07/20/2021
Many expats who have been affected by the changes to advisory and banking rules have sought alternatives with providers that already operate under pan-European rules in order to have a continuity of service and to sidestep avoidable problems.
07/20/2021
WealthTech Spotlight: In discussion with Alt/Ave
Chris chats to us about his background and reasons for setting up ALT/AVE, his team, the offering the firm has brought to market and its benefits, why it was built on Blockchain, their target market and more.
07/20/2021
Many commentators believe that the price of gold will soon rise due to the implementation of new rules on banks’ capital requirements under Basel III.
07/20/2021
Johanna Kyrklund: why bitcoin reminds me of the office’s appeal
With the bulk of the UK's Covid restrictions being lifted today, I look forward to more time in the office learning from colleagues, particularly millennials.
07/20/2021
A wealth tax is usually based on a person’s total net worth.
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
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
This will lead to more targeted, proactive, and impactful engagements from financial institutions, governments, and NGOs with companies in these sectors."
07/15/2021
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
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
The bonds were settled using Replexus’ unique ILS Blockchain.
07/15/2021
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
As American investment groups rush into mergers, the pressure on European rivals to respond is growing
07/14/2021
International Adviser spoke to St James’s Place and DeVere Group about the country’s growing financial advice industry
07/13/2021
The Chief Executive Program reveals CEO top priorities
07/13/2021
UAE foundations - FAQs
A foundation can hold assets for distribution to the beneficiaries