04/09/2018
Getting the Balance Right in an HNW Real Estate Investment Portfolio
At CBRE Global Investors, Scott Spalding and his colleagues embrace what he calls “cycle awareness” in mapping out investment strategies for HNW clients.
Comment & Analysis
04/09/2018
Retired Wells Fargo Wealth Chief Defends the Firm
David Carroll comes to Wells Fargo’s defense, Texas advisors accused of running a Ponzi scheme and Buckhead Investment Partners rebrands.
04/08/2018
GUEST ARTICLE - Unfriending Facebook - What's not to like? by Penny Lovell
Anyway, it’s certainly been a horrendous few weeks for the social media giant.
04/08/2018
The Future Of Private Wealth Structuring In Jersey by Michael Powell
The future is challenging certainly, but bright.
04/08/2018
The Big Interview: David Durlacher, CEO of Julius Baer
Wealth management in particular held a major attraction.
04/08/2018
Wealth managers redraw business strategy for millennials
Millennials like to embrace diversity, sustainability, globalisation, disruptive technology, new business models, and entrepreneurialism like no generation before them
04/08/2018
Richest 1% to Own Two-Third of World's Wealth by 2030: Report
The alarming projection stated if the trend following the 2008 financial crash continues, then the top 1 percent will hold 64 percent of the world’s wealth by 2030.
04/07/2018
Larry Fink identifies China as critical BlackRock priority
CEO outlines opportunities created by Beijing’s reforms in annual shareholder letter
04/06/2018
Market volatility in 2018 puts the focus on risk solutions by James Ramenda
Our models are completely transparent and comprehensive across asset classes and geographies, so all calculations are auditable and all risks are fully covered.
04/06/2018
The EU and the ‘new 21st century colonialism’ by Anthony Travers OBE
In the light of FATCA – the US’s legislation aimed at forcing all US citizens to declare their assets to the IRS
04/06/2018
UBS Chairman: The niche market for 'impact investing' could be huge — but it needs derivatives
"Many of our wealthy clients are active in philanthropy or run charities, and through these charitable engagements they're used to looking at impact."
04/05/2018
Deutsche Bank: Tough Job for Feared Manager?
Togni was one of the managers told to save money, and with IT being a major cost factor, she had to contribute all the more.
04/05/2018
The companies behind the wealthiest men in the world
Amazon is a clear example of how successful a company must be to push its owner’s net worth to the top of the heap.
04/05/2018
Will HSBC Reward Asia?
Both Tucker and Flint have solid Asian credentials.
04/05/2018
Top UBS Banker Has ‘Very Aggressive Plan for U.S.’
Within three to five years, UBS aims to double the number of client-facing senior-level bankers in the Americas
04/04/2018
Gulf helps Mayfair regain London property top spot
Rents also soared last year, with the highest luxury apartment rent now averaging £2,026 per week, which is 17 percent higher than Knightsbridge.
04/04/2018
More wealthy Chinese shell out for UK ‘golden visas’
Brexit worries pale next to Britain’s attractiveness as capital bolthole
04/04/2018
deVere CEO: Cryptocurrency investor mindset is shifting
Mr Green, who launched deVere Crypto, an exchange app, earlier this year, comments: “There is a seismic shift taking place with cryptocurrency investments.
04/04/2018
Jersey Finance announces London conference
A range of expert speakers from Jersey Finance Member firms and partners will examine how family office structures are adapting to meet the needs of Generation X and Y
04/04/2018
Hotel brands need to cater to business travelers through loyalty
This segment of travelers in the U.S. is highly loyal due to their frequency in business trips, making rewards programs key in attracting them.