Latest Comment & Analysis
Adverse Media Checks A Major Compliance Task, Puts Spotlight On Tech
In this article, we talk to smartKYC, an enterprise solution for KYC due diligence automation. One important field is adverse media screening, and the ways that technology can assist in sifting through a mass of...
Wealth Managers Discuss Brexit Impact 10 Years On
On the 10-year anniversary of the Brexit referendum this week, Hetal Mehta, chief economist at UK wealth manager St James’s Place, together with other wealth managers, discussed the economic and investment imp...
ANALYSIS: The American Citizen Inflow To UK – What's Driving It?
A new residency system, a desire for new lifestyles and opportunities, and a dislike of domestic US political and social trends is encouraging HNW Americans to look at the UK. ...
HNW Israel Divorce Court Case Uncovers Hidden Assets – Implications
Lawyers comment on the implications of a recent divorce case in Israel where financial structures, including foreign corporations and trusts, were used to shield assets. ...
ANALYSIS: To Reform Or Leave Alone? – Non-Compete Clauses In The UK
Many wealth managers, private bankers and advisors are familiar with non-competes and the other contractual clauses that limit their freedom of action in certain ways. At times they’re controversial. The UK go...
Fixing A Major Capital Mispricing On Women's Health – In Conversation With Maryann Umoren Selfe
A wealth management and private banking figure uses her understanding of structural mispricing in capital markets to identify a systemic problem. Women's health is an example, she says – and that creates oppor...
Latest News
Schroders Wealth Management Launches New Global Service
The new offering has gone live in the UK and Switzerland, and will do so in Asia later this year. The UK-headquartered group has been sharpening its wealth management focus, as shown by its move to spin off a fi...
A New Measure Wealth By Wellbeing Guide Redefines How Financial Success Is Measured
The B Corp-certified financial planning firm First Wealth has published a guide to its Measure Wealth by Wellbeing framework, asking clients to assess how they feel about how their finances affect their wellbein...
Compliance Corner: UK Regulator Charts AI's Impact On Financial Services
The latest compliance news: regulatory developments, punishments, guidance, permissions and authorisations for new product and service offerings. ...
OPINION OF THE WEEK: Clients’ Use Of AI – Should Advisors Be Worried Or Excited?
The group editor takes a look at the issue of clients’ use of AI and digital tools to get clued up about money, financial planning and investment, and how advisors fearful perhaps of their business should thin...
UK Financial Services M&A Value Surged Eight-Fold In H1
A clutch of Anglo-American deals – such as involvement of private equity firms in the US and opportunities in the UK – helped propel deal volumes in the first six months of this year. ...
What’s New In Investments, Funds? – Standard Chartered, BlackRock, MUFG, JCB
The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...