12/09/2018
The evolution of an independent advisory firm
The J.P. King story began with their switch from that legacy desktop performance reporting, billing and portfolio accounting system to the Black Diamond® Wealth Platform.
12/09/2018
The J.P. King story began with their switch from that legacy desktop performance reporting, billing and portfolio accounting system to the Black Diamond® Wealth Platform.
12/07/2018
Citi Private Bank releases its key market views and investment themes for 2019 and beyond
12/07/2018
Psigma CIO Tom Becket explored whether this year’s poor performance from regional assets was set to continue in 2019
12/07/2018
Our positive belief stems from a number of sources, although we concede that some market concerns may not be resolved in the short term and it is possible the current period of volatility may persist into the first quarter of next year.
12/07/2018
The emotional and social attachment to treasure means that investors are extremely likely to make sub-optimal decisions about when to buy, sell or how much to pay
12/07/2018
The iconic global brand GUINNESS is to become the new title sponsor of the Six Nations, with the Championship to be known as the GUINNESS SIX NATIONS from 2019.
12/06/2018
The one at the WGR Sprague-designed Gielgud has elegant arches around an oval lightwell and deep windows looking out on Shaftesbury Avenue.
12/06/2018
We’ve delved deep again this year in penning our annual list of 10 Outrageous Predictions.
12/05/2018
In the age of the “female Sisyphus” new research from Boyden says it is imperative for executive leadership to change corporate culture and leverage female talent to compete. Let’s preview the study and examine new ways organizations can
12/05/2018
At a certain point, another million dollars doesn’t make anything newly affordable. That’s when other motivations take over.
12/05/2018
Luxembourg introduced its RAIF fund regime in 2016, and the structure has proven incredibly popular with fund managers since launch. What was the thinking behind the launch and why has uptake been so enthusiastic?
12/04/2018
The results are in and 2017 was the best year ever for the world’s billionaires.
12/04/2018
The final key challenge is sustainability.
12/04/2018
Men spooked about how to act in the workplace in the wake of the #MeToo movement should remember basic lessons from grade school, according to Ellevest CEO Sallie Krawcheck.
12/04/2018
The fund also hopes to become “a focal point for investors in the social sector,” said Kogiso.
11/30/2018
Trust survey, more collectors are making art part of their wealth management strategy, and this newfound clout may be one reason why.
11/30/2018
The country is a founder member of the European Union, NATO and the UN, and the city of Luxembourg is the seat of several institutions and agencies of the EU.
11/29/2018
Aside from increasing investment to update internal systems, companies are looking to upgrade client-facing technology as well, with over 68% of respondents highlighting it as an area of focus.
11/29/2018
The managers wrote: ‘Julius Baer is the largest listed wealth manager in Europe with a simple business model: offering advice to clients in return for an annual fee that is typically a percentae of the assets managed.
11/29/2018
Though Brexit is always front-of-mind when wealthy people leave the U.K., only 23% said they were considering leaving because of Brexit.