. Now policymakers in the city-state want to adjust the system to appeal to entities including single-family offices. ...

Family Office
17 May 2021

Family Office Or Founder's Office - Sector Must Tighten Definitions

A consultant and former private banking and investment industry figure has a complaint: he reckons that some family offices should instead be called "founder's offices" because the people who build them dominate...

Family Office
7 May 2021

Cambridge Associates Taps Into Asia's Family Offices Story

This news service recently spoke to the firm about its recent move to step up operations in the Asia-Pacific region and how it works with family offices. ...

Family Office
30 March 2021

Family Offices’ Quiet Power Behind Life Sciences

A recently-announced major investment into the UK's life sciences sector by a Middle East sovereign wealth fund made headlines. But family offices have been quietly working in the space for years. And the latest...

Family Office
21 September 2020

Single Family Office Snapshots: Latest SFO Highlights

This publication is starting a new series, regularly examining the activities of single family offices outside the US. The material, with a peerless level of detail, comes from Highworth Research, the UK-based o...

Fund Management
24 June 2021

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...

Fund Management
10 June 2021

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. ...

Fund Management
19 January 2021

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...

Fund Management
6 May 2020

WEALTH TALK: Focus On 20 Years Of Europe's ETF Industry

This Wealth Talk interview broaches the 20th anniversary of the European-based ETF market, which has expanded hugely in recent years. ...

Fund Management
4 May 2020

EDITORIAL ANALYSIS: Will Funds Woo HNW Clients In Tough Times?

The drop in markets this year and prospects for sluggish growth even after lockdowns end will create a new environment for fund managers who in the past have sold their wares across a range of client groups. In ...

Fund Management
25 April 2016

GUEST ARTICLE: Europe's MiFID Juggernaut - Impact On Fund Distribution

The compliance splurge continues with the European Union's programme designed (so the framers claim) to protect investors. This article looks at how fund management is affected. ...

Investment Strategies
26 July 2021

Inflation Pressures Rise, But Not Great Cause For Concern - J Stern & Co

We talk to an investment firm set up to manage the wealth of a 200-year-old European family, and which has recently gone over the $1.0 billion AuM mark. ...

Investment Strategies
23 July 2021

Credit's Overlooked Hedge Against Inflation Risk

The writer of this articles says investors should consider leveraged loans as a tool to manage rising inflation risks to their portfolios. ...

Investment Strategies
15 July 2021

Jump Aboard The "Cold Chain": Drug Development, Rapid Delivery

This article examines the channels for testing, holding and moving drugs that have to be stored at cold temperatures and in ways that are safe. Get used to a new term: the "cold chain". It is one that investors,...

Investment Strategies
13 July 2021

The Rise Of Digital Health And Genomics In Europe

Terms such as genomics, telemedicine and healthtech are increasingly parts of the investment vocabulary. The long-term nature of such areas makes them well-suited to the wealth management audience. This article ...

Investment Strategies
30 June 2021

Investment View: Concentrated In Hunt For Alpha - Blue Ocean

This news service spoke to a UK-based firm, Blue Ocean Investment Partners, which believes that concentrated portfolios, when managed correctly, should hold as few as 15 stocks, or even a smaller basket. ...

Investment Strategies
24 May 2021

We Need To Talk About Inflation - Wealth Managers' Reactions

Whether it is a temporary rise or something more durable, recent data pointing to a sharp rise in consumer price inflation has seized attention of economists who for years have been used to a world of tame price...

WM Market Reports
2 December 2020

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 ...

WM Market Reports
7 October 2020

New Research: Co-Creation In Wealth Management 

This news service launches another in its research paper series in partnership with Finantix. ...

WM Market Reports
4 August 2020

Winning Women In Asia-Pacific - Two Leaders Speak

This publication takes a walk around the topic of how women are gaining power as earners, creators and stewards of wealth. We talk to VP Bank Ltd Singapore Branch and Hywin Wealth. The firms are research partner...

WM Market Reports
30 July 2020

New Research: Fresh Insights from Female Wealth Clients

A new report from this organisation and research partners VP Bank and Hywin Wealth tackles how institutions should be approaching Asia-Pacific’s dynamic women.  ...

WM Market Reports
8 July 2020

How The Rich, Super-Rich Made Fortunes - An Overview

A frequent commentator on views about wealth examines the sources of riches, throwing light on detail that will be useful in framing discussions about tax and enterprise more widely. ...

WM Market Reports
31 March 2020

Tech Traps: The Dangers of Allowing Compliance To Become A “Black Box”

Ralf Huber is Co-Founder of Apiax, a regtech focused on transmuting complex regulations into digitised compliance rules. Here, he outlines the dangers of compliance becoming a “black box” and explains how a ...

Offshore
4 October 2021

Offshore Centres 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. ...

Offshore
29 September 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. ...

Offshore
13 September 2021

New Wealth House Serving US Expats Explains Investment Angle

UK-based Shard Capital created a new service a year ago for US expats. The business has a very particular view about risk, asset allocation and investment, and talked recently to this publication. ...

Offshore
18 June 2021

Jersey Keeps Edge Through Tight Compliance - Commentary

The author of this piece says that Jersey's moves over the years to weed out dirty money have strengthened the financial health overall of the jurisdiction. ...

Offshore
27 May 2021

Switzerland's Edge As Intellectual Property Hub - Comment

The author of this comment talks about the benefits of intellectual property registration as an important component of Switzerland's status as an international financial centre. ...

Offshore
22 April 2021

Trend Of US Citizenship Renunciation To Rise "Dramatically"

The threat of higher US taxes, combined with other factors, could produce a sharp rise in the number of Americans seeking to give up their citizenship, an advisor working in the space says.  ...

New Products
29 March 2016

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. ...

New Products
24 June 2015

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 Products
7 April 2014

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...

New Products
31 May 2012

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. ...

New Products
5 May 2011

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....

New Products
26 October 2005

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......

Surveys
4 September 2020

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...

Surveys
30 June 2020

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. ...

Surveys
19 May 2014

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...

Surveys
2 December 2013

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....

Surveys
26 September 2012

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...

Surveys
26 April 2012

What The Wealthy Are Holding - Tiger 21 Reveals Member Asset Allocations

While the worst of the financial crisis may be over, members of the exclusive Tiger 21 peer-to-peer network feel “we are no way in the clear,” according to their asset allocations for the first quarter. ...

Tax
25 June 2021

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 ...

Tax
24 June 2021

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...

Tax
15 June 2021

Why Entrepreneurs Contemplate Leaving Germany - Commentary

Germany holds national elections in September, and opinion polls point towards the ascent of parties that wish to significantly increase taxes on HNW individuals. With other factors to consider, this could encou...

Tax
27 May 2021

A Global Minimum Corporate Tax Rate - Smart Policy Or "Tax Cartel"?

Setting a global minimum corporate tax rate among major industrialised nations has the certain appeal of being simple. But it raises many questions about whether offshore centres will enable firms to circumvent ...

Tax
4 May 2020

Super-Rich Increasingly Under Attack Amid Coronavirus Crisis

What should ultra-high net worth individuals think and how should they act if coronavirus-driven problems cause debt-ridden governments to target them? An author of a book about public attitudes about wealth and...

Tax
25 February 2019

China's New Tax Regime - What Clients, Advisors Must Know

At the start of this year China introduced new controls affecting private individuals, such as through offshore holdings of wealth. This news service interviews Withers, the international law firm, about the iss...

Technology
5 October 2021

Towards Optimal AI-based Wealth Management - Study

This article explores the various ways that AI technology is changing the face of wealth management in the UK and much of the world. ...

Technology
18 June 2021

Who Said The Sky's The Limit?

The space environment is no longer the sole preserve of government agencies. Today, it is private companies that are shaping the future. This guest article explores some of that terrain. ...

Technology
1 April 2021

Boost Advice's Added Value With Goal Monitoring

Gearing advice to specific financial goals is a powerful way to demonstrate added value and increase client engagement. But this requires careful thought about advice monitoring, efficiency and - of course - com...

Technology
31 March 2021

Get Right Balance Between Man And Machine

Wealth managers must implement efficient, scalable ways of working, while capitalizing on the human elements of their offerings that create lasting value. Darren Berkowicz, Managing Director at SS&C Technologies...

Technology
30 March 2021

Supercharging Client Engagement With Digital Financial Personality Profiling

Where it is used in client engagement efforts at all, technology tends to focus on the administrative aspects of advisors learning about their clients, while treating those clients as robots. Greg Davies, Head o...

Technology
29 March 2021

How Low-Tech Compliance Hits Competitiveness

It is becoming increasingly apparent how costly a low-tech approach to compliance management can be – and in many senses. Thomas Imhof, Regulatory Engineer at Apiax, explains how firms are turbocharging their ...

Trust Estate
24 August 2021

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. ...

Trust Estate
14 September 2020

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. ...

Trust Estate
1 September 2020

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. ...

Trust Estate
12 August 2020

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...

Trust Estate
20 February 2020

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...

Trust Estate
11 September 2019

WEALTH TALK: Focus On Communicating With NextGen Inheritors

The latest discussion of wealth industry topics. ...

M and A
13 November 2020

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...

M and A
18 September 2020

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...

M and A
22 August 2019

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. ...

M and A
9 August 2019

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. ...

M and A
17 June 2016

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. ...

M and A
28 November 2014

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. ...