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Latest News
Citi Private Bank Southeast Asia Head Widens Role
Lee Lung Nien has worked in a number of senior roles at the US banking group in a career spanning three decades. ...
JP Morgan Private Bank Names China Market Leader For Singapore
Taking on the post of managing director, Zhang joins the US bank from Credit Suisse. ...
Concierge Firm Mulls More Restructuring, Eyes Post-Pandemic Bounce
The market for concierge services often requires the ability to fly and sample the world's most luxurious locations. COVID-19 has hit this market hard. One of the most prominent players in the field has had to c...
Compliance Corner: Hong Kong
The latest compliance news: regulatory developments, punishments, guidance, permissions and new product and service offerings. ...
Taiwan Warns Over Hong Kong's Frozen Assets - Report
Freezing the of assets of a listed company crosses a new line for China's national security laws in the Asian financial centre. ...
Goldman Sachs In Mainland China, Hong Kong Hiring Drive - Report
A number of large banks have large hiring plans in Hong Kong, mainland China and the wider region over the next few years. It reinforces how developing talent to keep up with an affluent and growing middle class...
Nomura Launches E-Foreign Exchange Offering In Singapore
The Monetary Authority of Singapore is seeking to bolster the jurisdiction's status as a foreign exchange trading hub, putting it in competition with Hong Kong, among other centres. ...
Citigroup Launches Securities Lending Offering For Wealth Sector
The costs of securities lending have been too expensive for some market participants. With this wealth management-related offering, the US bank said that it hopes to fill the gap. It is partnering with fintech S...
Family Office Or Founder's Office - Sector Must Tighten Definitions
A consultant and former private banking and investment industry figure has a complaint: he reckons that some family offices should instead be called "founder's offices" because the people who build them dominate...
iCapital Expands EMEA Footprint, Pushes Into Asia
The firm has risen rapidly since it was founded in 2013, highlighting how it makes tapping into private assets easier. It has exploited the surge of interest in asset classes such as private equity in a world of...
DBS Private Bank Unveils Digital Assets Trusts Offering
The offering is yet a further example of how the world of digital assets has gone increasingly mainstream, attracting major banks into the space which might once have been sceptical. ...
Japan's Market Performance Deserves More Love - UBP
The Japanese equity market has been one of the brighter stars of major countries, in relative terms, over the past 15 months, the Swiss private bank argues. And there's more upside to come if certain conditions ...
Sky-High CPI: How Wealth Sector Reads Inflation Figures
Reactions to Wednesday's higher-than-expected CPI figures were swift, suggesting what this poses for yields and US recovery. Industry comments below. ...
Citigroup Aims To Boost Female Analyst Headcount
The move can be seen as part of a trend of firms seeking to improve access to banking careers by women into what has, in some ways, been a male-dominated industry. ...
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Sustainable Bonds Are Booming, But Is This A Fad – Do Markets Need Such Variety?
The following article examines the fast-growing world of sustainable bonds, and how investors should address these assets. The insights come from Aviva Investors. ...
The Arrival Of KYI: "Know Your Investment"
This article examines how the due diligence checks wealth managers are used to performing on their clients also includes scrutinising investments in the same spirit. As ESG investing gains momentum, so must the ...
InvestCloud Looks Towards Post-Pandemic World After Merger
InvestCloud, which recently carried out a major merger with two important fintechs in the international wealth management sector, discusses how it is alignining its capabilities to a world affected by covid and ...
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
“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.”
Are Debt, Digital And Climate Transforming Central Banking, Broader Economy?
Climate change, aka global warming, affects the global economy and hence influences how central banks operate. They are handling the financial fallout of the pandemic and associated lockdowns. Inflation pressure...
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. ...
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...
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.”
EXCLUSIVE: New Research Makes Data Protection Pressures Clear - Part 1
The EU’s General Data Protection Regulation came into force two-and-a-half years ago, yet wealth managers’ travails with this incredibly wide-reaching, complex piece of legislation - and those emulating it ...
The Bahamas: The Clear Choice For International Financial Services
This publication has brought out a new edition of a report about The Bahamas, in partnership with The Bahamas Financial Services Board. ...
New Research: Fresh Insights from Female Wealth Clients
A new report from this organisation and research partners VP Bank and Hywin Wealth tackles how institutions should be approaching Asia-Pacific’s dynamic women. ...
New Research: A Wake-Up Call On Client Communications
This is an exploration of all the ways in which the sector can utilise new technologies to deliver a high-touch client experience while also allowing advisors to scale up. ...
New Research: “Technology Traps Wealth Managers Must Avoid”
Wealth management professionals with a stake in technological change should read this publication’s latest research report, called “Technology Traps Wealth Managers Must Avoid”. In coming days, chapters fr...
New Research: C-Suite Confidential - Ten Key Tech & Ops Trends For The Wealth Management Sector
Here's brand-new research from this publication on tech and operations trends that are important for the world's wealth management industry. ...
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Prospects Brighten For Growth Businesses After Tough Year
This private investment matchmaker looks at the toll 2020 has taken on early stage businesses and what this bodes for the next generation of growth businesses. It's been a tough year but deals are flowing. ...
The Alternative Credit Markets Explained
There is money to be made in the alternative credit markets while more conventional ones face headwinds, the author of this article at a European family office explains. ...
We Need To Talk About Gold: The Price Surge
The gold price is flirting with the $2,000 per tonne level and a number of forces have been pushing up the price in recent months. This classic safe-haven asset is in play during nervous times. And massive centr...
Don’t Wait Too Long: The Case For Venture Capital Investing
Investors who want to tap into venture capital and the kind of start-up businesses out there that might be crucial post-pandemic have various UK options. The author of this article examines the terrain. ...
Hunting Private Equity Opportunities In Stressed Times
This news service looks at private equity and related private markets investors, such as those focusing on distressed opportunities amid the current extraordinary global economic slowdown. ...
Fee Compression And Why Alternative Investments Matter
With some parts of wealth management there's a "race to the bottom" on fees while firms are also trying to prove their added value propositions, including those alternative investment areas such as private credi...
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. ...
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. ...
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. ...
What Does The Risk Of No-Deal Brexit Mean For Investors? RBC Commentary
RBC Wealth Management's head of investment strategy comments after an extraordinary week in Westminster. ...
Private Investments: Three Things To Consider Before Joining The 40 Per Cent Club
The 40 per cent club refers to institutions with 40 per cent of total portfolio allocation committed to private investments. They do this for good reason argues Cambridge Associates' managing director, and more ...
EXCLUSIVE INTERVIEW: Swiss "Evangelist" Wants To Shine Brighter Light On Risk, Returns
Getting quick and accurate data that shows if a portfolio is out of line with its objectives can, if acted upon rapidly, cement client relationships and build trust, a figure in the Swiss investment industry say...
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. ...
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 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 ...
GUEST ARTICLE: Lost And Found - What Steps To Take With Newly Discovered Artwork
Discovering that a piece of art is more than just a familiar possession but a rare, and financially valuable, item is something people dream about. It is the stuff of popular TV shows and news items. What, in pr...
GUEST ARTICLE: Designing An Exhibition Space For The Family Art Collection
Designing an exhibition space for a family's art collection can be a difficult but rewarding challenge for art lovers with the time and resources. Two experts from the worlds of art investments and architecture ...
EXCLUSIVE GUEST COMMENT: Conflicts Of Interest In The Art Market: A Matter Of Timing And Professionalism
Art investment is now a familiar part of private client wealth management but how well do clients and advisors understand the potential conflicts of interest that can arise? This article examines the terrain. ...
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...
WEALTH TALK: Cross-Border Financial Products, Services - Examining The Risks
This is the eighth edition of a video series by this news service in partnership with international law firm, Kobre & Kim. ...
WEALTH TALK: Anti-Corruption Probes, Extradition Risks In Africa
This is the seventh edition of a video series by this news service in partnership with international law firm, Kobre & Kim. ...
WEALTH TALK: Exploring Cross-Border Reputation Management
This is the fifth edition of a video series by this news service in partnership with international law firm, Kobre & Kim. ...
WEALTH TALK: Focus On Tax, Estate Planning Scramble Pre-US Elections
In this video, we discuss the kind of workload US wealth managers must contend with in the days ahead of the US elections on Tuesday next week. ...
WEALTH TALK: Private Client Series With Kobre & Kim - A Focus On Hong Kong
This news service hosts a video produced by international law firm, Kobre & Kim. The focus here is on Hong Kong, the impact of mainland China's new national security law and the steps private clients can take. ...
EXCLUSIVE: Regulatory Overhaul Will Turbocharge EAM Sector - FINMA
The Swiss Financial Market Supervisory Authority speaks to WealthBriefing about the rule changes that are coming for the country's external asset management sector. ...
The Tug Of War For Trustees In Divorce
Sadly, the start of this year is likely to be a busy time for solicitors handling marital disputes. As readers know, divorce can be a significant wealth management concern, given the sums that can be involved. ...
WEALTH TALK: Where Fine Art And AML Meets
This is the sixth edition of a video series by this news service in partnership with international law firm, Kobre & Kim. ...
WEALTH TALK America: Focus On Regulation Best Interest
As part of Family Wealth Report's series of Wealth Talk videos, we speak to a prominent US wealth management industry figure about the Regulation Best Interest legislation, and why he is concerned about how it w...
WEALTH TALK: Focus On smartKYC
The know-your-client disciplines that wealth managers must adopt throw up a variety of challenges around data and handling of information. We talk to the firm smartKYC about its insights on this crucial area. ...
Prenups And Asset Protection: Tips, Traps For International Families
Carefully considered and well drafted PNAs, the author of this article says, can significantly mitigate the risks highlighted and should now be considered a vital component of family governance and wealth planni...
Family Offices’ Quiet Power Behind Life Sciences
A recently-announced major investment into the UK's life sciences sector by a Middle East sovereign wealth fund made headlines. But family offices have been quietly working in the space for years. And the latest...
Single Family Office Snapshots: Latest SFO Highlights
This publication is starting a new series, regularly examining the activities of single family offices outside the US. The material, with a peerless level of detail, comes from Highworth Research, the UK-based o...
WEALTH TALK: Focus On Highworth Research And Single Family Offices
This news services links up with the research firm's founder to talk about the wins and losses of single family offices in Europe, particularly when it comes to their "cornerstone assets". ...
EXCLUSIVE: Family Offices' Contrasting Property Investment Stories
Drawing on the data from Highworth Research, with which this publication is a media partner, we look at the different property market experiences of family offices in Europe and elsewhere. ...
EXCLUSIVE: Single Family Offices' Real Estate Investments: The Shadow Of COVID-19
In exclusive data provided by Highworth Research, this news service examines real estate investment activity of single family offices, mainly in Europe. The data brings some possibly surprising facts to light. ...
EXCLUSIVE: Gulf Family Offices And European Distressed Assets - An Analysis
What are family offices from the Middle East doing in terms of investing in European assets, such as those affected by COVID-19 and the associated government lockdowns on economic activity? This news organisatio...
WEALTH TALK: Focus On Private Banking Results
In this episode, we talk about a raft of private banks’ results for the first quarter and developments around blockchain. ...
Round-up Of Quarterly Wealth Management Financial Results
Here are the main quarterly results for major banking groups around the world so far in the latest results season. The results focus on the wealth management sides of banks....
OCBC Grows Fees A Fifth Led By Wealth Management, Profit Falls
A 10 per cent fall in OCBC's quarterly profits points towards a difficult period ahead for Asian lenders, as market volatility continues to spook investors. ...
ANZ Wealth Revenues Up In Asia, Group Profit Solid
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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...
WEALTH TALK: Focus On 20 Years Of Europe's ETF Industry
This Wealth Talk interview broaches the 20th anniversary of the European-based ETF market, which has expanded hugely in recent years. ...
EDITORIAL ANALYSIS: Will Funds Woo HNW Clients In Tough Times?
The drop in markets this year and prospects for sluggish growth even after lockdowns end will create a new environment for fund managers who in the past have sold their wares across a range of client groups. In ...
GUEST ARTICLE: Europe's MiFID Juggernaut - Impact On Fund Distribution
The compliance splurge continues with the European Union's programme designed (so the framers claim) to protect investors. This article looks at how fund management is affected. ...
EXCLUSIVE INTERVIEW: Searching For Fund Management Hidden Talent With Stamford Associates
This news service recently interviewed Stamford Associates, a UK-based firm analysing and tracking performance and risks of investment funds on behalf of clients such as wealth managers. ...
Springtime Is Here For Global Fund Managers But Inflation, China Are Worries - Merrill Poll
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Are Debt, Digital And Climate Transforming Central Banking, Broader Economy?
Climate change, aka global warming, affects the global economy and hence influences how central banks operate. They are handling the financial fallout of the pandemic and associated lockdowns. Inflation pressure...
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...
Japanese Equities Deserve Fresh Look
The Asia-focused asset management firm talks about the case for investors taking a new look at Japan - a market that it says is attractively valued, given current trends. ...
WEALTH TALK: Focus On Venture Capital, Re-Booting The Economy
The latest video interview features Moray Wright, CEO of Parkwalk Advisors, and we talk about venture capital, start-ups and firing up the UK and wider economy. ...
Behavioural Finance Tested By Extraordinary Times
The discipline of behavioural finance has evolved over recent years, and the massive economic changes wrought by COVID-19 give examples of how the insights are being put to work in the wealth management industry...
EXCLUSIVE: New Research Makes Data Protection Pressures Clear - Part 1
The EU’s General Data Protection Regulation came into force two-and-a-half years ago, yet wealth managers’ travails with this incredibly wide-reaching, complex piece of legislation - and those emulating it ...
Winning Women In Asia-Pacific - Two Leaders Speak
This publication takes a walk around the topic of how women are gaining power as earners, creators and stewards of wealth. We talk to VP Bank Ltd Singapore Branch and Hywin Wealth. The firms are research partner...
New Research: Fresh Insights from Female Wealth Clients
A new report from this organisation and research partners VP Bank and Hywin Wealth tackles how institutions should be approaching Asia-Pacific’s dynamic women. ...
How The Rich, Super-Rich Made Fortunes - An Overview
A frequent commentator on views about wealth examines the sources of riches, throwing light on detail that will be useful in framing discussions about tax and enterprise more widely. ...
Tech Traps: The Dangers of Allowing Compliance To Become A “Black Box”
Ralf Huber is Co-Founder of Apiax, a regtech focused on transmuting complex regulations into digitised compliance rules. Here, he outlines the dangers of compliance becoming a “black box” and explains how a ...
Tech Traps: Remember It’s Know Your Client, Not Know Your Criminal
Dermot Corrigan is CEO of smartKYC, a firm taking a truly multi-faceted approach to client screening. Here, he explains why wealth managers are missing out by focusing overmuch on “red flags” – when in fa...
Credit Suisse Closes Taiwan Bank Branch, Shelves Private Bank Plans
Credit Suisse is closing its Taiwan bank branch and has shuttered plans for a Taiwanese private banking facility amid a large-scale cost cutting drive at Switzerland’s number two bank. ...
Wealth Managers Continue Their March Into UK Regions
Wealth management firms are continuing with their planned UK regional expansion despite the unfavourable economic and investment environment....
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. ...
WEALTH TALK: Private Client Series With Kobre & Kim - A Focus On Brazil, Asset Forfeiture
This is the fourth edition of a video series by this news service in partnership with international law firm, Kobre & Kim. ...
Why UK's "Golden Visa" Regime Shouldn't Be Torn Apart
A recent UK parliamentary report said the country's citizenship/residency-by investment regime must be radically reformed to curb the influence of Russian oligarchs with dubious sources of wealth. The author of ...
The World's In Flux: So Let's Talk About Luxembourg
This publication regularly examines the moving parts of IFCs and how such jurisdictions are evolving. We talked to a business with a strong footing in Luxembourg. Brexit, global pressures on privacy and the need...
Protecting The Client: The Cross-Border Dimension
As part of this publication's series on "protecting the client" we talk to a law firm that focuses a lot of its attention on clients with international, cross-border interests and issues. ...
EDITORIAL COMMENT: Is Switzerland's Famed Neutrality A Dead Letter?
As if negative interest rates, viruses and economic wobbles weren't enough, Switzerland has to deal with a blow to its image for neutrality amid revelations about another spying affair - rather different to the ...
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...
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. ...
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, Impact Investing Can Work Side-By-Side - Foundation
The director general of Fondation de Luxembourg discussed the largest area of philanthropy. ...
EXCLUSIVE GUEST COMMENT: Reflections On What It Takes To Achieve Real Change
In this article, JP Morgan Private Bank passes on lessons learned in philanthropy. ...
EXCLUSIVE GUEST ARTICLE: Investing For Good - Impact Investing And New UK Tax Relief
A new form of tax relief is designed, proponents hope, to drive what is known as impact investing in the UK, but how effective will it be and how should investors approach it? ...
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. ...
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 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...
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. ...
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....
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......
WEALTH TALK: Focus On Client Segmentation Strategy
This news service talks to a nationwide US wealth manager about the approach it takes to client segmentation and how it is faring in the current environment. ...
BOOK REVIEW: Free Lunch Thinking By Tom Bergin
A new book by a UK journalist challenges a number of economic ideas that he says have damaged living standards, fostered inequality and other problems. It describes the world that the wealth industry inhabits, a...
Updated Forward Features Schedule To December 2021
Here is an updated forward features list for our global coverage. The list may be revised on occasions depending on major news events. ...
How COVID-19 Will Change Wealth Management
Unsurprisingly, the pandemic is going to change the wealth management sector in various ways along with so many other features of our commercial world. This article considers key themes. ...
What Focus Really Means: Learning From Bill Gates, Warren Buffett And Steve Jobs
Understanding what motivates great business builders can help the wealth management industry be even sharper at looking after their entrepreneur clients. This article is by a regular writer about such topics. ...
WEALTH TALK: Focus On Financial Results, Switzerland
This news service's editor and CEO have another regular conversation about the big issues in the world's wealth management industry. ...
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...
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. ...
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...
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....
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...
What The Wealthy Are Holding - Tiger 21 Reveals Member Asset Allocations
While the worst of the financial crisis may be over, members of the exclusive Tiger 21 peer-to-peer network feel “we are no way in the clear,” according to their asset allocations for the first quarter. ...
Super-Rich Increasingly Under Attack Amid Coronavirus Crisis
What should ultra-high net worth individuals think and how should they act if coronavirus-driven problems cause debt-ridden governments to target them? An author of a book about public attitudes about wealth and...
China's New Tax Regime - What Clients, Advisors Must Know
At the start of this year China introduced new controls affecting private individuals, such as through offshore holdings of wealth. This news service interviews Withers, the international law firm, about the iss...
EDITORIAL COMMENT: Let's Have Consistency In How HNW Individuals Are Treated
The UK government reportedly favours high-earners and persons from certain countries under a new immigration regime after the country quits the EU. But how does this fit with other policies on tax? ...
A Right Royal Headache: Taxing Americans Abroad
When even a member of the British monarchy comes under the net of the US tax authority it reminds people of the American expats' plight. This article takes a trip over the terrain. ...
Financial Affairs No Longer Side-Issue For Soccer Stars
This publication interviewed a senior wealth planning consultant at Lombard International about sports and wealth management. ...
How To Have Your Avocado And Eat It (With The Help Of Mum And Dad)
Two figures at law firm Thomson, Snell and Passmore have written an article discussing the tax implications when HNW families help children and grandchildren to get on the property ladder. ...
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...
Supercharging Client Engagement With Digital Financial Personality Profiling
Where it is used in client engagement efforts at all, technology tends to focus on the administrative aspects of advisors learning about their clients, while treating those clients as robots. Greg Davies, Head o...
How Low-Tech Compliance Hits Competitiveness
It is becoming increasingly apparent how costly a low-tech approach to compliance management can be – and in many senses. Thomas Imhof, Regulatory Engineer at Apiax, explains how firms are turbocharging their ...
Hybrid Wealth: Are You Really Optimized To Get The Best From Digitization?
Digital banking is more than a mobile app, and wealth management is no exception: it is about creating an entire experience to secure clients. Christine Schmid, Head of Strategy at additiv, reviews the true oppo...
Technology Traps Wealth Managers Must Avoid: Overview From EY
The 2021 edition of our "Technology Traps Wealth Managers Must Avoid" report, sponsored by EY, is out. Beginning the publication and its chapters, Roopalee Dave, Director, Wealth Management, and Hassan Suf...
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. ...
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. ...
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...
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...
WEALTH TALK: Focus On Communicating With NextGen Inheritors
The latest discussion of wealth industry topics. ...
Inheritance Mostly Overrated As A Source Of Wealth
Is inheritance given too much credit as a source of wealth and therefore do policymakers and industry figures underestimate the importance of enterprise? The author of this article challenges what he sees as mis...
Understanding The Psychology Of The Super Rich
German academic and entrepreneur Rainer Zitelmann explores the psychology of wealth creators. ...
Views On Wealth: Why Most People Don't Admit They Envy Success
Wealthy people are under greater pressure in the era of the "one per cent" to justify what they have. But to what extent is hostility towards the ultra-rich driven by envy rather than a genuine sense of injustic...
Smart Strategies For Growth: A Study Of The UK Wealth Management Industry
Smart Strategies for Growth: A Study of the UK Wealth Management Industry has now been launched, a whitepaper produced by WealthBriefing, in partnership with SS&C Advent. ...
WealthBriefing Research Spotlights Social Media Use For Wealth Managers
This publication is pleased to release its latest white paper, focused on the growth of the omni-channel service model within wealth management, and how practitioners can seek to gain efficiencies through the us...
Asia: Welcome To The "New Era Of Moderate"
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Hong Kong Leapfrogs UK, US And Singapore As World’s Top Financial Centre
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What Does India Have To Offer Investors In 2021?
As one of the world’s great emerging market economies, how should India figure in the portfolios of high net worth individuals, particularly when considering the risks and consequences caused not just by the p...
Bordier & Cie Smiles On Vietnam Potential
The Swiss firm has partnered with a Vietnam-based bank as part of a strategy to build business in Southeast Asia, reflecting a trend of Western banks partnering up with local institutions to tap into the Asian g...
Chinese-Style Capitalism - A Personal Perspective
The author of this article argues that in some respects China is arguably more committed to free enterprise capitalism than is the case in the West. (Much depends, of course, on how one defines "capitalism".) Wh...
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...
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...
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. ...
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. ...
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. ...
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. ...