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Latest Comment & Analysis

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. ...

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...

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...

Latest News

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-...

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. ...