The Middle East and North Africa have been buffeted by a number of economic and political forces and are homes to a number of important wealth management organisations. This article is an overview of trends in play.
A global study shows there's lots of enthusiasm for ESG investing but also gaps in what people understand about this growing area.
As part of WealthBriefing's partnership with Highworth Research, we show how single family offices view different asset classes. Over time, we aim to track how asset allocations are changing.
The rush to stand out and attract clients via ESG investing is well and truly under way. This publication drills into some of the details.
The South Africa/UK-based group reported stronger profits in the first three months of this year. It noted, however, that operating costs grew faster than revenue.
As far as private banking is concerned, the CEO said the firm has started to integrate the Belgian Societe Generale Private Banking NV business that it bought last year from Societe Generale.
Mercury has been a "disrupter" in a capital-raising and advisory space once traditionally dominated by investment banks. Clients include wealth managers and family offices. ...
The EU's recent removal of three jurisdictions from its "blacklist" of uncooperative tax jurisdictions prompts thoughts about whether such lists perform any valuable function at all. ...
The latest in funds and investments around the world. ...
The BVI jurisdiction has been buffeted by a number of challenges. It remains a significant offshore jurisdiction that HNW clients and advisors should take seriously, the author of this article says. ...
A study drills into the details of how and why family office compensation plans are changing in the US. ...
In this episode, we talk about a raft of private banks’ results for the first quarter and developments around blockchain. ...
This publication has held a video roundtable in Switzerland to explore wealth management business issues. Sponsor firm EPAM also recently issued a white paper about how technology should be used to unlock scale ...
In this episode, we continue to talk about ESG investing and the issues affecting it, along with other important trends in wealth management. This is part of a continuing series of video content on this news ser...
ESG investing is all the rage, and this publication's editor and its publisher discuss this and other issues affecting wealth management. This is part of a continuing series of video content on this news service...
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. ...