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Latest News

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M and A - 24 May 2019

Investcorp Agrees To Buy Mercury Capital Advisors

Mercury has been a "disrupter" in a capital-raising and advisory space once traditionally dominated by investment banks. Clients include wealth managers and family offices. ...

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Offshore - 23 May 2019

Changing IFC Fortunes Of British Virgin Islands

The BVI jurisdiction has been buffeted by a number of challenges. It remains a significant offshore jurisdiction that HNW clients and advisors should take seriously, the author of this article says. ...

Comment and Analysis

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Technology - 21 May 2019

Video Roundtable Explores Wealth Advisory, Fee Models

This publication has held a video roundtable in Switzerland to explore wealth management business issues. Sponsor firm EPAM also recently issued a white paper about how technology should be used to unlock scale ...

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Strategy - 16 May 2019

WEALTH TALK: Focus On ESG, Business Models, Trade Wars

In this episode, we continue to talk about ESG investing and the issues affecting it, along with other important trends in wealth management. This is part of a continuing series of video content on this news ser...

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Investment Strategies - 13 May 2019

WEALTH TALK: Focus On ESG

ESG investing is all the rage, and this publication's editor and its publisher discuss this and other issues affecting wealth management. This is part of a continuing series of video content on this news service...