03/23/2022
Abramovich investments highlight Cayman’s unknown Russia exposure
Tracing Cayman’s exposure in the more obscure, but potentially much larger, area of investment funds is more challenging.
Comment & Analysis
03/23/2022
Stefan Gerlach: "Of course the balance sheet of the SNB is a problem"
Mr Gerlach, for the first time in a long time, inflation no longer meets the definition of price stability.
03/23/2022
Wealth Management: Shifting from product-centric to customer-centric
ESG is increasingly a key expectation across all client.
03/23/2022
Schroders CEO calls for more financial health checks pre-retirement
We need to sell the benefit of good advice.
03/23/2022
Coutts has ‘big goals’ for hybrid advice solution
A year ago, Coutts launched a partially automated solution for affluent customers, which included support from a face-to-face adviser.
03/23/2022
Sunak looks to ease pressure on squeezed UK consumers
A cut in fuel duty will be welcome to UK households, but only partly offsets the pressures from inflation and tax increases.
03/22/2022
Navigating New Wealth: What Women Require
We hear too many stories of advisors who get lost in the weeds talking about investments first and miss more pressing priorities.
03/22/2022
How cryptocurrency investors are changing the world of wealth
But what do we know about these wealthy cryptocurrency investors? New research by Wealth-X digs into the demographics, wealth-source and interests of the wealthy who are part of the crypto space, to find out how they differ from their HNW peers.
03/22/2022
Adapting to the risk of stagflation shock
The whirlwind of excess fiscal stimulus, the demand shock and surging inflation have been fuelling the persistent inflation narrative.
03/22/2022
Billionaires problems and the man who solves them
Another matter that the ultra-wealthy face is their vulnerability to being taken advantage of. Both those with new and established wealth are unaware of how much things generally cost.
03/21/2022
How CPAs And RIAs Excel Together
Partnering with financial advisors within the wirehouse community was the foundation for the Integrated CPA Alliance.
03/21/2022
Russian Cash in Swiss Banks Back in Focus After Zelenskiy Speech
Zelenskiy says blocking cash part of ‘fight against evil’
03/21/2022
The new escape funds in Swiss banking
Conversely, there are also customers who are now becoming aware of Switzerland.
03/21/2022
Heightened Risks Undermine 'Buy the Dip' by Gary Dugan
The central banks are justified in their worries about inflation.
03/20/2022
The Perks and Practicalities of a Second Home
Homeowners now have more flexibility than ever to split their time between properties—here are the financial and everyday considerations they should know about
03/20/2022
Le Voyage Gourmand: Take an Exceptional Food Tour Through France
Experience French gastronomy like never before by following the country’s new Vallée de la Gastronomie food and wine route
03/18/2022
Why don’t more women invest? The system feels stacked against them
As a result, the studies find many women are shying away from investing even though they want to take control of their finances.
03/18/2022
World’s 25 Wealthiest People
Warren Buffett is the fifth-richest person in the world, with $122 billion.
03/18/2022
A Changing Landscape by Coutts
Russia’s invasion of Ukraine and the ongoing rise in inflation have unsettled financial markets around the world.
03/18/2022
'Sustainable' funds are no more green than traditional products, study finds
So-called "green revenue" is the percentage of sales generated from products that benefit the environment such as with cleaner water or contribute to mitigating climate change.