02/01/2022
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
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
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.
01/31/2022
Ken Van Leeuwen On Financial Planners Becoming The Family CFO
A financial planner’s role spans far beyond investments, and one must also work in highly specialized areas such as taxes, benefits, business and estate planning to adopt a holistic approach.
01/31/2022
Last week, the markets saw the Fed meeting as hawkish, but what did investors expect?
01/31/2022
My last Winter Letter spelt out what we mean by our purpose of ‘Good Bankers and Good Citizens’. It was heartening to learn from our recent survey that so many customers appreciate our purpose-driven stance.
01/31/2022
Note that while that debt is concentrated in the western economies, indebtedness is essentially a universal condition.
01/30/2022
Lombard Odier - Global Investment Strategy Q1 2022: Taming inflation
Although the central bank’s roadmap is clear, the way markets price the pace of tightening is key.
01/30/2022
£50m of public cash ploughed into firm linked to tax haven by bank set up by Nicola Sturgeon
The Scottish National Investment Bank was launched in 2020 by First Minister Nicola Sturgeon.
01/28/2022
Gold – Increasing downside risks - UBP
Gold has traded quite strongly, considering – although this is likely also explained by commodity index rebalancing, which normally starts in January.
01/28/2022
Survey: Only 7% of financial advisers have a proposition for advising and retaining women
Whilst nearly 80% of financial advisers believe that wealth transfer presents an opportunity to their business, only 7% have a proposition for advising and retaining women.
01/28/2022
UK Home Purchases for US Individuals
The examples below highlight why US persons should always take US tax advice before buying property in the UK.
01/27/2022
LLB offers Bank Linth takeover and delisting
Bank Linth shareholders to receive a buyout offer with ‘an attractive premium’.
01/27/2022
This year UBP has announced a rise in net earnings of nearly 11% for 2021 to 201.2 million Swiss francs, and assets under management at 160.4 billion, up 8.8%.
01/27/2022
A salesman who believed in wearing out shoe leather, during fifteen years at Brooks Macdonald he built and managed a 35-strong sales team.
01/27/2022
Investment Insights by our experts and thought leaders
01/27/2022
With almost a third of market share, Amazon is the world’s largest cloud computing business.
01/27/2022
This misconception must be corrected, however, or it will slow down the speed of change.
01/27/2022
Quality is the decider in the battle between value and growth
This year has started along the same lines.