07/20/2021
What Is A Wealth Tax?
A wealth tax is usually based on a person’s total net worth.
Comment & Analysis
07/19/2021
Cryptocurrency boom has further to run, say professional investors
Market commentators are split on whether the cryptocurrency market is still in a bull run or heading for another so-called Crypto Winter bear run with prices tumbling.
07/18/2021
What’s Missing in Your Digital Transformation Journey
Shortcomings in organizational culture are one of the main impediments to company success in the digital age.
07/18/2021
This company sells passports to Americans looking for a tax break on their bitcoin profits
As the name suggests, Plan B Passport offers crypto-rich clients a path to a second passport in their pick of seven, mostly tropical, tax-haven states, all of which are exempt from capital gains taxes on crypto holdings.
07/16/2021
First systematic review of spatial finance highlights potential of satellite data and A.I. for greening finance
This will lead to more targeted, proactive, and impactful engagements from financial institutions, governments, and NGOs with companies in these sectors."
07/15/2021
North America’s best bank for wealth management 2021: UBS
During a turbulent year, the leading wealth management firm did not rest on its laurels, with a flurry of initiatives underlying its financial success.
07/15/2021
8 ways to diversify your investments like the ultra-rich do
From luxury handbags to developing economies, the UHNWIs have a very strong investment portfolio, and they certainly don’t follow the herd.
07/15/2021
‘Can-do’ attitude makes Guernsey a natural home for ILS innovation
The bonds were settled using Replexus’ unique ILS Blockchain.
07/15/2021
Martin Gilbert: Adapt like ETFs, or get left behind
Mutual funds need to constantly innovate
07/14/2021
Looking Under the Bonnet: Short-Term Strategies
Typical high frequency trading strategies (‘HFTs’) hold positions for minutes or less.
07/14/2021
Time to circle the wagons and review your investment reporting process?
It may be that your firm has won a number of new mandates recently and the volume of reports being generated by the firm has increased substantially.
07/14/2021
Why did Liontrust's ESG investment trust flop?
This is because as wealth management companies combine, the amounts of money managed by each business rises, and that by each individual wealth manager.
07/14/2021
Will Europe’s asset managers defy the mantra that big is better?
As American investment groups rush into mergers, the pressure on European rivals to respond is growing
07/14/2021
Is China the place for wealth managers to be?
International Adviser spoke to St James’s Place and DeVere Group about the country’s growing financial advice industry
07/13/2021
2021 Fortune/Deloitte CEO Survey
The Chief Executive Program reveals CEO top priorities
07/13/2021
UAE foundations - FAQs
A foundation can hold assets for distribution to the beneficiaries
07/13/2021
Apex Group secures corporate ratings from Moody’s and S&P Global
The outlooks assigned by both agencies are stable, reflecting the expectation that Apex will be able to sustainably increase its revenue and profitability over the next 12-18 months through continued organic growth and the successful integration of recent
07/13/2021
The modern law firm: Automated. Integrated. Digitized.
Healthy margins may have previously offset any urgency to advance from outdated, manual, paper-based processes, but the disruption caused by COVID-19 has accelerated these plans.
07/13/2021
Increased connectivity expands Asia’s cross-border opportunities
Regulators step up liberalization moves to meet growing demand for overseas assets
07/13/2021
More Calls for Change at Credit Suisse
It added that the time had now come to put the integrated model under the microscope and use the globally attractive wealth management business as the base.