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Latest News

Fund Management
12 July 2024

Goldman Sachs Gets Positive On AI

Goldman Sachs Asset Management looks at trends including the AI phenomenon.    ...

Philanthropy
12 July 2024

A Charity Evening To Empower Children With Play

A charity this publication is proud to partner with is Right To Play. It argues that play is transformational and helps children foster essential life skills like empathy and communication, helps improve numerac...

ESG
12 July 2024

The ESG Phenomenon: Principal AM, Stewart Investors

The latest developments in the ESG space. ...

Compliance
12 July 2024

Wealth Managers Mostly Applaud UK Listing Reforms

In a bid to revive flagging listings and confound worries that the City is losing its edge, the UK regulator has issued new regulations. They drew a broadly positive response. ...

Alt Investments
12 July 2024

European, Asian Fund Buyers Think Clients Don't Love "Private Alternatives" Enough – Survey

While some wealth management figures worry that enthusiasm for private market investments can be hyped, a survey suggests that the fund buyers out there still think clients aren't investing enough in these secto...

Wealth Strategies
12 July 2024

Private Client Investors Yawn At Election Dramas, Equity Appetite Rises

With one of the busiest election years in history – more than 70 around the world – it might have seemed a year to take equity risk off the table. But that has not been the case, according to ARC's figures o...

People Moves
12 July 2024

Who’s Moving Where In Wealth Management? – Fulcrum Asset Management, Dynamic Planner, Others

The latest moves and appointments in wealth management in the UK, the rest of Europe, the Middle East and other select locations. ...

Market Research
11 July 2024

UBS Report Shows Wealth Growth

UBS has released a new report this week revealing how wealth growth across the world has recovered from its slump in 2022. ...

Tax
11 July 2024

Lift Reporting Rule On US Expats' Foreign Pensions – American Citizens Abroad

This story is another example of how the worldwide nature of US taxation means that expats are caught up in the net, often in ways that can add considerably to bureaucracy and reporting requirements. ...

People Moves
11 July 2024

Bank Julius Baer Names New Swiss Market Head

The bank said that the new head, who joined in 2019, has managed his role as market head Germany and Austria “very successfully over the past five years.” ...

People Moves
11 July 2024

Barclays Names Senior Figure For India, Global Indians Businesses

The newly-appointed manager will run and distribute investment products and services, including wealth advisory in the private bank and wealth businesses for India and the "global Indians" segments. ...

New Products
11 July 2024

What’s New In Investments, Funds? – Fiera Capital

The latest news in investment offerings, financial products and other services relative to wealth advisors and their clients. ...

Awards
11 July 2024

Nominations Open For WealthBriefing European Awards 2025

The latest announcement from the awards team from WealthBriefing. ...

WM Market Reports
10 July 2024

Global Wealth Recovered In 2023; Switzerland Remains Top Cross-Border Centre

For all the pressures it has been under, Switzerland remains the world's largest offshore centre, with Hong Kong in second place, while the UAE is expanding rapidly. ...

Guest Articles

Technology
11 July 2024

Preventing Losses In Wealth Transfers: Tackling Information Asymmetry

The author of this article says that unequal or inaccurate information creates an imbalance, typically disadvantageous to one party. In asset transfers, this often involves key attributes such as valuation, cond...

Legal
11 July 2024

How Divorce Affects Philanthropy

The author of this article poses the question of whether divorce necessarily impact philanthropy negatively or can separated couples continue as co-trustees? ...

Technology
10 July 2024

Hong Kong’s Successful Approach To Cryptocurrency Regulation

A number of measures show that Hong Kong is determined to foster a "vibrant ecosystem" for virtual assets and other related products. ...

More Guest Articles

Register for WealthBriefing today

Gain access to regular and exclusive research on the global wealth management sector along with the opportunity to attend industry events such as exclusive invites to Breakfast Briefings and Summits in the major wealth management centres and industry leading awards programmes

Comment and Analysis

“Our research-driven features explore the most relevant topics for wealth managers, ranging from how technology shapes the industry through to which international financial centres make the largest impact. Our editorial and research teams draw on deep experience to bring readers the insights they need to drive profitable businesses in a fast-changing world.”

Tom Burroughes, Group Editor

Offshore
1 July 2024

The Bahamas: A Complete And Compelling Choice – Part 1

The document has been put together by the Caribbean jurisdiction's financial services sector alongside this publication. This is the first of a two-part series. ...

Wealth Strategies
1 July 2024

Proteomics: A New Frontier In Innovative Health Investing

A UK-based investment boutique, which puts innovation at the heart of how it chooses stocks, talks about the promise of an emerging field in science called proteomics. ...

Strategy
26 June 2024

The Good, The Difficult And The Stable – What Headhunters See Around The World

We talk to wealth management headhunters in North America, Europe, Middle East and Asia about what they see as the important trends in the industry right now. ...

Real Estate
26 June 2024

As HNW Individuals Seek Options, An Adriatic Resort Prepares

Luxury resorts based in low-tax jurisdictions have been around for decades; given the winds of change in certain countries when it comes to tax – such as the UK – places seeking to attract HNW individuals ha...

Alt Investments
4 June 2024

An Expert Sparring Partner For Wealthy Investors In Alternatives

A Germany-headquartered multi-family office, which won a capital market licence earlier this year, talks about how UHNW investors can and should work with such firms to tap into expertise and gain insights. ...

M and A
29 May 2024

Swiss Bank Consolidation Chatter Shows How Scale Dominates Thinking

Regardless of the truth of specific rumours and media stories, the idea that more Swiss banks might tie the knot suggests that consolidation and a desire for scale – given the tumultuous events of last year ...

Research Reports

“We’re lucky to have an unparalleled network among the industry, encompassing the most senior executives along with those on the front line across all its segments. This allows us to delve deeply into every issue affecting the wealth industry and also to drive the discourse on key strategic issues.”

ClearView Financial Media Research Team

Offshore
1 July 2024

The Bahamas: A Complete And Compelling Choice – Part 1

The document has been put together by the Caribbean jurisdiction's financial services sector alongside this publication. This is the first of a two-part series. ...

White Papers
11 January 2024

The Bahamas: A Complete And Compelling Choice – White Paper

This news service is delighted to unveil the full edition of the Bahamas-focused publication that ranges across topics from digital assets to investment analysis. ...

White Papers
6 December 2023

The Bahamas: A Complete And Compelling Choice – Part 4

In the final part of a four-part series, this news service issues a report about developments in the Caribbean jurisdiction. ...

White Papers
23 November 2023

New Report: How Wealth Ecosystem, Healthcare Interact

The boundaries between health and wealth increasingly intersect and a new report from China's Hywin in conjunction with this news service explores the many facets. ...

White Papers
13 October 2023

Research: Tech & Ops Wealth Trends In Wealth Management 2023

The 26-page report examines the issues and concerns affecting the shape of technology and operations in the world's wealth management sector. ...

White Papers
21 September 2023

Winning Women In MENA: How Wealth Managers Can Help Further Female Empowerment

A new report from this news service, in partnership with First Abu Dhabi bank, explores what HNW women in the region want from advisors, and why it is also important for firms to understand and serve these clien...

Article Categories

Real Estate
26 June 2024

As HNW Individuals Seek Options, An Adriatic Resort Prepares

Luxury resorts based in low-tax jurisdictions have been around for decades; given the winds of change in certain countries when it comes to tax – such as the UK – places seeking to attract HNW individuals ha...

Alt Investments
4 June 2024

An Expert Sparring Partner For Wealthy Investors In Alternatives

A Germany-headquartered multi-family office, which won a capital market licence earlier this year, talks about how UHNW investors can and should work with such firms to tap into expertise and gain insights. ...

Alt Investments
23 January 2024

Japan's VC Sector Gathers Momentum

While Silicon Valley has hogged much of the limelight in VC, Japan's much smaller sector hasn't enjoyed the same kind of attention, but reforms and other changes mean that this obscurity is fading, an investment...

Alt Investments
4 October 2023

How Hedge Fund Investors Keep Composed In Volatile World

This news service talks to Sussex Partners, a UK-based business that advises institutions about hedge fund allocations. With markets often volatile at times, and recovering after the selloffs of 2022, what appro...

Alt Investments
4 August 2023

How "Evergreen" Approach Wins Friends For Private Markets

There appears to be something of a trend towards "perpetual" or "evergreen" fund structures that are designed to surmount some of the obstacles for accessing more traditional forms of private market investing. ...

Alt Investments
21 March 2023

In Tough Times, Private Market Secondaries Can Shine

The venture capital, private equity and other parts of the "private markets" space have been jolted by rising interest rates and, of course, the drama around Silicon Valley Bank. We talk to a Swiss firm playing ...

Asset Management
6 March 2023

Comgest's Mood Brightens For Europe, Asia Investments

After a strong start to global stock markets, Franz Weis chief investment officer at Comgest, a growth investor, discusses with this publication in Paris the outlook for 2023 and investment opportunities in Euro...

Asset Management
17 June 2022

Exclusive: Why Investors Cannot Ignore India's Promise

David Cornell, CIO at Ocean Dial Asset Management, discusses with WealthBriefing why India is a top place in which to invest and why he is optimistic about prospects for firms in the country. ...

Asset Management
14 October 2021

Cultural Shifts Driving Alternative Lending Growth

More investors are tuning into direct lending and leasing strategies as a way of gaining steady returns and directing their investments into essential UK services. ...

Asset Management
5 February 2021

Disciplined Bitcoin Investing Can Pep Up Portfolios - Nickel Digital Asset Management

We talk to a founder of a new London-based investment firm that holds bitcoin. It argues that when managed in a controlled manner, exposure to the cryptocurrency can add valuable returns to a portfolio. Price ac...

Asset Management
23 November 2020

What's On Swiss EAMs' Menu Over Coming Years

This news service takes another look at external asset managers in Switzerland and the forces shaping this market in the recent past and over coming years. ...

Asset Management
2 November 2020

Big Changes Come For Swiss EAMs; Future Looks Positive

The industry is going through a number of major changes, some of them due to domestic Swiss regulations that are taking force over the next two years. We delve into some of the themes around the sector. ...

Art
9 February 2023

Fine Art Finance – A Change Of Perspective For Your Collection

The international law firm gives a brief tour of the fine art investment landscape, a subject of interest to private client advisors, banks and others looking after HNW and ultra-HNW clients. ...

Art
2 December 2022

Fractions Of Fine Art – In Conversation With Mintus

The $65 billion-plus fine art market hasn't been an easy one to penetrate for those who aren't uber-wealthy. The "fractionalisation" trend might change that. We talk to a firm in the space. ...

Art
24 February 2022

NFTs: A World Of Wealth Beyond Gotham City 

While there is much buzz and confusion surrounding NFTs in the media, understanding the reality of this space and what it can offer investors will be essential, the author of this article argues. ...

Art
7 October 2021

Art's Courtship With Non-Fungible Tokens: The Legal Territory

Art is subjective, designed to test boundaries and spark conversations, and NFTs have undeniably delivered on both those fronts. Legal specialists examine the rise of the phenomenon and explain a number of legal...

Art
19 August 2020

Stored Away: There's So Much Art Available For Market

We talk to Overstone Art Services, a UK-based organisation, about the state of the world's fine art market and how so much potential material is stored away and available for being transacted or lent against. ...

Art
20 November 2018

Managing the Family Art Collection As A Business

An art and investment expert argues that just like a family business, every family art collection needs management both for itself and in order to share it with the outside world. ...

Client Affairs
5 January 2023

Focus On Investment Opportunities In India – Lombard Odier

Stéphane Monier, chief investment officer at Swiss private bank Lombard Odier in Geneva, discusses the driving forces behind India’s expected economic growth in 2023, with the country’s economic ambitions g...

Client Affairs
1 December 2022

HNW Individuals' Public Profiles Risk Reputation Threats

Social media and the constant flow of news puts HNW people under intense scrutiny. Here is an article suggesting ideas on how people can guard their reputations. ...

Client Affairs
15 July 2022

Exclusive: Diversified Portfolio Key For Investors – Kingswood

Despite the better-than-expected rise in UK GDP in May, investment managers believe that the possibility of the UK entering a recession in 2022 looms, as well as in Europe and the US, and discuss where investors...

Client Affairs
10 May 2022

"No Fault Divorce" – Only A Tick Box Away From Separation

A change in law affecting England and Wales came into force from early April, changing the landscape for divorce law. ...

Client Affairs
9 December 2021

No Time To Write off Inter-Dealer Voice Brokers

In an increasingly digitalised trading environment, this guest writer looks at the future for voice-brokered transactions. Are they heading for redundancy? And, if so, how shortsighted is the bet on electronic o...

Client Affairs
3 February 2021

The Case For Avoiding GameStop Craze

The surge in retail investor trading in shares such as computer games retailer GameStop, cinema chain AMC and now the silver market, has prompted warning noises from regulators and considerable media chatter. Wh...

Compliance
15 December 2023

Handling HNW Clients' Data Via Tokenization – An Overview

Banks and other players in the wealth management space transfer data across borders – a fact becoming more significant as globalisation has taken place. How information can be moved without falling foul of reg...

Compliance
29 November 2023

One Year On From CJEU Ruling Vs Public Registers Of Beneficial Ownership

An organisation working in the field of compliance and regulation argues that last year's European court ruling against public registers of beneficial ownership was a serious blow to being able to onboard people...

Compliance
15 November 2023

Can Rapid Account-Opening Coexist Alongside Heightened Compliance?

The approach that banks and other wealth management industry players take towards handling politically exposed persons (PEPs), know-your-client (KYC) tasks and the vexed topic of "de-banking" is discussed by thi...

Compliance
9 November 2023

FINMA's Cryptocurrency Stance Makes Swiss Industry Nervous

Switzerland has made waves in the world of cryptos and digital assets. Its "crypto valley" in Zug is now one of the more recognised centres of this space. Industry figures are becoming concerned about how the re...

Legal
31 August 2023

Learning The Legal Lessons From “Succession”

In this detailed analysis of legal questions generated by the HBO television drama, law firm Squire Patton Boggs walks readers around the issues. ...

Compliance
21 March 2023

Developments In Private Bank RegTech – Views From The Experts

Regulatory technology – software that a private bank has to use in order to produce information and analyse it at the behest of regulators – is evolving by leaps and bounds. ...

ESG
9 May 2024

EXCLUSIVE: Spotlight On Regenerative Agriculture, Forestry – SLM Partners

Paul McMahon, a co-founder and managing partner of asset manager SLM Partners, discusses why there has been higher investor interest in regenerative agriculture and forestry recently and why it has potential to ...

ESG
14 November 2023

How Blending Philanthropy, Investment Creates "Win-Wins" – Pictet

This news service recently spoke to a senior Pictet figure about the work it does on sustainability, impact investing, and philanthropy – areas which increasingly intersect. ...

ESG
14 November 2023

"Greenwashing" Controversies Focus Minds On What Investors Own

This news service talks to the MFO – born from a series of corporate mergers and acquisitions – about how controversies in areas of ESG investing and sustainability are ultimately positive in the long run if...

ESG
13 September 2022

Fossil Fuels And Transition: What's The Direction Of Travel?

A commentator on ESG and sustainability talks to this publication about the transition from fossil fuels – not necessarily a straightforward process, as suggested by the disruption to global energy markets cau...

ESG
16 August 2022

Pushback Against ESG: Collective Action Or Collective Suicide?

The supposedly remorseless drive against carbon-based energy towards areas such as wind, solar, hydrogen, biomass and other technologies has, among other events, been interrupted by Russia's squeeze of gas expor...

ESG
15 July 2022

Greenwashing: How Big Is The Problem And How To Fix It?

With the rush of money into the area of "green" and ESG investing, a concern arises about how faithful investments are to such ideas. Greenwashing has become an oft-repeated concern. We talk to a wealth manageme...

Family Office
25 October 2023

EXCLUSIVE: A Walk Around Germany's Single-Family Offices Sector – Part 2

In part one of this two-part feature, this publication talked to German banks about their work with the country's single-family offices. Now it is the turn of Swiss banks to discuss how they approach the German ...

Family Office
24 October 2023

EXCLUSIVE: A Walk Around Germany's Single-Family Offices Sector – Part 1

As it is high time that this news service took a deep dive into the German single-family offices sector, we talked to some of the country's banks who serve it, and set out the scale of what this sector holds. ...

Family Office
28 September 2023

Family Offices Aren't Shunning Risk, But Getting Smarter – Citi Private Bank

After its survey emerged a few weeks ago, Citi Private Bank spoke again to this news service about the insights it gleaned, and also reflected on why it gained such a large increase in responses this year. ...

Family Office
7 November 2022

EXCLUSIVE: LNG – A Growth Driver For Three Groups Of Single Family Offices

Demand for liquified natural gas, aka LNG, is high amidst a global energy crisis, magnified by Russia's attempted conquest of Ukraine and the aftershocks of the pandemic. We look at family offices that are tappi...

Family Office
3 May 2022

EXCLUSIVE: Europe And North America – Single Family Offices Compared

The extended coverage of single family offices by Highworth Research's database – working with WealthBriefing - throws up all kinds of useful data points for people tracking the sector. ...

Family Office
11 November 2021

Borrowing Against Securities - What Family Offices Should Consider

What sort of issues should wealthy families consider in raising finance against assets such as listed equities and other securities? ...

Fund Management
19 October 2023

Focus On Ireland As A Growing Financial Hub

Michael D’Arcy, former Irish minister of state at the department of finance, discusses the outlook for fund management in Ireland on the 25th anniversary event of Mediolanum International Funds, where the futu...

Fund Management
24 November 2022

Niche Carmignac Fund Aims To Win Big In Family-Owned Companies Space

We talk to a manager of a fund that concentrates on family-owned businesses, and these can range from the small to the very large, with their own idiosyncrasies and return characteristics. ...

Fund Management
8 November 2022

Focus On Long-Term Investment Opportunities – Baillie Gifford

Faced with soaring inflation, rising interest rates and geopolitical conflicts, investment managers at Baillie Gifford in Edinburgh discuss with WealthBriefing where opportunities lie in the longer term, in what...

Fund Management
24 June 2021

Helping Professional Fund Investors Build A Proven Track Record

This publication recently interviewed SharingAlpha, a business that takes the ranking of funds and assessment of their track records to a new level, and thereby helps buyers of funds to get a clearer idea of the...

Fund Management
10 June 2021

Lifting The Fog On ESG's Data Problem

Calls are growing for accurate high-quality ESG data that is assessed under a global standard. Otherwise sustainable investing has no foundation for achieving what the world is expecting from it. ...

Fund Management
19 January 2021

Managers Hone 2021 Investment Opportunities

January is typically when fund managers post where opportunity is knocking in a year expected to deliver a broad recovery. A round up of views on China, reporting impressive GDP growth this week; the ongoing val...

Investment Strategies
5 March 2024

Managing Autocracy Risk Is Big Wealth Protector

A quick perusal of news headlines underscores why the risk of holding firms exposed to dictatorships, seizure of assets, sanctions and disruptions must be closely managed, to an extent that arguably is not yet f...

Investment Strategies
22 August 2023

Value And Growth – Japan’s Promise And Performance

This news service recently talked to a UK-based investment house that concentrates on Japanese investments and the opportunities it sees building in the country. ...

Investment Strategies
10 January 2023

Emerging Markets In 2023: Short-Term Pain Before Long-Term Gains

LGT Wealth Management joins the chorus of firms talking about investment issues and challenges at the start of a new year. ...

Investment Strategies
9 November 2022

Cash-Rich Firms Can Tap M&A Opportunities As Rates Rise

Companies with plenty of cash stand to benefit from the M&A opportunities that can be thrown up in the air when credit conditions tighten, as they are at present. The author of this article, a fund manager, delv...

Investment Strategies
12 July 2022

Seeking A Sustained Asia Rebound Amid Rising Risks

PineBridge Investments asks what sort of market rebound in Asia is likely at a time of economic and geopolitical risks. ...

Investment Strategies
20 April 2022

Steering A Careful Course Around Credit Amid Volatile Times

We talk about rising rates, hot inflation, Russia and much else with a senior figure at an asset management house overseeing more than $500 billion of assets. ...

Offshore
1 July 2024

The Bahamas: A Complete And Compelling Choice – Part 1

The document has been put together by the Caribbean jurisdiction's financial services sector alongside this publication. This is the first of a two-part series. ...

Offshore
17 April 2024

How Citizenship/Residency-By Investment Programmes Evolved - And What's Next

A marker for globalisation and the degree of unfettered movement that people enjoy, the market for so-called "golden visas" - has developed rapidly since early days when dominated by a handful of jurisdictions. ...

Offshore
12 April 2023

Why Residency/Citizenship-By-Investment Visas Aren't Going Away

This news service speaks to a business that has offices in a number of jurisdictions – including Russia – which advises people on visa programmes aimed at wealthy individuals and their families. ...

Offshore
6 March 2023

The Squeeze On Investment Visas – What Should Happen Now?

With these programmes, the subject of this interview says, the benefit is not just in the initial investment but all the investments later on, the taxes paid, the money spent in the economy, and the jobs created...

Offshore
1 February 2023

Dubai Government Doubles Down In Attracting Onshore, Offshore Wealth

We talk to the government in Dubai – at its economic and tourism department – about its objectives for the jurisdiction's financial services hub and how it fits into the wider region, and beyond. ...

Offshore
25 January 2023

New BVI Act Provides Clarity On Virtual Assets

In December, legislation was introduced in the British Virgin Islands for virtual assets. The authors of this article – from Ogier – discuss its impact and what the industry should do. ...

Philanthropy
2 February 2024

Making An Impact - In Conversation With Big Issue Group's Nigel Kershaw

WealthBriefing talks to a prominent figure in the UK philanthropy/impact investing world, involved with Big Issue Invest and The Big Issue Group. For much of his life, Nigel Kershaw has worked in the space, foun...

Philanthropy
26 January 2024

Taking Risks Out Of Philanthropy

We talk to law firm Farrer & Co and a lawyer working in the charities area about the kind of themes emerging in the philanthropy sector in the UK. ...

Philanthropy
7 December 2023

Philanthropy In Testing Times: A Transatlantic Perspective

Whether it is sunset clauses on foundations, arguments about purpose, help with clients about complexity, or other tasks, the role of philanthropic advice isn't a "soft" topic for wealth managers and banks. This...

Philanthropy
25 July 2023

Bringing Great Eye Vision To The Poor – A Hong Kong Philanthropist's Tale

Chen’s philanthropy journey throws light on an important aspect of charity that can be overlooked. And his story also highlights lessons that advisors can share with clients on the topic. ...

Philanthropy
20 December 2022

Asset Allocation For Philanthropists Gets Tough

Rising inflation, falling stock markets, pleas for help and donors' own financial constraints mean that charities' coffers are strained. How should asset allocation and liquidity be managed at such a time, or sh...

Philanthropy
13 January 2022

Cazenove Capital Eyes Strong Donor Advised Fund Demand

Donor-advised funds are a turn-key solution for rapidly building a philanthropic toolkit and getting past some of the snags involved in creating charities, the UK wealth management firm has said after launching ...

New Products
29 March 2016

GUEST ARTICLE: Sink Or Swim - Don't Forget The VAT On Luxury Yachts

Owners of superyachts who haven't got their value added tax affairs in order could run aground, warns an expert on the sector. ...

New Products
24 June 2015

FEATURE: Crowdfunding Goes For The Frontier As Model Evolves

The capital-raising model known as crowdfunding is spreading to frontier/emerging markets. This article looks at a UK-regulated platform that recently started in business. ...

New Products
7 April 2014

New Service Taps Need To Efficiently Re-Segment Clients, Move Declared Money

As wealth managers shake up client segments and change offshore models, a service has been launched in Europe so that hundreds of billions of flows of client money between affected firms can be handled painlessl...

New Products
31 May 2012

Summary: New Kids On The Block In European Wealth Management

As the half-way point of 2012 nears, this publication looks back at some of the new arrivals in the industry since the start of the year. ...

New Products
5 May 2011

Interview - Cheap Valuations Look Tempting In Argentina

Argentina has been through difficult economic times but it is still the second biggest LatAm economy and there are signs that developments are turning more positive, an investment firm argues....

New Products
26 October 2005

Property Derivatives: The Next Big Thing for Private Investors?

Property derivatives are likely to become an increasingly attractive investment vehicle for private investors, according to Investec Private......

Strategy
26 June 2024

The Good, The Difficult And The Stable – What Headhunters See Around The World

We talk to wealth management headhunters in North America, Europe, Middle East and Asia about what they see as the important trends in the industry right now. ...

Strategy
19 February 2024

IQ-EQ Says US Wealth, Family Offices Sector Holds Big Opportunities

We talk to the group about its views on the potential, and the needs, of sectors such as US family offices. The firm has been in expansion mode worldwide, including North America. ...

Strategy
16 February 2024

Singapore's Seviora Capital Intensifies Focus On Asian Food, Agriculture

Asia, which is home to 60 per cent of the world’s population, will need to produce more using fewer resources to feed its growing population. ...

Strategy
15 January 2024

IQ-EQ Taps Into Gulf Region's Wealth Bonanza

Shortly after announcing new operations in Abu Dhabi, the investor services group talked to this news service about its business approach. ...

Strategy
15 September 2023

Learning From The UK "De-Banking" Furore – A Modern Bank's Perspective

A new financial services firm that calls itself a "Coutts-Revolut" hybrid reflects on the recent "de-banking" saga in the UK and why some of the attitudes and behaviours on display should be avoided if UK bankin...

Strategy
22 May 2023

BOOK REVIEW: In Defence Of Capitalism, By Rainer Zitelmann

While unlikely to sway those already hostile to the free market economic system, this book puts a stack of facts and figures in front of those who, perhaps because of their public roles in driving debate, could ...

Surveys
29 August 2022

Asia Has Less Envy And More People Striving For Wealth

Social envy of wealth is much lower in parts of Asia than in many European nations – arguably a reflection of the ascent of a large and growing middle class in Asia. No wonder wealth managers are heading eastw...

Surveys
4 September 2020

Family-Owned Businesses Withstand COVID Assaults

Credit Suisse Research Institute has published its latest findings on the resilience of family-owned companies across global territories, and how they have performed against their non-family counterparts in thes...

Surveys
30 June 2020

Summary Of Wealth Management-Related MBAs, Post-Grad Courses - Updated

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. ...

Surveys
19 May 2014

EDITORIAL COMMENT: Rich List Prompts Thoughts On Inequality, The Need For Robust Defence Of Capitalism

The publication of the Sunday Times Rich List comes at a time when the academic and policymaking world is becoming exercised again about inequality. The wealth management industry cannot afford to ignore this is...

Surveys
2 December 2013

EXCLUSIVE: Report Questions The Quality Of Social Media Activity Among Private Banks

The overall quality of social media activity among prevalent global wealth managers and private banks has “not improved noticeably” over the last year, Swiss firm MyPrivateBanking says in a new report....

Surveys
26 September 2012

Advanced HNW Planning Benefits "Negated" By Outdated Estate Plans - New Study

Three-quarters of estate plans relating to HNW clients are at least three years old, yet an overwhelming 95 per cent of these clients have experienced “significant changes” since the plans were drawn up, a n...

Tax
9 October 2023

Sparing No One: Cross-Border Taxation of Globally Mobile Individuals – Part 2

This article continues to examine – via the circumstances of Prince Harry and Meghan, the Sussexes – the issues that arise when a taxpayer is subject to tax in two countries such as the US and UK. This is th...

Tax
6 October 2023

Sparing No One: Cross-Border Taxation of Globally Mobile Individuals - Part 1

This is the first of a highly detailed examination of cross-border tax issues for individuals living overseas and often using multiple jurisdictions. ...

Tax
21 February 2023

Soaring Inheritance Tax Receipts Highlight Need For Reform

Inheritance tax receipts are rising, and this suggests that tax brackets are capturing a wider section of the population than was envisaged when such levies started more than a century ago.  ...

Tax
23 February 2022

As UK Raises Taxes, Where Do Venture Capital Trusts Fit In?

Investment vehicles that have certain tax advantages over time are more popular when certain entities, such as pensions, are squeezed as governments try to raise revenue. The author of this article makes the cas...

Tax
8 November 2021

Women And Wealth: Minimising The Inheritance Tax Burden

This practitioner examines the knowledge gap between women and men where IHT is concerned; and what measures, as they become primary wealth holders, women should take. ...

Tax
26 October 2021

Undisclosed Digital Assets? - Decision Time Is Now

Anyone who bought into the idea that cryptocurrencies - aka digital assets - such as bitcoin cannot be traced and are a perfect shelter from tax are in for a rude shock. The author of this article, David Lespera...

Technology
14 May 2024

Exclusive: FIS Focuses On AI’s Wealth Management Role

Russell Andrews, head of wealth and asset management EMEA, capital markets at Florida-headquartered Fidelity National Information Services (FIS), discusses with this news service how wealth management will evol...

Technology
5 February 2024

How T3 Experts See Artificial Intelligence

AI may not have dominated discussions at the recent annual T3 conference in Las Vegas, but nonetheless, it remains a key topic for wealth advisors. ...

Technology
21 August 2023

How AI Can Raise Wealth Management Game In The Gulf

With artificial intelligence technology gathering headlines and stirring controversy – and excitement – we examine how it could affect private banking and wealth management in the Middle East. ...

Technology
6 February 2023

An Economic Era Of Data Democratisation?

The author of this article talks about the economic background of inflation and economic difficulties to argue that the "democratisation of data" is key to driving innovation in such a time. ...

Technology
2 February 2023

Where Next For Banks And Digital Assets?

The rout in prices of cryptocurrencies and certain entities last year shook the sector and has left banks, wealth managers and other asking lots of questions. This article addresses some of them. ...

Technology
11 January 2023

Exclusive: Wealth Management 2.0 – The Big Opportunity That Only Technology Can Deliver

Camille Vial, who is the CEO of Mirabaud, the Swiss private bank, and Max Chuard, CEO of Temenos, the Swiss technology firm working in the financial space, recently had a conversation on where they see tech tren...

Trust Estate
26 June 2023

INTERVIEW: Wealth Managers Must Get Proactive About Handling Elder Abuse

This news service talks to a UK-based law firm about the problem of "elder abuse" – a term covering a variety of topics. Adults aged over 50 control more than 70 per cent of the nation's wealth. The stakes for...

Trust Estate
3 March 2023

Challenges For Multi-Generational Families Over Succession

A take-home point from this article is that for multi-generational family firms to navigate succession smoothly, planning is key. ...

Trust Estate
24 August 2021

The Problem With Death And Taxes - Analysing A Recent Case

In succession planning, those involved in arrangements need to take into account unforseen events that might go against the plan. The author of this article considers a recent case in the UK. ...

Trust Estate
14 September 2020

Will The Pandemic Cause More Contested Will And Estate Cases?

The author of this piece, a partner at law firm Stevens & Bolton, asks what the virus and associated turmoil will do to estate and succession plans, such as whether more wills will be fought over. ...

Trust Estate
1 September 2020

Should Trustees Be Worried About Global Warming?

What should those who hold and run trusts think about climate change and the consequences that are said to come from it? A senior figure from offshore law firm Ogier, in Jersey, considers the terrain. ...

Trust Estate
12 August 2020

Law Of Unintended Consequences - Inheritance And The Pandemic

Mistakes over estate planning come to light when, as a result of COVID-19, families can be hit with large and unexpected bills for inheritance tax. Some gifts can "go wrong". One particular rule that needs to be...

White Papers
11 January 2024

The Bahamas: A Complete And Compelling Choice – White Paper

This news service is delighted to unveil the full edition of the Bahamas-focused publication that ranges across topics from digital assets to investment analysis. ...

White Papers
6 December 2023

The Bahamas: A Complete And Compelling Choice – Part 4

In the final part of a four-part series, this news service issues a report about developments in the Caribbean jurisdiction. ...

White Papers
23 November 2023

New Report: How Wealth Ecosystem, Healthcare Interact

The boundaries between health and wealth increasingly intersect and a new report from China's Hywin in conjunction with this news service explores the many facets. ...

White Papers
13 October 2023

Research: Tech & Ops Wealth Trends In Wealth Management 2023

The 26-page report examines the issues and concerns affecting the shape of technology and operations in the world's wealth management sector. ...

White Papers
21 September 2023

Winning Women In MENA: How Wealth Managers Can Help Further Female Empowerment

A new report from this news service, in partnership with First Abu Dhabi bank, explores what HNW women in the region want from advisors, and why it is also important for firms to understand and serve these clien...

White Papers
22 August 2023

Jersey Finance Report On Digital Assets, Crypto-Currencies

A new report, published with the island's financial promotional organisation, sets out the issues in and around digital assets and crypto-currencies such as bitcoin. ...

M and A
29 May 2024

Swiss Bank Consolidation Chatter Shows How Scale Dominates Thinking

Regardless of the truth of specific rumours and media stories, the idea that more Swiss banks might tie the knot suggests that consolidation and a desire for scale – given the tumultuous events of last year ...

M and A
13 November 2020

Asia's Singlife Sees Big Wealth Management Market Potential

In September, Singapore's Singlife said that it intended to merge with Aviva Singapore, and this created an opportunity for this news service to talk to the firm about the role of life insurance in the wealth ma...

M and A
18 September 2020

WEALTH TALK: Focus On Possible Bank Mega-Merger

It may be a speculative story at this stage, but a recent report, quoting unnamed sources, saying that the heads of UBS and Credit Suisse were considering a possible merger has been one of the most-read articles...

M and A
22 August 2019

WEALTH TALK: Focus On Financial Tech M&A

This publication discusses one of the largest M&A deals to affect the data and information services used by the financial sector in recent years. ...

M and A
9 August 2019

The Refinitiv Deal: What It Means For Wealth Management

This article examines the London Stock Exchange Group's purchase agreement for Refinitiv, what it might mean for wealth management, and the wider financial industry. ...

M and A
17 June 2016

GUEST COMMENT: What Are The Ingredients For A Successful Wealth Management M&A Deal?

How can acquiring firms increase the chance of success in an M&A deal in terms of adding long-term value? With so many deals going through, it is time to take stock. ...