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Latest News

Compliance
31 January 2023

Russian Oligarch, Former Football Boss Was UBS, Barclays Client – Report

The report said the oligarch's offshore trusts were reorganised shortly before the UK and Europe imposed sanctions on him. UBS declined to comment; Barclays did not comment on the specific details of the case. ...

ESG
31 January 2023

The ESG Phenomenon: PineBridge, Redwheel

The latest developments in the ESG space.  ...

People Moves
31 January 2023

Natixis CIB Makes Asia Pacific Credit Organisation Appointments

The latest moves and appointments at Natixis Corporate & Investment Banking in Asia Pacific.  ...

Alt Investments
30 January 2023

Greater China Private Equity, Venture Funds Still Drawing In Big Sums

Fewer funds completed fundraising last year than a year earlier suggesting that the tougher economic climate may have been a headwind. However, the financial totals for money raised were higher, figures showed. ...

Compliance
30 January 2023

Morgan Stanley Punishes Staff Over WhatsApp Violations – Media

The saga underscores regulators' concerns that bankers and other financial sector staff might be avoiding necessary controls by using such channels. A raft of firms have been charged by the SEC over this issue. ...

New Office
30 January 2023

Hong Kong's Tsangs Group Opens In Singapore

The organisation calls itself "an innovation-focused global family office that bridges East and West." ...

People Moves
27 January 2023

Capital Group Appoints New Chief

Los Angeles-based investment manager Capital Group has announced leadership changes as it expands beyond US equity.   ...

Uncategorised
27 January 2023

From The Editor's Chair: Results, Merger Deals And Video Interviews

An update from the editor about recent coverage and what coverage is coming in the next few days on this site. ...

Surveys
27 January 2023

Investors Take A Happier Turn In January

The increase in optimism comes after a run of worsening mood around the world, the figures show. ...

Investment Strategies
27 January 2023

India's Adani Hits Back At Short-Seller's Attack

The story sheds light on the ways that short-sellers seek to profit by targeting organisations which they claim are weak, mismanaged or not sufficiently profitable. The India-based conglomerate has responded, sa...

People Moves
27 January 2023

Brown Advisory Expands Presence Outside US

US-based Brown Advisory, a privately held global investment management firm, has made a string of senior appointments outside the US. ...

Strategy
27 January 2023

OPINION OF THE WEEK: Wealth As A Service: Looking Beyond “Crazy Rich Asians”

The author of this opinion piece explores the promise and challenges of serving mass-affluent wealth management clients in the Asia-Pacific region. ...

M and A
27 January 2023

Indosuez Wealth Management Acquires Most Of Wealth Dynamix

The transaction extends collaboration between the firms that started in 2019. ...

Industry Surveys
26 January 2023

Redefining Wealth In Family Businesses – KPMG Report

KPMG Private Enterprise has released a new report this week – Redefining wealth in business families – which looks at the diversification of family businesses financial, human and social capital. ...

Register for WealthBriefingAsia 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

Tom Burroughes, Group Editor

“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

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...

Compliance
29 November 2022

The FTX Collapse: The Lessons

The author of this article argues that the failures with FTX are little to do with regulation or lack of it. Without proper controls, management integrity and attention to detail, most businesses will fail event...

Compliance
27 October 2022

The Pandora Papers One Year On: Lessons Learned And To Learn

Today, the idea appears to grow that holding wealth is something deserving of opprobrium. The more discreetly wealth is held, the stronger the assumption that what is being concealed are social, if not actual, c...

Emerging Markets
14 October 2022

Focus On Investment Opportunities In China – Chartwell Capital

As investors struggle to decide where to put their money, Ronald Chan, founder and CIO of Chartwell Capital, an investment firm based in Hong Kong, discusses with WealthBriefing investment opportunities in China...

WM Market Reports
4 October 2022

Tenth WealthBriefing Tech & Ops Trends Report

Here is our 2022 Technology and Operations Report, a regular overview of the trends affecting the wealth management industry and the technology that it uses. ...

Practice Strategies
4 October 2022

Back To School: Summary Of Wealth Management-Related MBAs, Post-Grad Courses

Here is an updated list of various courses, mostly of postgraduate and MBA level, that are relevant to people pursuing or contemplating a career in wealth management. ...

Research Reports

Wendy Spires, Head of Research

“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.”

Wendy Spires, Head of Research

Article Categories

Alt Investments
11 July 2022

Regulators Must Craft New Rules For Growing Private Markets

Private market investing has been a constant theme in wealth management over recent years. Are regulations keeping up with this? Given the issues at stake, the industry must work with watchdogs such as the SEC t...

Real Estate
11 May 2022

New UK Heat Regulations And Property – What Family Offices Should Know

A new set of rules in the UK, taking force from the start of September, is designed to improve energy efficiency in commercial property. This means that asset owners, such as family offices, have much to think a...

Alt Investments
11 April 2022

How To Interface Digital Assets With The Family Office

Family offices will need to update their thinking – and their technological capabilities – just as rapidly as they are changing their asset allocation strategies amid a digital assets boom. Here, we dig deep...

Alt Investments
21 February 2022

"Dry Powder" And "Democratisation" – Trends In Private Market Investing

This publication talks to Broadridge, the financial technology firm, about trends in the private markets investments space, including the much-touted "democratisation" of access and the amount of unspent cash si...

Alt Investments
28 October 2021

Shift To Perpetual Capital Widens Alternative Assets Access - Blackstone

The investment house, specialising for years in fields such as alternative assets, private equity, credit and forms of real estate for example, is expanding its footprint. And it has talked about the "perpetual...

Real Estate
6 October 2021

Making Offices Hygienic - How Pandemic Affects Business

Some financial sector firms want staff back in the office, some are moving to a hybrid model and in the case of PwC recently, allowing all staff in certain roles to work remotely. Regardless, there's a need for ...

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. ...

Asset Management
11 October 2019

How Serious Is "No-Deal" Brexit For Private Equity, Real Estate And Family Offices?

A view from Luxembourg on where there is resilience and opportunity as the 31 October deadline approaches. ...

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. ...

Art
21 March 2018

Art For Investment Is No Sure Guide To Riches, Warns Stonehage Fleming

Art is not a sure path to riches, although investing in the sector can bring rewards that cannot be measured in purely financial terms. The author of this item looks through some of the risks and issues arising ...

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...

Legal
4 January 2023

The Power Of Nuptial Agreements In English Courts

As the authors of this article explain, nuptial agreements are not automatically binding in the English jurisdiction; instead they are only one factor for the Family Court to consider, among many others, when ex...

Compliance
23 December 2022

Editorial Comment: Danske's Dirty Money Settlement Shows Complacency Isn't An Option

We reflect on how, at the end of 2022, US and Danish regulators imposed a $2.06 billion settlement on Danske Bank over the dirty money scandal at its former Estonia branch. The affair, concerning laundering of m...

Legal
12 December 2022

Handling Harassment: Rights, Wrongs For HNW Families

Intrusive and unwanted communication can be alarming and upsetting. If deep-down something feels wrong, it is prudent to assume that it may well be and to seek advice as soon as that is the case, so the authors ...

Compliance
1 December 2022

The FTX Collapse: The Lessons

The author of this article argues that the failures with FTX are little to do with regulation or lack of it. Without proper controls, management integrity and attention to detail, most businesses will fail event...

Legal
30 November 2022

Invisible Contracts When Moving In With A Partner

Couples choosing to cohabit should consider documenting their intentions in relation to their property and finances so both parties know from the start what their respective entitlement and rights are. ...

Compliance
29 November 2022

Digital Asset Market Becomes Fraudsters' Playground

The author of this article says that a lack of effective regulation, combined with an audience blinded by the dream of huge returns and willing to take risks on insalubrious investment schemes, has created a per...

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...

ESG
4 July 2022

Weapons Manufacturing Is Not Sustainable. No Ifs Or Buts

The following article comes from an organisation that thinks it is not acceptable for ESG investors to think there is a place for arms in portfolios, as may have been suggested recently amid the Russian invasion...

ESG
10 June 2022

EDITORIAL COMMENT: BCG Highlights Wealth Managers' Sustainability Prize, Challenges

The issues around sustainability unsurprisingly get big treatment in the annual Boston Consulting Group overview of wealth management trends. Here are some reflections. ...

ESG
11 April 2022

Overcoming UK Pension Investment Inertia Over ESG

We talk to a new UK business that says it helps holders of pension funds to shift into more sustainable investment approaches without some of the demoralising paperwork and delays that often put people off. ...

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? ...

Family Office
19 October 2021

Single-Family Offices - What Do They Own?

The author of this piece, who has access to a comprehensive database of what SFOs invest in, points to a number of eye-catching examples. ...

Family Office
19 October 2021

Book Review: The Family Office, By William Woodson and Edward Marshall

A new book exploring the details and challenges faced in creating and managing a family office was published earlier this year. Written by two figures well known to this news service, it is a comprehensive guide...

Family Office
4 October 2021

New Research Explores ESG And Family Governance Models

WealthBriefing and Jersey Finance have teamed up to survey and interview family governance experts internationally to discover how sustainability and ESG priorities are playing out in the UHNW space. ...

Fund Management
27 January 2023

Time Up for Reverse Solicitation? Case Study:  Monaco 

This detailed explanation of a practice, and how regulators apply it in jurisdictions such as Monaco, sheds light on the world of fund and financial products distribution and marketing. We hope wealth management...

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...

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. ...

Offshore
4 November 2022

A Wide Set Of Wealth, Business Tools In Jersey: In Conversation With Stonehage Fleming

What sort of structures and entities do clients coming to Jersey want to use? What sort of challenges can a multi-family office such as Stonehage Fleming help them with? We find out. ...

Offshore
30 September 2022

Green Funds, Foundations And Other Qualities: The Guernsey Formula

This news service talks to the organisation that promotes the island's financial services sector about the themes unfolding in the jurisdiction and its place in the wider world. ...

Offshore
6 September 2022

Havens Of Calm In Volatile Times: The Channel Islands

At last, after the lockdowns and restrictions have eased off, this news service spent time in Jersey and Guernsey talking to industry figures about the challenges and opportunities they see ahead. We will be run...

Offshore
14 June 2022

The Bahamas And Resilience Through Testing Times – Latest Report

This is a mini-series on The Bahamas Financial Services Industry. ...

Offshore
7 April 2022

Jersey Trumpets Global Financial Value Chain Impact

The Channel Islands jurisdiction has described its contribution to global "value chains," making a case for its existence at a time when IFCs continue to be criticised for existing at all. ...

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 ...

Philanthropy
10 August 2020

Top Considerations When Setting Up Charitable Endowments

Setting up a charitable endowment or foundation is a rewarding experience, but one that family offices and HNW individuals must not take lightly. A London-based figure from the wealth management sector walks thr...

Philanthropy
2 December 2019

The Giving Season: A Walk Through Philanthropy - ABN AMRO Mees Pierson

In this philanthropy series we talk to the Netherlands-based private banking group about its views about the sector. ...

Philanthropy
2 October 2018

Transforming Lives With Sports, Art - A Philanthropist's Story

This publication spoke to a prominent India-based philanthropist who has operated internationally. She talked about her campaigns, lessons learned, and thoughts about the state of charity. ...

Philanthropy
28 September 2017

Philanthropy, Impact Investing Can Work Side-By-Side - Foundation

The director general of Fondation de Luxembourg discussed the largest area of philanthropy. ...

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
20 May 2022

EDITORIAL COMMENT: A High Net Worth Status Ain't What It Used To Be

Inflation is eroding the value of money at a rapid clip, and that means the old minimum sums required to have that "high net worth" designation are arguably out of date. ...

Strategy
4 April 2022

Financial Services – What Will Digital Marketing Look Like This Year?

In 2022, financial service companies are being pushed to significantly bolster their digital marketing efforts. ...

Strategy
18 March 2022

Recruiting, Retaining Female Wealth Managers – What’s Being Done?

As more women are becoming high net worth individuals, the business case for recruiting and keeping more female private bankers and wealth managers is clear. But what are firms doing to achieve this? ...

Strategy
31 January 2022

Rebuilding Trust, Respect For Financial Services

Advisors have had to completely change how they engage with clients over the past two years because of the pandemic. Two-way video chats are the norm rather than an unusual option. Where does the disruption leav...

Strategy
24 December 2021

Editorial Comment: Reflections On Another Turbulent Year, Looking Ahead

Some late-December musings about what the year has meant for the industry and thoughts about what lies ahead. This news service is taking a holiday break and will resume publication from the start of January. Be...

Strategy
1 December 2021

Editorial Analysis: Credit Suisse's Wealth Pivot

This news service looks back to the bank's Q3 results and strategy update. We look at the wealth management shifts being contemplated, and some of the growth and hiring ambitions of the Zurich-listed group. ...

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
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...

Tax
25 June 2021

Do The Super-Rich Really Only Pay A 3.4 Per Cent Tax Rate?

The group called ProPublica recently claimed that data on America's 25 richest people showed that some of them paid very little tax. It published masses of records about wealthy individuals, for example on Jeff ...

Tax
24 June 2021

Scientist's Tax Offset Delivers Cultural, Family Value

Sometimes objects and their owners have earned a special place in our history and national life. This guest piece looks at the full scope of an IHT scheme used by Stephen Hawking's estate to make valuable tax sa...

Tax
15 June 2021

Why Entrepreneurs Contemplate Leaving Germany - Commentary

Germany holds national elections in September, and opinion polls point towards the ascent of parties that wish to significantly increase taxes on HNW individuals. With other factors to consider, this could encou...

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...

Technology
28 November 2022

The FTX Collapse: When Mistruths Over Rules, Risk And Impact Spread

ESG investors and boosters should learn from the FTX collapse, for instance what happens if certain mistruths proliferate, and how an anti-regulation sphere such as crypto assets avoid scrutiny. ...

Technology
29 March 2022

An Overview From EY On Tech Traps Facing The Sector

EY has once again partnered with this publication on our must-read annual report "Technology Traps Wealth Managers Must Avoid." Here, two of its senior consultants highlight key issues for decision-makers to con...

Technology
7 March 2022

Crypto Assets, Distributed Finance And Wealth Managers' Menus

Family offices, private banks and wealth managers are considering using the infrastructure of digital assets to run their businesses, or investing in them to make money. ...

Technology
25 November 2021

Three Ways To Value Bitcoin

The author of this article delves into the details of how bitcoin should be valued: an important consideration when there is so much commentary and noise around digital assets. ...

Technology
5 October 2021

Towards Optimal AI-based Wealth Management - Study

This article explores the various ways that AI technology is changing the face of wealth management in the UK and much of the world. ...

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...

Trust Estate
20 February 2020

New Rules, Swiss Trusts And Beneficial Ownership Under Microscope

This publication was the exclusive media partner at last month's annual STEP conference for the Switzerland and Liechtenstein industry. The event, held in Interlaken, ranged over topics such as new regulations o...

Trust Estate
11 September 2019

WEALTH TALK: Focus On Communicating With NextGen Inheritors

The latest discussion of wealth industry topics. ...

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. ...

M and A
28 November 2014

EXCLUSIVE: It's Been Tough, But Spain's Private Banking Sector Is Seeing Recovery - Part 2

In the second half of a feature on the Spanish wealth management arena, we look at M&A deals and the country's often contradictory tax regime. ...