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Latest News

Investment Strategies
20 May 2022

Asset Management Titan Blasts Cryptos, Says They Make Portfolios Riskier

For some time, there was evidence that the field of "digital assets" was going mainstream. As far as cryptocurrencies are concerned, and certain types in particular, dramatic falls in price have rattled confiden...

People Moves
20 May 2022

Change At Top Of Citi Global Wealth

The new chief operating officer at the wealth business was previously consumer business manager for Citibank in South Korea. ...

People Moves
20 May 2022

SJP Practice Recruits Senior Banker In Singapore

UK-listed St James's Place has been adding to its Asia presence, expanding since it bought the Henley Group in 2014 to tap into the region's wealth. ...

M and A
19 May 2022

Allianz GI To Take Stake In US Investment House, Shift Assets

The latest senior wealth management moves and appointments in the world's wealth management industry.      ...

New Products
19 May 2022

What's New In Investments, Funds? – Robeco

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

Surveys
19 May 2022

Survey Shows How Ukraine Conflict Hit Investors' Outlook

The survey, which was conducted in late February before and after Russia's invasion of Ukraine, demonstrates how markedly the episode changed views of global wealth managers on a host of topics. ...

ESG
18 May 2022

The ESG Phenomenon: Dragon Capital, Vietnam

The latest developments in the ESG space. ...

Asset Management
18 May 2022

What's New In Investments, Funds? – Taiwan, Morningstar

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

Fund Management
18 May 2022

Focus On Japan's Long-Term Promise

Amidst increasing global challenges, an investment business examines opportunities for making money in Japan. ...

New Products
17 May 2022

What's New In Investments, Funds? – Genesis Alternative Partners

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

ESG
17 May 2022

The ESG Phenomenon: Citigroup, Vietnam, US

The latest developments in the ESG space. ...

People Moves
17 May 2022

Who's Moving Where In Wealth Management? – Value Partners, Silverhorn

The latest moves and appointments in the Asia-Pacific wealth management industry. ...

People Moves
17 May 2022

JP Morgan AM Steps Up Australia, New Zealand Distribution Drive

The asset management arm of the US bank has appointed a raft of people to work on distributing its investment capabilities in the countries. ...

Investment Strategies
17 May 2022

Why Behavioural Finance Needs Great Tech To Thrive

The field has been winning wealth management fans and generating plenty of noise. To make its insights bear fruit, lots of data needs to be handled. That means technology – lots of it. We talk to a figure work...

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

Wealth Strategies
4 May 2022

Behavioural Finance’s Next Step To Going Mainstream

The investment approach shaped by ideas about behaviour and how humans actually conduct themselves is becoming more a part of the regular wealth sector conversation. Controversies and questions remain. ...

Practice Strategies
3 May 2022

The Perfect "Sandbox" – How Avaloq Innovates In The Cloud

We talk to Avaloq and one of the men driving R&D and innovation at the firm. He argues that the cloud enables wealth managers to adjust their needs and other resources flexibly – an important consideration whe...

Investment Strategies
19 April 2022

Tech Drives Success In Asia's Private Debt Market 

The author of this article argues that staying ahead in Asia-Pacific's expanding private debt market means adapting quickly to rising competition and complexity – and that requires technology.   ...

Trust Estate
7 April 2022

Hong Kong Court’s Ruling Reaffirms Principles Of Common Intention Constructive Trusts

A recent ruling by a Hong Kong court has important implications for what are called common intention constructive trusts. ...

Awards
1 April 2022

Editorial Comment: Why Wealth Managers Should Be Proud

The wealth management sector is sometimes – understandably perhaps – shy of putting its case forward to a wider public. This news organisation has no such inhibitions. Here are thoughts from the news service...

Banking Crisis
15 March 2022

Summary Of Banks' Exposures To Russia, Local Presences

Here is what we know at the moment about banks' exposures to Russia in terms of loans and other investments. Some banks, such as JP Morgan and Goldman Sachs, are pulling out. ...

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

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. ...

Offshore
29 September 2021

The Bahamas: The Clear Choice For International Financial Services

Here is the 2021 edition of a report about The Bahamas, prepared in partnership with The Bahamas Financial Services Board. ...

Technology
22 March 2021

New Research: Wealth Tech Traps, As Told From The Front Line

WealthBriefing/Family Wealth Report and EY have joined forces to offer cutting-edge insights from those right at the technology coal face. Download our new report to learn what some of the wealth tech sector’s...

WM Market Reports
2 December 2020

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 ...

WM Market Reports
7 October 2020

New Research: Co-Creation In Wealth Management 

This news service launches another in its research paper series in partnership with Finantix. ...

Uncategorised
2 October 2020

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. ...

Article Categories

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
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 ...

Alt Investments
25 August 2021

Blank Cheque Companies Retain Momentum, Europe, UK Increasingly Active

IQ-EQ, the investor services group, has a ringside seat for observing trends in the SPACs space. This news service asks it how the sector is evolving on both sides of the Atlantic. ...

Alt Investments
19 July 2021

Will Increased Regulatory Scrutiny Create London SPAC Boom?

Will reforms in the UK galvanise a SPAC market into the kind of rapid growth that has been witnessed in the US? ...

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. ...

Asset Management
6 September 2019

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. ...

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 ...

Art
16 November 2016

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...

Compliance
23 March 2022

What Price Privacy? UK Drive For Foreign Owners' Transparency

The author of this article argues that regardless of how the geopolitical landscape changes in the coming months, one thing is certain: foreign owners of UK property are under the world’s microscope. ...

Legal
21 February 2022

The "ZXC" UK Court Decision Vs Bloomberg – What It Means For HNW Individuals

The UK Supreme Court has addressed a case regarding Bloomberg News publishing a highly confidential letter from UK law enforcement to another country, in its coverage of potential widespread corruption in the re...

Legal
6 December 2021

The Dangers Of Pension Offsetting In Divorce

The authors of this article argue that without proper advice, pension offsetting, rather than pension sharing, could allow the inequality in pension wealth to continue long after a couple’s divorce.  ...

Legal
19 November 2021

Spotting The Signs: Fraudulent Trustees Post-Pandemic

This guest piece examines what defines trustee mismanagement, such as making investments outside the trust's remit, and the actions that can be taken if a trust is being abused. ...

Legal
18 November 2021

Reviewing Lasting Powers Of Attorney Regime - Who Benefits?

This practitioner argues that granting LPAs is often flawed and inadequate, with a lengthy application process that is arduous to navigate. What does the current review of the system hope to achieve? ...

Compliance
25 October 2021

Tax Transparency For Financial Institutions: A Cost Or An Opportunity?

The drive for more "transparency" in areas such as tax, information exchange and beneficial ownership remains a hot topic, as recent episodes such as the "Pandora Papers" demonstrate. This question-and-answer ex...

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. ...

Family Office
23 August 2021

Singapore's Proposed VCC Changes - What Wealth Managers Need To Know

The variable capital company regime in Singapore was launched originally at the start of 2020. Now policymakers in the city-state want to adjust the system to appeal to entities including single-family offices. ...

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...

Fund Management
6 May 2020

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. ...

Fund Management
4 May 2020

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 ...

Fund Management
25 April 2016

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. ...

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. ...

Investment Strategies
24 March 2022

The March Of The Robots – The Investment View

Use of robots is set to continue, even accelerate, but they will create new industries and roles, rather than displacing humans as sometimes claimed. ...

Investment Strategies
2 February 2022

How Barclays Private Bank Is Positioning Its Portfolios

We talk to the UK-based private bank to ask about its asset allocation stance, its expectations for investment and financial markets. ...

Investment Strategies
19 January 2022

Investors Should Lean In To India's Opportunities – Matthews Asia

India can provide investors with a high-growth allocation in their portfolios particularly at a time when China is working out its regulatory issues and weathering a growth slump, the author of this article argu...

Investment Strategies
26 July 2021

Inflation Pressures Rise, But Not Great Cause For Concern - J Stern & Co

We talk to an investment firm set up to manage the wealth of a 200-year-old European family, and which has recently gone over the $1.0 billion AuM mark. ...

Investment Strategies
23 July 2021

Credit's Overlooked Hedge Against Inflation Risk

The writer of this articles says investors should consider leveraged loans as a tool to manage rising inflation risks to their portfolios. ...

WM Market Reports
2 December 2020

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 ...

WM Market Reports
7 October 2020

New Research: Co-Creation In Wealth Management 

This news service launches another in its research paper series in partnership with Finantix. ...

WM Market Reports
4 August 2020

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...

WM Market Reports
30 July 2020

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.  ...

WM Market Reports
8 July 2020

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. ...

WM Market Reports
31 March 2020

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 ...

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. ...

Offshore
26 October 2021

Reflections On Pandemic's Impact On IFCs: View From The Cayman Islands

As part of a set of articles looking at how offshore centres have tried to cope with the pandemic and how this frames their status as such wealth hubs, we talk to Ogier, the international law firm. ...

Offshore
25 October 2021

How Jersey Came Through COVID-19 And What's Next

We talk to Jersey Finance on how the island has coped with the pandemic, the impact on its status as an international financial centre, and what the future holds with forces such as Brexit playing out. ...

Offshore
12 October 2021

Gulf Jurisdictions Flex VC Muscles, Attract Wealth Inflows

We talk to Apex Fund Services in the Gulf region about what trends it sees playing out in jurisdictions such as the UAE and Bahrain, among others. ...

Offshore
4 October 2021

Offshore Centres Look Back, Forward In Uncertain Times

We talk to industry figures in various IFCs in Europe to ask how international pressures and the global pandemic have shaped business and strategy. ...

Offshore
29 September 2021

The Bahamas: The Clear Choice For International Financial Services

Here is the 2021 edition of a report about The Bahamas, prepared in partnership with The Bahamas Financial Services Board. ...

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
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. ...

Strategy
9 November 2021

Connecting With Younger HNW Clients - What Are Private Banks Doing?

We take a look at what a large European bank is doing to attract younger clients, as well as what some other players are up to in this field. ...

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...

Surveys
26 April 2012

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. ...

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
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
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. ...

Technology
18 June 2021

Who Said The Sky's The Limit?

The space environment is no longer the sole preserve of government agencies. Today, it is private companies that are shaping the future. This guest article explores some of that terrain. ...

Technology
1 April 2021

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...

Technology
31 March 2021

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...

Technology
30 March 2021

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...

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. ...