Guest Article Archive
Advisors Should Demand Accurate ERI Data To Protect Clients
Time is running out for wealth managers to obtain accurate, actionable data on what's called Excess...
Financial Abuse: A Growing Global Problem
The wealth and private client industry has an important role to play in ensuring that elderly abuse...
What’s The Future For Private Credit?
The private credit sphere has expanded significantly in recent years. The author of this article...
The Rise Of Smart Wealth: Embedded Finance's Role In Wealth Management
What does "embedded finance" have to offer today's more tech-savvy end of wealth management? This...
"Benign" Multi-Asset Investment Conditions Are In Place – Julius Baer
A combination of factors points to a "benign" backdrop for multi-asset investors this year, the...
Deal-By Deal Private Equity Gains Momentum In Alternatives Arena
As the era of "easy money" appears to be over, investors are increasingly seeking to supplement...
Are UHNW Individuals Finally Ready To Go Digital?
UHNW individuals, who have tended to go for more traditional wealth services, are in danger of...
Remaining Viable: How, Insurers' Cybersecurity Is A Major Problem
Insurance companies offer cybersecurity risk protection to other firms – including banks and...
When Should Charities Refuse Donations
The decision about when to accept a donation or turn it down is complex. With sources of wealth...
Piloting Through Choppy Waters To Open Justice
There has been growing pressure to relax reporting restrictions on private and sensitive matters...
Why Family-Owned Firms Often Set Hottest Performances – JM Finn
The author of this article delves into the qualities of several family-owned companies and reflects...
New EU Legislation For Artificial Intelligence – What It Means For Wealth Management
The arrival of new EU rules governing AI looks imminent. This article considers its main features...
How Asset Managers Can Adapt To Serving Ageing Clients
As European HNW populations age, asset and wealth managers need to adapt their strategies to this...
The Era of Globalisation is Over. What Comes Next for Portfolio Managers?
What might the opportunities and challenges for wealth managers and advisors be if, as appears to...
Reviewing "Center for Art Law Report on Anti-Money Laundering and Art"
With implications for the global market, a new guide to the world of fine art and anti-money...
How To Mitigate UK Inheritance Tax Intelligently
The author of this article notes that because of of fiscal drag and ever-rising house prices making...
London's Status As Divorce Centre – What The Future Holds
With big cases continuing to come through London, the UK capital continues to enjoy – if that is...
Compensation Models For Wealth Manager RMs: A Look At Switzerland's EAMs
The author of this article argues that selecting the optimal wealth management platform entails...
Banks' Shift From Open Architecture To In-House Products – What's Driving Change?
The author of this guest commentary, who is a senior figure in the Swiss EAM industry, argues that...
The Only Way You Can Buy Time
The author of this article pens a defence of private aviation in terms of its convenience to those...
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