05/12/2019

Top Dogs and Fat Cats

This is in part the consequence of globalisation and developments in communications technology

05/06/2019

Geneva PM on how not to fall into the private assets trap

nvesting in private equity through funds, funds of funds or in direct deals is not something new in the wealth management industry but in the past it was more limited to specialists and it certainly was not common for many private clients.

04/30/2019

How Schwab Came to Tower Over Wall Street

Those firms, as well as other big Wall Street names, are now following Schwab’s lead, by lowering or canceling fees, launching new services and seeking mass-affluent customers.