09/12/2019
Russ Prince: Three Key Wealth Management Industry Trends
A number of trends are impacting the world of wealth managers who are focused on cultivating the affluent.
Comment & Analysis
09/12/2019
All the Important Stuff from the Apple Launch Event
Apple hit us with a big drop: new iPhones, Apple Watches, iPads, and more details on Apple TV+. Here’s your cheat sheet.
09/12/2019
Brexit: Three Ways We're Preparing Portfolios by Coutts
Investing through the UK/EU split
09/12/2019
Swiss WMs fear one-third of industry jobs at risk of AI
At the extreme ends, less than one in 10 thought that more than 75% of jobs would disappear to AI, while only 2% believed less than 5% would be disrupted.
09/11/2019
How wealth managers can offer excellent customer service in the modern age
As technological developments bring new competitors, the quality of customer service offered by wealth managers will decide the sector's leading players
09/11/2019
Richest Could Lose Hundreds of Billions Under Warren's Wealth Tax
The top 15 richest Americans would have seen their net worth decline by more than half to $433.9 billion had Warren’s plan been in place since 1982, according to the paper by University of California, Berkeley professors Emmanuel Saez and Gabriel Zu
09/11/2019
New Wave of Shareholder Activism in Japan
Investment Insights by our experts and thought leaders
09/11/2019
STM Group on the hunt for acquisitions
As it looks to recruit a UK-based head of distribution and product
09/11/2019
Create Distinctive Customer Moments by Ensuring Trust in Onboarding by Kofax
These initial and information-intensive interactions are vital early experiences that set the tone for what should be a long-lasting and mutually beneficial relationship between the customer and the financial institution.
09/11/2019
How to avoid overpaying for underperfoming wealth talent
Compeer’s 2019 UK Wealth Management Industry Report suggests there is a weak correlation between front office staff costs and performance
09/10/2019
Digitisation essential for wealth managers says Nucoro
The report finds that this is being driven by the rise of automation facilitating scalable growth, and the transformation of customers where their expectations, needs, behaviours and demographics are changing.
09/10/2019
Over £500m new investment in green technologies for a cleaner and healthier future
Plans for a cleaner and healthier Britain stepped up a gear today (10 September 2019), as Ministers announced more than half a billion pounds of investment in green technologies.
09/10/2019
Investment Professional of the Future - CFA Institute
Changing Roles, Skills, and Organizational Cultures
09/10/2019
Ranked: The World’s Best Cities For Food Lovers In 2019
New York has been recognized as the world’s best city for food lovers 2019, according to a survey by the CEOWORLD magazine, while Paris and London placed second and third, respectively.
09/10/2019
Being Part of the In Crowd:
How to harness the power of a connected network.
09/10/2019
Geneva WM on how technology is changing the industry
The asset management industry is undergoing an unprecedented transformation.
09/10/2019
Why China's wealthy elite are losing faith in their country's future: William Stanton
PRC signs of weakness often overlooked
09/09/2019
What Would Mr Coutts Have Done?
“One of the key things our entrepreneur clients often talk about is the importance of finding the right people to help them take their business to the next level. Thomas Coutts understood this in the 18th century.”
09/09/2019
The Tech CEO Success Model: The Top 5 Leadership Pitfalls
Here Pete lists the Top 5 pitfalls he sees most CEOs stumble upon at some point in their journey.
09/09/2019
We should pay wealthy bosses to come to Britain: John Caudwell - the man who pays the most UK tax - says he wants riches back home and spread around
In 2015, he revealed that he and 11 members of his family, including his children, had all been diagnosed with Lyme disease – an infection commonly spread by tick bites.