07/17/2018
New research cautions banks on exiting wealth
The Roy Morgan research found that one third of wealth management customers who were in the top 20 per cent of the market by value had used a financial planner
Comment & Analysis
07/16/2018
Team work? It’s all Greek to me! by Penny Lovell
Speaking of successful teams and winning strategies, the champagne corks have been flying at Sanlam once again.
07/16/2018
Investment banks thought they were smart enough to predict the World Cup. They weren't
It has become a tradition to make predictions using sophisticated AI and statistical modeling ... but its track record falls flat
07/16/2018
Lloyd’s correctly predicts World Cup result for second time
It is the second consecutive time that Lloyd’s predicts the World Cup winner.
07/16/2018
Huge jump in number of super-rich immigrants applying for UK investor visas
Intended changes to US investor visas are making the UK more attractive for the ultra-wealthy, lawyers said
07/13/2018
US-China trade war may affect overall deal appetite: Brenda Lau of Indosuez
Brenda Lau, senior director and head of Indosuez, says the wealth management firm has taken a cautious approach to doing PE deals in India
07/13/2018
Lack of Custodial Services Prevents Institutional Investors from Diversifying into Cryptocurrencies
Lore stated that custodians may have to cash out cryptocurrencies for their clients when asked
07/12/2018
Super-rich enjoy three elite credit cards with outrageous benefits
Queen Elizabeth II and Elton John have used the Coutts & Co’s World Card
07/12/2018
Asia's Newest Millionaires Swap Basket-Case Economy for Fine Art
Philippine wealth numbers are rising at third-fastest in world
07/12/2018
Switzerland's expat tribes: where do you fit in?
You are happy enough in Switzerland but something doesn't feel quite right.
07/11/2018
Should we trust the Swiss with shaping global crypto policy?
The centre says it engages with “governments, leading companies, civil society, and experts from around the world to co-design and pilot innovative new approaches to policy and governance in the Fourth Industrial Revolution.”
07/11/2018
Seven wealth managers' investment World Cup winners
With England closing in on the World Cup final in Russia, we asked our readers which country would take home the investment trophy.
07/11/2018
Why wealth managers need to find fintech partners
She sees digital banks as the next step in open architecture, moving away from the traditional
07/10/2018
Konrad Hummler: «I'm Coming in from the Cold»
Aimed at institutional investors, the fund will invest in digital platforms which matching lenders with borrowers directly.
07/10/2018
Chinese HNW move toward wealth preservation
Most of China’s wealthy don’t even know that trust structures exist
07/10/2018
The Problems Hedge Funds And PE Firms Have Connecting With The Super Rich And Single-Family Offices
The complication is that a good number of hedge funds and private equity funds are not very good at connecting with single-family offices
07/09/2018
Ex-RBS Chief, a Symbol of British Banking Excess, Retires to Life in Scotland
Fred Goodwin, who helped turn RBS into an international powerhouse, was stripped of his knighthood and is no longer a banker
07/09/2018
Want to Appear Rich? Buy an iPhone
There are, of course, some caveats to this.
07/09/2018
State of Luxury 2018: The Insider View Report
This study provides a unique perspective on the luxury market from the point of view of those that compete in the luxury industry.
07/09/2018
Sovereign wealth funds start to cool on private equity
Fears grow that rising competition for assets will hurt returns