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Latest News

People Moves
12 May 2021

Partners Capital Names New Co-Chief Investment Officers

Founded in 2001, Partners Capital has offices in Boston, New York, London, Singapore, Hong Kong, San Francisco and Paris. It oversees assets of more than $40 billion. ...

Reports
11 May 2021

Jersey's VG Group Makes Promotions, Hires

The group said that its new business has risen rapidly over the past year. ...

Company Profiles
11 May 2021

Driving Business Through Pandemic - Interview With Bordier UK's Jamie MacLeod

This news organisation catches up with one of the "dynamos" of the UK wealth management sector - Jamie MacLeod, CEO of Bordier UK. He discusses how the firm handled the pandemic, his views on the UK sector post-...

Reports
11 May 2021

HSBC Trumpets Asia-Pacific Hiring Progress, Business Inflows

In February, HSBC announced that it plans to hire more than 5,000 client-facing personnel in the next five years, including relationship managers, investment counsellors and specialists to provide better support...

People Moves
11 May 2021

Bank Syz Names New Advisory Head

Reporting directly to the head of private banking, the new advisory lead will co-head the Geneva boutique's investment division and expand products across its target countries and investment segments. ...

People Moves
11 May 2021

Who's Moving Where In Wealth Management? - Stonehage Fleming, Deutsche Bank, Others

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

Wealth Strategies
10 May 2021

The ESG Phenomenon - Manulife

Developments and commentary in and around the ESG investment space. ...

Alt Investments
10 May 2021

Hedge Funds Continue Strong Run, Crypto-Strategies Surge

Among the brightest spots in the data were the red-hot returns chalked up by hedge funds playing in the digital assets space. ...

Reports
10 May 2021

Regulator Endorses LLB's Austrian Client Referral Pact

LLB has agreed to a referral deal with Credit Suisse in Austria, expanding its footprint in the country. ...

New Products
10 May 2021

What's New In Investments, Funds? - Liontrust

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

New Products
10 May 2021

UK Prepares For "Long-Term Asset Fund"

The fund structure is being mooted while demand for illiquid, higher-yielding assets remains strong. However, this is happening alongside ultra-low interest yields and sometimes lacklustre returns from conventio...

People Moves
10 May 2021

Who's Moving Where In Wealth Management? - Ashburton

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

Investment Strategies
10 May 2021

How Family Offices Can Join The Health Tech Revolution 

Family offices make natural investors in health technology and fields such as biotech, being holders of "patient capital" and able and willing to invest for years. This article examines the details of what sort ...

Strategy
7 May 2021

Goldman Sachs Wants Office Work To Resume

Financial organisations are positioning for how to arrange working arrangements after the pandemic (hopefully) winds down in parts of the world. ...

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

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.  ...

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...

Wealth Strategies
2 April 2021

How COVID-19 Lit A Fire Under Japanese Corporate Reform

A number of Japanese companies - and their shares - stand to benefit from a faster pace of corporate governance reform prompted by the global pandemic, the author of this article argues. ...

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...

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

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 ...

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.  ...

Technology
17 April 2020

New Research: A Wake-Up Call On Client Communications

This is an exploration of all the ways in which the sector can utilise new technologies to deliver a high-touch client experience while also allowing advisors to scale up. ...

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...

WM Market Reports
21 November 2019

New Research: C-Suite Confidential - Ten Key Tech & Ops Trends For The Wealth Management Sector

Here's brand-new research from this publication on tech and operations trends that are important for the world's wealth management industry. ...

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. ...

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. ...

Legal
4 January 2021

The Tug Of War For Trustees In Divorce

Sadly, the start of this year is likely to be a busy time for solicitors handling marital disputes. As readers know, divorce can be a significant wealth management concern, given the sums that can be involved. ...

Compliance
24 November 2020

WEALTH TALK: Where Fine Art And AML Meets

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

Compliance
31 July 2020

WEALTH TALK America: Focus On Regulation Best Interest

As part of Family Wealth Report's series of Wealth Talk videos, we speak to a prominent US wealth management industry figure about the Regulation Best Interest legislation, and why he is concerned about how it w...

Compliance
3 July 2020

WEALTH TALK: Focus On smartKYC

The know-your-client disciplines that wealth managers must adopt throw up a variety of challenges around data and handling of information. We talk to the firm smartKYC about its insights on this crucial area. ...

Legal
23 June 2020

Prenups And Asset Protection: Tips, Traps For International Families

Carefully considered and well drafted PNAs, the author of this article says, can significantly mitigate the risks highlighted and should now be considered a vital component of family governance and wealth planni...

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. ...

Family Office
18 May 2020

EXCLUSIVE: Single Family Offices' Real Estate Investments: The Shadow Of COVID-19

In exclusive data provided by Highworth Research, this news service examines real estate investment activity of single family offices, mainly in Europe. The data brings some possibly surprising facts to light. ...

Family Office
22 April 2020

EXCLUSIVE: Gulf Family Offices And European Distressed Assets - An Analysis

What are family offices from the Middle East doing in terms of investing in European assets, such as those affected by COVID-19 and the associated government lockdowns on economic activity? This news organisatio...

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. ...

Fund Management
29 February 2016

EXCLUSIVE INTERVIEW: Searching For Fund Management Hidden Talent With Stamford Associates

This news service recently interviewed Stamford Associates, a UK-based firm analysing and tracking performance and risks of investment funds on behalf of clients such as wealth managers. ...

Fund Management
22 March 2012

Springtime Is Here For Global Fund Managers But Inflation, China Are Worries - Merrill Poll

...

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. ...

Investment Strategies
16 July 2020

WEALTH TALK: Focus On Venture Capital, Re-Booting The Economy

The latest video interview features Moray Wright, CEO of Parkwalk Advisors, and we talk about venture capital, start-ups and firing up the UK and wider economy. ...

Investment Strategies
1 May 2020

Behavioural Finance Tested By Extraordinary Times

The discipline of behavioural finance has evolved over recent years, and the massive economic changes wrought by COVID-19 give examples of how the insights are being put to work in the wealth management industry...

Investment Strategies
15 April 2020

How Are "Green Bonds" Coping With COVID-19 Turmoil?

An investment firm takes a look at how the market for green bonds is faring in the current extremely challenging environment. ...

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
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 ...

WM Market Reports
30 March 2020

Tech Traps: Remember It’s Know Your Client, Not Know Your Criminal

Dermot Corrigan is CEO of smartKYC, a firm taking a truly multi-faceted approach to client screening. Here, he explains why wealth managers are missing out by focusing overmuch on “red flags” – when in fa...

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...

Offshore
28 February 2020

Protecting The Client: The Cross-Border Dimension

As part of this publication's series on "protecting the client" we talk to a law firm that focuses a lot of its attention on clients with international, cross-border interests and issues. ...

Offshore
17 February 2020

EDITORIAL COMMENT: Is Switzerland's Famed Neutrality A Dead Letter?

As if negative interest rates, viruses and economic wobbles weren't enough, Switzerland has to deal with a blow to its image for neutrality amid revelations about another spying affair - rather different to the ...

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
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. ...

Strategy
26 February 2020

What Focus Really Means: Learning From Bill Gates, Warren Buffett And Steve Jobs 

Understanding what motivates great business builders can help the wealth management industry be even sharper at looking after their entrepreneur clients. This article is by a regular writer about such topics. ...

Strategy
23 January 2020

WEALTH TALK: Focus On Financial Results, Switzerland

This news service's editor and CEO have another regular conversation about the big issues in the world's wealth management industry. ...

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
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...

Tax
20 December 2018

EDITORIAL COMMENT: Let's Have Consistency In How HNW Individuals Are Treated

The UK government reportedly favours high-earners and persons from certain countries under a new immigration regime after the country quits the EU. But how does this fit with other policies on tax? ...

Tax
12 December 2018

A Right Royal Headache: Taxing Americans Abroad

When even a member of the British monarchy comes under the net of the US tax authority it reminds people of the American expats' plight. This article takes a trip over the terrain. ...

Tax
21 August 2018

Financial Affairs No Longer Side-Issue For Soccer Stars

This publication interviewed a senior wealth planning consultant at Lombard International about sports and wealth management. ...

Tax
3 August 2018

How To Have Your Avocado And Eat It (With The Help Of Mum And Dad)

Two figures at law firm Thomson, Snell and Passmore have written an article discussing the tax implications when HNW families help children and grandchildren to get on the property ladder. ...

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...

Technology
23 March 2021

Technology Traps Wealth Managers Must Avoid: Overview From EY

The 2021 edition of our "Technology Traps Wealth Managers Must Avoid" report, sponsored by EY, is out. Beginning the publication and its chapters, Roopalee Dave, Director, Wealth Management, and Hassan Suf...

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. ...