02/04/2022
Gen Z thirsty for alternative investments as they turn to fine wine
Almost three in four (73%) of those under 25 who invest in the liquid asset say they spend up to £20,000 per year on fine wine.
Comment & Analysis
02/04/2022
Wellington Wealth: Why men come to us for advice
“I think it’s possibly because they feel more comfortable without having an alpha male opposing them."
02/04/2022
Banks Can Do More to Woo Women
The outcome of the report, which surveyed 8000 participants in 16 countries, does not surprise Olga Miler, co-founder of Smartpurse, a platform that tailors financial education for women.
02/03/2022
Seek alternatives to direct holdings of crypto - UBS
After all, the recent crypto slide was not interrupted by data showing the fastest rise in US inflation in almost four decades.
02/03/2022
Environment hiring levels in the private banking industry rose in December 2021
This latest figure was the highest monthly figure recorded in the past year and is an increase compared to the 0.2% of newly advertised jobs that were linked to environment in the equivalent month a year ago.
02/03/2022
Edouard de Saint Pierre on building a strong future for the French market and the next generation
De Saint Pierre, who aims to turn France into the Group’s European flagship, has great faith in the next generation and partnerships with investment advisers.
02/03/2022
Zurich IAM targets WMs aged over 50 in recruitment drive
Marcuard Heritage says ‘60 is the new 40’.
02/03/2022
Mortgages: Reports of banks pulling out are premature
The financial institutions sense an unfair regulatory disadvantage compared to "shadow banks", which are allowed to calculate the mortgage interest differently.
02/02/2022
The young consumer and a path to sustainability
The report looks at responses of 10,000 people across ten countries aged between 16 and 40 years.
02/02/2022
What follows one of the worst Januarys in history?
While the most recent episode of such a large January drop was in 2009 in the midst of the Global Financial Crisis, a look across the decade of events highlights a number of commonalities as well as differences that can help us understand what might lie a
02/02/2022
The Caribbean: The Haven for The Wealthiest People In The World
Alternative citizenship gives you all the freedom of traveling visa-free to a lot more places.
02/02/2022
BLKB CIO identifies the SMI's bargains
Fabienne Hockenjos also assessed the macroeconomic environment.
02/01/2022
FSI and Broadridge Release Study Highlighting Independent Advisor Growth Opportunities
Client-facing tools are the number one area for technology improvement for advisors under the age of 45
02/01/2022
China’s Olympic push in Year of the Tiger
Amid threats from Omicron, festivities will be more muted
02/01/2022
10 good reasons to place your trust in Switzerland
These have only been further enhanced in recent years and, for us, can be summarised into ten reasons for Switzerland continuing to be a highly attractive destination for those looking to establish suitable trust structures to manage and protect their wea
02/01/2022
BIL Investment Insights
Amid this panoply of warring narratives, the US equity market delivered an impressive twist last Friday, avoiding a fourth consecutive week of losses.
02/01/2022
2022 Could Be The Year Of The Wealth Tech User Experience
Many advisors and wealth managers, along with their technology partners, have worked continuously on upgrading their client experience, especially after Covid-19 sent many people into a long-term work-from-home environment and made it difficult to travel
01/31/2022
How To Apply For UK Citizenship By Investment
The country provides amenities such as quality medicine, a high standard of living, and a developed education sector, which makes it a suitable choice for immigrants.
01/31/2022
Burgeoning EV market will create more opportunities for investors: Private banks
They also noted that Asia, especially China, will continue to drive this shift in 2022 as it forges ahead in reducing carbon emissions and rolling out green technology.
01/31/2022
Private Banks Splash Out For Red Packets in Year of The Tiger
The red packets are marked by major companies as one of the most important corporate premiums of the year in a region where the custom is widely practiced not only within China but also amongst the Chinese diaspora as well as non-Chinese.