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Latest Comment & Analysis
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. ...
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. ...
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...
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. ...
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...
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
Jersey's VG Group Makes Promotions, Hires
The group said that its new business has risen rapidly over the past year. ...
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-...
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...
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. ...
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. ...
The ESG Phenomenon - Manulife
Developments and commentary in and around the ESG investment space. ...