08/19/2021
Why it’s time to see KYC through a behavioural-finance lens
Pascal WealthTech President Mark Doyle urges advisors to rethink their approach to investor risk tolerance
Comment & Analysis
08/18/2021
Just how transitory is the transitory period for Inflation?
Inflation has been influencing a number of markets as investors asked just how transitory is the transitory period for Inflation? ZEDRA's Global Head of Fiduciary Investment Services Toby Sturgeon explores in his Q2 2021 Market Update.
08/18/2021
From labor abundance to labor scarcity
In Europe, the workforce grew from 56% of the total population to 60% over the same period, again as part of a growing overall population.
08/17/2021
Superyacht Sales Spike as Wealthy Escape
Sales of superyachts (new and pre-owned boats 24 metres-plus) by brokers in 2021 continued to significantly outperform previous years as demand for vessels tracks increasingly higher, driven in part by coronavirus lockdown restrictions and travel safety c
08/17/2021
On pain of death by Tim Price
Central banks have historically been born of a need to raise finance for the governments they serve.
08/17/2021
More Than Banking: Top Innovators in Swiss Finance
The basic idea was to offer independent advice while clearly separating themselves from product sellers.
08/17/2021
Staking a profit with Decentralized Finance
They are scalable and have high transaction speeds.
08/17/2021
KYC Will Not Protect Us, Bitcoin and Encryption Will
As regulators attempt to institute KYC and AML rules at the peril of our personal data, Bitcoin and encryption offer salvation.
08/17/2021
New anti-money laundering rules took effect in the UK last year – but are they being adhered to?
In June 2021 the government published a new AML risk assessment specifically for art-market participants to assist them in identifying the key risk indicators in their businesses.
08/17/2021
What tricks will stick as asset managers head back to the office?
This helped to accelerate digital adoption and focus minds on ‘burning platforms’ that needed addressing most.
08/17/2021
Capital markets investors predict more airline bailouts and insolvencies
The majority (57%) of respondents believe that private equity will target the airline sector as a corporate recovery play over the next 12 months.
08/17/2021
The impact on philanthropy and charities when ultra-wealthy divorce
This remains the case unless and until those assets have been specifically ringfenced for charitable purposes, for example if they are held within a family trust.
08/17/2021
How technology is putting private markets within reach of HNW clients
But in addition to recent revised SEC criteria for accredited investors, improved technology and pandemic-driven industry changes are driving an evolution in the alternative investment industry, resulting in expanded access to private equity and other pri
08/16/2021
Market due for high next month: Wealth Within
The US market is just finishing its reporting season with over 80% of companies announcing improved results and I suspect we will follow suit.
08/16/2021
Tech myths your firm should ditch
Article from The Wealth Mosaic's APAC Wealth Technology Landscape Report (2021). Written by Adrian Johnstone, Co-founder & Chief Commercial Officer at Practifi
08/16/2021
Much to Ponder on, particularly in China
The reforms potentially leave Chinese equity markets in no man’s land.
08/16/2021
Diary of a Fund Manager - Half Time
August is a chance to decide on the priorities for the rest of the year and the year after which is why September and October can be volatile.
08/13/2021
Philanthropy 2021: 'Doing Better at Doing Good'
Many philanthropic funders rose to the occasion and expanded their grants programmes to accommodate the uncertainty and increasing need.
08/13/2021
Fintech Experts Warn Against CBDC Overhype
But while it may be prudent to conduct due diligence exercises to understand new developments, it may not necessarily be sound for everyone to act on such information.
08/13/2021
Swiss financial center: vaccination incentives instead of compulsion
Most financial institutions in Switzerland don't seem to be in a particularly hurry to get their employees back into the office.