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Latest News

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. ...

Technology
23 July 2021

Digital Digest: The Latest Tech News - BNP Paribas, InvestCloud

The latest developments in financial products and investments from around the world. ...

M and A
23 July 2021

Deals Of The Day: The Latest In Wealth Management M&A - Close Brothers, State Street

The latest M&A deals in wealth and asset management. ...

Real Estate
23 July 2021

Sydney To Set Hottest Prime Property Price Pace - Knight Frank

Sydney is slated to be ahead of the pack of major cities' prime property markets in terms of price rises this year, and will match the fastest growth rate in 2022. ...

New Products
23 July 2021

What's New In Investments, Funds? US Debut For Viridi Crypto Mining ETF, Hamilton Lane

The latest offerings in investments, such as funds and structured products, and other notable developments. ...

Family Office
22 July 2021

Family Offices Ponder Inflation Risks, Prolonged Low Rates - Goldman Sachs

The report showed that, among other details, more than 90 per cent of respondents invested in venture capital, highlighting its popularity, and perhaps a sign of how "patient capitalists" are a good fit for VC. ...

People Moves
22 July 2021

Stanhope Taps Goldman Sachs For CFO Role

On the back of mergers and senior hires to strengthen private market expertise, Stanhope's new finance chief has moved from heading investment at Goldman's EMEA private wealth division. ...

M and A
22 July 2021

Stonehage Fleming Nets Maitland's Private Client Business

The MFO says eyes are on other "selected acquisitions" as part of organic growth. This deal should net the firm wider jurisdictional access, and Maitland's deputy CEO moves over to lead a new tax advisory divisi...

Real Estate
22 July 2021

Julius Baer Builds New Swiss Real Estate Solutions

The private bank will provide the services with KMP, of which it will take a majority stake. ...

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...

People Moves
22 July 2021

Who's Moving Where In Wealth Management? - First Sentier Investors, River And Mercantile

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

New Products
22 July 2021

What's New In Investments, Funds? - BlackRock

The latest offerings in investments, such as funds and structured products, and other notable developments. ...

Reports
21 July 2021

EFG International Trebles Net Profit In H1 2021

The Zurich-listed firm, operating in multiple regions including Asia, logged a big bounce in its financial results for the first six months of this year. ...

Reports
21 July 2021

Half-Year Profits, AuM Rise At Julius Baer

Overall the Zurich-listed bank reported a robust set of results. Its growth in assets under management benefited from rising net new inflows. ...

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

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. ...

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 ...

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...

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...

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? ...

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

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. ...

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
18 March 2020

New Research: “Technology Traps Wealth Managers Must Avoid”

Wealth management professionals with a stake in technological change should read this publication’s latest research report, called “Technology Traps Wealth Managers Must Avoid”. In coming days, chapters fr...

Article Categories

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...

Alt Investments
22 June 2020

Don’t Wait Too Long: The Case For Venture Capital Investing

Investors who want to tap into venture capital and the kind of start-up businesses out there that might be crucial post-pandemic have various UK options. The author of this article examines the terrain. ...

Alt Investments
12 May 2020

Hunting Private Equity Opportunities In Stressed Times

This news service looks at private equity and related private markets investors, such as those focusing on distressed opportunities amid the current extraordinary global economic slowdown. ...

Alt Investments
30 March 2020

Fee Compression And Why Alternative Investments Matter

With some parts of wealth management there's a "race to the bottom" on fees while firms are also trying to prove their added value propositions, including those alternative investment areas such as private credi...

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
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 ...

Art
27 November 2015

EXCLUSIVE GUEST COMMENT: Conflicts Of Interest In The Art Market: A Matter Of Timing And Professionalism

Art investment is now a familiar part of private client wealth management but how well do clients and advisors understand the potential conflicts of interest that can arise? This article examines the terrain. ...

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. ...

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...

Family Office
18 August 2020

WEALTH TALK: Focus On Highworth Research And Single Family Offices

This news services links up with the research firm's founder to talk about the wins and losses of single family offices in Europe, particularly when it comes to their "cornerstone assets". ...

Family Office
30 June 2020

EXCLUSIVE: Family Offices' Contrasting Property Investment Stories

Drawing on the data from Highworth Research, with which this publication is a media partner, we look at the different property market experiences of family offices in Europe and elsewhere. ...

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
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...

Investment Strategies
17 May 2021

Are Debt, Digital And Climate Transforming Central Banking, Broader Economy?

Climate change, aka global warming, affects the global economy and hence influences how central banks operate. They are handling the financial fallout of the pandemic and associated lockdowns. Inflation pressure...

Investment Strategies
14 April 2021

Recovery From COVID-19 - What Wealth Managers Say

We set out a range of commentaries from wealth and asset management groups about how the economic and market position looks more than a year after much of the world began to enter lockdowns. ...

Investment Strategies
6 April 2021

Infrastructure's Yield Appeal Goes Down A Treat At Edmond De Rothschild

The venerable European wealth management and investment house has around 150 years of experience in infrastructure. The manager of its team overseeing this asset class talks about the yield attractions of the ar...

Investment Strategies
22 January 2021

Japanese Equities Deserve Fresh Look

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. ...

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
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.  ...

Offshore
27 October 2020

WEALTH TALK: Private Client Series With Kobre & Kim - A Focus On Brazil, Asset Forfeiture

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

Offshore
29 July 2020

Why UK's "Golden Visa" Regime Shouldn't Be Torn Apart

A recent UK parliamentary report said the country's citizenship/residency-by investment regime must be radically reformed to curb the influence of Russian oligarchs with dubious sources of wealth. The author of ...

Offshore
2 April 2020

The World's In Flux: So Let's Talk About Luxembourg

This publication regularly examines the moving parts of IFCs and how such jurisdictions are evolving. We talked to a business with a strong footing in Luxembourg. Brexit, global pressures on privacy and the need...

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......

Strategy
14 June 2021

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...

Strategy
21 May 2021

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...

Strategy
11 February 2021

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. ...

Strategy
20 January 2021

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...

Strategy
14 December 2020

Updated Forward Features Schedule To December 2021

Here is an updated forward features list for our global coverage. The list may be revised on occasions depending on major news events. ...

Strategy
16 April 2020

How COVID-19 Will Change Wealth Management

Unsurprisingly, the pandemic is going to change the wealth management sector in various ways along with so many other features of our commercial world. This article considers key themes. ...

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
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 ...

Technology
25 March 2021

Hybrid Wealth: Are You Really Optimized To Get The Best From Digitization?

Digital banking is more than a mobile app, and wealth management is no exception: it is about creating an entire experience to secure clients. Christine Schmid, Head of Strategy at additiv, reviews the true oppo...

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. ...

Trust Estate
12 August 2019

Inheritance Mostly Overrated As A Source Of Wealth

Is inheritance given too much credit as a source of wealth and therefore do policymakers and industry figures underestimate the importance of enterprise? The author of this article challenges what he sees as mis...

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. ...