Managers of Wealth

UBS chiefs: four sectors to look for ‘the Next Big Thing’ in

‘“The Next Big Thing” probably won’t come from the top two sectors of the last decade: technology and consumer discretionary,’ they said.

Good data housekeeping is the first step toward reliable client reporting

A single source of truth applies to a data domain

Pictet themes head and A-rated LOIM PM on thematics' evolution

According to Morningstar, 154 new thematic funds debuted globally in 2019 and, over the three years to 31 December 2019, collective assets under management in these strategies grew nearly threefold.

How transfer agents are pivoting amid new business realities

The changes in the transfer agency go well beyond supporting business as usual, and in many cases, improvements will be felt long after employees have returned to their offices.

Warrants proving a big opportunity for Asia private banks

While the products are booming amid fall-off in principal-protected structures, some distributors are missing out

An Update on the Northeastern Canadian Real Estate Market

Three top real estate professionals explore the new trends in Northeastern Canada’s housing market, the effects of the pandemic, and what their marketplaces might look like in the long term

Are asset managers suffering from 'content overload' online?

Digital interest in the largest global asset management brands has declined according to a new analysis

Ranked: Best Investment Banking Courses For 2021

The curriculum is developed by partnering with the industry to offer you practical lessons.

UBS’s Chandler: The Future Of Wealth Management Will Be Digitally Enabled But Won’t Replace Relationships

UBS financial advisors may send clients a digital survey seeking feedback.

IQ-EQ: Meeting the complex needs of next-gen HNWs

The widely anticipated ‘great wealth transfer’ is set to be particularly interesting, as there are three clear differences between the inheriting generation and the incumbents.

Labuan FSA sees 50% rise in licensing approvals

Labuan IBFC is a “whitelisted” jurisdiction by the European Union and deemed largely compliant by the Organisation for Economic Co-operation and Development.

British expats in EU face 'significant disruption' as UK banks close accounts

UK banks will no longer be allowed to provide services to customers in the EU without the right banking licences, when Britain formally leaves the bloc on 31 December.

Analysis: Bottoming out - Singapore banks' earnings upgrades signal turning point for sector

The local banks reported lower-than-expected declines in quarterly profits last week, supported by gains in wealth management fees.

Pure Property Finance: London retains top spot for overseas buyers

Manchester and Liverpool also feature, with 1,770 and 1,516 owned by foreign buyers, respectively.

Corona: The bill will be presented to the banks in 2021

The authors of the study believe that banks will have to switch to risk management in 2021.

Is Guy Lachappelle the disruptor of the Swiss financial center?

finews.ch has reported on these ongoing conflicts several times and recently identified clear signs that the bankers' association is facing an acid test.

European asset managers must tweak strategies as pandemic intensifies headwinds

The pandemic has added a layer of uncertainty about future business and growth opportunities as market volatility triggered outflows and restrictions on movement affected client relationships.

What are the five big family business challenges posed by covid-19?

The Covid-19 pandemic and its social and economic reverberations are triggering particularly salient challenges for family businesses. The first one relates to family business succession.

Middle East businesses must take succession planning to protect an estimated US$1 trillion worth of assets

A leading financial advisor urges UAE's business owners to undertake proper business succession policies to protect their hard-earned assets from getting out of hand due to death, disability or other uncertainties

Addressing the growing demand to migrate to Guernsey

The Bailiwick of Guernsey’s movement was possibly easier than some, given that the move was not much more than a shift from de facto to de jure requirements on substance.

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