07/08/2021
The role of digital trust in wealth management
As we emerge from the global health crisis, how can advisers increase trust with their clients?
Comment & Analysis
07/08/2021
We are all Ozymandias (revisited) by Tim Price
Many believe that Shelley was inspired by this seven ton portion of that original statue.
07/08/2021
Hybrid Advisory: The Future of Client Experience?
Banks and wealth managers need to find a balance between what technology and what talented staff offer clients.
07/08/2021
The Most Generous Philanthropist You've Never Heard Of
You may be surprised to learn who is the most generous philanthropist of the last century. Spoiler: it's not Bill Gates.
07/08/2021
Geneva WM fintech CEO sells 75% stake and explains how the firm grew without sales team
The fintech offers services that improve digitalisation processes for wealth management companies.
07/08/2021
Preparing for generational wealth transfer post covid-19
Every industry has seen sharp changes over the last year and a half due to the pandemic, but the wealth sector has seen a major shift with the generational wealth transfer timeline shortening significantly.
07/07/2021
PIMFA welcomes reduction in proposed FCA fees
It is still unclear what the FCA hopes to achieve through their undefined market study, and the largest firms with superior controls will still be penalised.
07/07/2021
Credit Suisse: The top managers put to the test
The CS Chairman of the Board of Directors had little to do with the recruitment of Hannaford.
07/07/2021
Goldman Sachs: Ethereum May Surpass Bitcoin as Store of Value, But Not Gold
Analysts at Wall Street investment bank Goldman Sachs have reaffirmed their bullish stance on the world’s second-largest crypto asset, Ethereum.
07/07/2021
How do you solve a problem like younger clients?
International Adviser spoke to The Private Office (TPO), Tilney Smith & Williamson and IWP to discuss how the UK advice market should approach serving younger clients.
07/06/2021
Dispelling negative notions about Japan amid its increasing importance
Investment Insights by our experts and thought leaders
07/06/2021
Delta spells new risk dimension for markets
Beyond investors’ fears of runaway inflation potentially triggering a premature hike in interest rates, the fast-spreading variant now poses a threat worth watching for economic recoveries and financial markets.
07/06/2021
Becoming a leading digitally enabled Wealth Manager
Given the above scenario, in a digital setting, companies will turn the legal must-do into a commercial weapon and boost your digital collaboration; clients will benefit from a qualitative, instant and hyper-personalised advice for a long-term relationshi
07/06/2021
Schroders Quarterly markets review - Q2 2021
A look back at markets in Q2, when stocks made further gains and the US Federal Reserve hinted at future policy tightening.
07/06/2021
Rescued by innovation: Joseph Stiglitz on the post-pandemic economy
The Covid crisis has highlighted the importance of innovation, argues Nobel prize winning economist Joseph Stiglitz.
07/06/2021
“We need to create a greener economy”
And what advice her mother gave her at the age of 10.
07/05/2021
Paul Arni: "I didn't need a wake-up call for that"
He no longer likes to hear customer advisors complain about additional administrative work.
07/05/2021
Cui bono? by Tim Price
Top-down central planning, dictating resource allocation and industrial output based on supposedly superior knowledge of needs and wants, is an impulse that has infected political players throughout history.
07/05/2021
These are the top CEOs for 2021
Only three of the top 100 are women.
07/05/2021
LIBOR – 6 months to go
This month marks 4 years since Andrew Bailey told financial markets they needed to prepare for a world without LIBOR after 2021 – 4 years since we embarked on this marathon transition together.