11/17/2020
The international portability of wealth will be crucial in navigating the complex world of tomorrow
High Net Worth (HNW) families have much to consider, balancing their shorter term lifestyle needs, against the needs of their family construct and, over the longer term, the legacy they wish to leave behind.
11/17/2020
Abu Dhabi, Dubai, and Shenzhen all gain ground
11/17/2020
We can also report on the following recent announcements that will be welcomed by many businesses:
11/17/2020
Ho-ho-ho
Clients ask us whether this is the end of the Nasdaq leader-ship in stock markets.
11/17/2020
‘“The Next Big Thing” probably won’t come from the top two sectors of the last decade: technology and consumer discretionary,’ they said.
11/17/2020
A single source of truth applies to a data domain
11/17/2020
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.
11/17/2020
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.
11/16/2020
While the products are booming amid fall-off in principal-protected structures, some distributors are missing out
11/16/2020
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
11/16/2020
Digital interest in the largest global asset management brands has declined according to a new analysis
11/15/2020
The curriculum is developed by partnering with the industry to offer you practical lessons.
11/13/2020
UBS financial advisors may send clients a digital survey seeking feedback.
11/13/2020
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.
11/13/2020
Labuan IBFC is a “whitelisted” jurisdiction by the European Union and deemed largely compliant by the Organisation for Economic Co-operation and Development.
11/13/2020
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.
11/12/2020
The local banks reported lower-than-expected declines in quarterly profits last week, supported by gains in wealth management fees.
11/12/2020
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.
11/11/2020
The authors of the study believe that banks will have to switch to risk management in 2021.
11/11/2020
finews.ch has reported on these ongoing conflicts several times and recently identified clear signs that the bankers' association is facing an acid test.