03/11/2022
In conversation with Marco Bizzozero, Head of International at iCapital, IBS Intelligence discusses the alternative investment industry.
03/11/2022
Technology should integrate these preferences plus risk capacity, assuring proper wealth preservation.
03/11/2022
Yet, billionaire wealth compared to GDP in Russia was still higher as of March 10 than in the U.S., Canada and several European countries.
03/10/2022
Citi Paraguay Recognized by Euromoney for Private Banking and Wealth Management Services
The results of the Euromoney survey of 2,000 global wealth management experts represent a qualitative ranking of private banking providers by region and area of service.
03/10/2022
Ukraine has long been a testing ground for cyber attacks, and Russia widely acknowledged as the biggest state-sponsored actor1.
03/10/2022
The sanctions are only just starting to be implemented and we have yet to see the full force of the shock to the global economic system.
03/10/2022
The West gets united in solidarity by standing for the truth and good against everything evil that has been revealed of Putin’s regime and by what it represents.
03/10/2022
With both Russia and Ukraine significant producers of commodities, the ongoing conflict may result in supply disruptions and higher commodity prices.
03/09/2022
The shocking war in Ukraine will worsen the already fragile global food system.
03/09/2022
Many of our clients are boutique financial services firms – for whom, as readers will know, reputation is everything.
03/09/2022
Bringing such adverts within scope of the Online Safety Bill could wipe out online fraud and the practice of cloned website.
03/09/2022
It’s a big mountain to climb – but there is an answer. If they put automation at the top of their agenda, firms will be well-placed to come out on top.
03/09/2022
Many banks only accept precious metals that fulfill the LBMA's strict criteria
03/09/2022
We provide a general overview of how sanctions regimes work in one of our previous articles.
03/08/2022
High-net-worth individuals are defined as having a net worth of at least $1 million (R15.3 million), including their primary residence.
03/08/2022
Then, markets had to react to the worst case scenario of a full Russian invasion into Ukraine and the impact of extensive financial and economic sanctions which ensued.
03/08/2022
Why do women invest less than men? On International Women's Day, we look at the importance of female financial planning and what wealth managers must do to better understand what drives women’s investing decisions
03/08/2022
Being attentive, alert and razor sharp at all times is difficult to achieve, so we use tools to help us stay organized and up to date with our everyday assignments or special projects.
03/08/2022
The main cause of this consolidation is well known: constantly rising operating costs due to tightening regulations, pressure on margins from low interest rates, and the need for expenditure in technology to keep services on the cutting edge, improve inte
03/07/2022
“If you put the federal government in charge of the Sahara Desert, in five years there’d be a shortage of sand.” - Milton Friedman.