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Latest News
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. ...
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. ...
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. ...
Who's Moving Where In Wealth Management? - AllianceBernstein, Quilter
The latest senior moves in asset and wealth management from across Europe and the UK. ...
Brand Visibility Slipping For Alternatives
A report out this week assesses the marketing communications performance of the alternative asset management industry. ...
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...
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. ...
AuM Continues Climbing Higher At BlackRock
The world's largest fund management group continues to expand in AuM. ...
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 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 ...
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 Corner: Broadridge, Anti-Money Laundering
The latest compliance news: regulatory developments, punishments, guidance, permissions and new product and service offerings. ...
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. ...
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. ...
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WealthTalk - From The Editor’s Desk Videos
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Private Relocation To Switzerland
This article runs through the considerations people should take account of in moving themselves and their business interests to Switzerland. ...
Cummings, Carbon And COP26 – An Interview With Claire O’Neill
The following article comes from the team at Aviva Investors and is part of a series of contributions from that business. ...
What Do Wealth Clients Want from a Digital Proposition?
Here is a sponsored article from FactSet on an important theme within the global wealth management industry. ...
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.”
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...
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 ...
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 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. ...
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. ...
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.”
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. ...
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. ...
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...
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. ...
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. ...
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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 ...
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. ...
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? ...
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. ...
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. ...
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...
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. ...
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. ...
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. ...
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 ...
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'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. ...
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 ...
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...
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 ...
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...
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. ...
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. ...
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. ...
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. ...
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. ...
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...
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....
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...
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. ...
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? ...
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. ...
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. ...
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 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...
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 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...
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...
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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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...
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. ...
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 ...
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. ...
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. ...
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. ...
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,...
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 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. ...
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...
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. ...
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...
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. ...
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. ...
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 ...
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....
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. ...
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. ...
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. ...
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. ...
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. ...
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. ...
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. ...
EXCLUSIVE GUEST COMMENT: Reflections On What It Takes To Achieve Real Change
In this article, JP Morgan Private Bank passes on lessons learned in philanthropy. ...
EXCLUSIVE GUEST ARTICLE: Investing For Good - Impact Investing And New UK Tax Relief
A new form of tax relief is designed, proponents hope, to drive what is known as impact investing in the UK, but how effective will it be and how should investors approach it? ...
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......
Updated Forward Features Calendar For 2021-2022
Here is our updated schedule for feature themes for the next 12 months. ...
A UK Regional Footprint Builds Credibility - Julius Baer International's CEO
In this article we interview the CEO of Julius Baer International, David Durlacher, about his bank's approach to the regions. ...
The UK's Regional Wealth Promise - An Overview
There's plenty of wealth management potential outside the M25 corridor. The government's much-vaunted "levelling up" agenda, as well as the high-profile HQ moves of groups such as the BBC, the national broadcast...
What It Means To Be A "Contrarian" Value Investor
Blindly practising time-honoured value investing is a dangerous occupation, not least because of the pace at which companies are being disrupted by technology. How businesses can be assessed for their longer-ter...
WEALTH TALK: Focus On Client Segmentation Strategy
This news service talks to a nationwide US wealth manager about the approach it takes to client segmentation and how it is faring in the current environment. ...
BOOK REVIEW: Free Lunch Thinking By Tom Bergin
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...
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...
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. ...
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...
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...
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 ...
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...
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...
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. ...
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. ...
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...
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...
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...
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 ...
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...
WEALTH TALK: Focus On Communicating With NextGen Inheritors
The latest discussion of wealth industry topics. ...
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...
Asia: Welcome To The "New Era Of Moderate"
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Hong Kong Leapfrogs UK, US And Singapore As World’s Top Financial Centre
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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. ...