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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. ...
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...
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. ...
This news service's group editor (Tom Burroughes) and contributing editor for WealthBriefingAsia (Paul Cuthbert-Brown) examine how AI’s impact on wealth management is panning out in the APAC region and discus...
The field known as behavioural finance is not new – insights have been discussed for years. The question, however, has been about how to act on these ideas and use them in portfolios. That requires an ability ...
In this feature, we talk to a variety of firms and organisations about the Berne Financial Services Agreement which is now in force, and what it means for banks, insurers, wealth managers and others. ...
Investment managers – Edmond de Rothschild, Guinness Global Investors and Franklin Templeton – share their insights on the case for emerging markets, which has been tested by the Middle East conflict. ...
Jurisdictions affected by the changes include Taiwan, Singapore, Philippines, Indonesia, Australia and India. ...
Gordian's client base includes family offices, asset managers and hedge funds. ...
The organisation, which has been on an acquisition spree, was reported to have acquired another business, this time in France. ...
We summarise results for the private banking and wealth management arms of banking groups, and in a few cases, standalone private banks. ...
WealthBriefing recently visited the Geneva-headquartered boutique advisory and fiduciary firm that also has a licensed business in Hong Kong. After a busy period of setting up and running the new business, WB fo...