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Latest News

Technology
5 October 2022

Expat Japanese Digital Assets Entrepreneur Says Taxes Drove Him Out

Japan's tax regime is unfriendly to businesses in the digital assets space, such as tokenization, and needs to change, a businessman who now lives in the Netherlands has told this news service. ...

Alt Investments
5 October 2022

iCapital Ties The Knot With Another Investment Player

The rise of firms such as iCapital is part of a wider story of how investments such as private equity, private credit, real estate, infrastructure and venture capital have become more popular. Typically less liq...

M and A
5 October 2022

Investment House Buys Majority Stake In TrustQuay

Hg, an international investment house with a focus on tech, has bought the majority stake in TrustQuay from Silverfleet Capital. ...

Awards
5 October 2022

Hywin Holdings Becomes Sponsor For MENA Awards

We talk to the firm about its growing connections to the Middle East region and the forces encouraging clients to diversify. ...

Technology
4 October 2022

Digital Digest: The Latest Tech News – Finastra, Hong Kong

The latest digital and technology innovations, product and service developments in the world's wealth management sector. ...

Financial Results
4 October 2022

Credit Suisse's Shares Recover After Sag Over Financial Worries

In a memo to staff, Ulrich Koerner said there were many "factually inaccurate statements being made” in the press about the bank's financial situation. The CEO took the helm in August and has pledged to restru...

WM Market Reports
4 October 2022

Our Tenth 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. ...

People Moves
3 October 2022

BlackRock's China Arm Names New General Manager

The US asset management titan entered into a JV with China Construction Bank and Singapore's Temasek last year. ...

Alt Investments
3 October 2022

New Hedge Fund Launches Slide In Second Quarter As Markets Get Ugly

One of the standout features of the data is how macro strategies have performed strongly as funds have captured big swings in the direction of rates, currencies and other indicators. ...

Client Affairs
3 October 2022

BEA's China Unit Says Hasn't Defaulted On Wealth Products – Report

A report examines claims about wealth management products from the Chinese bank. ...

ESG
30 September 2022

EU's "Green" Light Boosts Uranium's Prospects

To the discomfiture of some (not all) environmentalists, the EU has tweaked its taxonomy for the term "Green" to include gas and nuclear power. An investment firm focused on uranium is understandably upbeat. ...

Surveys
30 September 2022

Investor Confidence Grows In North America, Asia Despite Economic Volatility

Rather than relying on opinion surveys, the State Street measure of confidence tracks what investors are actually doing with their money.     ...

People Moves
30 September 2022

M&G Appoints New CEO

The latest moves and appointments at M&G, an international savings and investments business. ...

People Moves
30 September 2022

Summary Of Moves In Asia-Pacific Wealth Management – July 2022

The latest senior wealth management moves and appointments in the Asia-Pacific region during July. ...

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

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. ...

Alt Investments
19 September 2022

Get Ready For More Assets To Be "Financialized"

We talk to a business using cryptocurrency and blockchain tools to make diamonds a more efficient commodity market, overcoming historic factors that have previously prevented this. So far, only 1 to 2 per cent o...

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...

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...

Emerging Markets
15 August 2022

Crux Asset Management Eyes Indonesian Promise

We talk to an asset manager running Asia ex-Japan equities who argues that there is a strong and improving case for being overweight on Indonesia. ...

Family Business Insights
15 August 2022

Family Businesses And Succession Management In Asia

This news service recently interviewed consultancy Russell Reynolds Associates in Singapore about the work it does to guide families on business transfer, governance and related matters which are crucial when so...

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

Offshore
14 June 2022

The Bahamas And Resilience Through Testing Times – Latest Report

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

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...

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 ...

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
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...

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...

Client Affairs
22 December 2020

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. ...

Client Affairs
8 December 2020

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. ...

Compliance
22 July 2022

Unexplained Wealth Orders: Where Are We Now?

These orders were introduced into the weaponry of UK law enforcement in 2018, prompted by concerns about how the UK was being used as a haven for illicit funds. Several prominent court rulings later, how well ha...

Compliance
9 June 2022

BOOK REVIEW: "Putin's People" Casts Western Financial Firms In Harsh Light

Reading this book will be a painful experience for some bankers and financial service figures in the West, as it describes how Russian leaders have laundered huge sums and built a war-chest of resources. ...

Compliance
9 May 2022

A Walk Around The World's Regulatory Landscape

This news service speaks to BNY Mellon Pershing, a business with considerable interplay with compliance and regulatory issues around the world. ...

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 January 2022

Tying Up A Deceased's Online Presence, What's At Stake

As online criminals become more sophisticated, it is critical that executors know how to wrap up a deceased's digital assets and accounts, and research the rules of each provider. This guest piece looks at the e...

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
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
12 July 2022

Seeking A Sustained Asia Rebound Amid Rising Risks

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

Investment Strategies
20 April 2022

Steering A Careful Course Around Credit Amid Volatile Times

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

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. ...

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. ...

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. ...

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
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
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. ...

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...

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. ...