02/02/2018
The appeal of the private-banking club
What these private banks have in common, though, is the requirement for customers to be sitting on a certain amount of money.
02/02/2018
Impact investing may be forecast to grow to more than $300 billion by 2020, but even that would be a small fraction of the $2.9 trillion or so that will likely be managed by private-equity firms worldwide in 2020.
02/01/2018
AUSTRALIA: 7 in-10 People would be tempted to avail of the tax avoidance routes for the super rich
The survey also asked whether or not they think it’s fair that the top earners paying a large portion of the overall tax take of the country.
02/01/2018
Failure to prevent the facilitation of tax evasion
02/01/2018
Since 2003, every 2 years we have reviewed the strength of wealth concentration in fancy color diamonds. Many assets have wealth concentration, and in each analysis, we compared fancy color diamonds’ wealth concentration against theirs.
02/01/2018
What we don’t know is how the distribution of wealth will change with this new dynamic, as the demands of the next generation change.
02/01/2018
Accidental Americans face ruin if their estates are not properly structured, a lawyer has warned.
01/30/2018
The global asset management company thinks the start of the fourth wave of artificial intelligence is presenting opportunities to gain exposure to new areas of disruption like the technological revolution in transportation.
01/30/2018
Private banks are in the relationship business and often those connections last years, decades.
01/29/2018
This is an issue that reared its head again recently when the Government launched its 25-year environmental vision – a move that pledged to cut plastic consumption, create a new environmental watchdog and boost wildlife habitats to name a few.
01/29/2018
Even if favorable financial markets and a pick-up in client activity will have buoyed the bank's results, huge expectations now rest on Hodler's shoulders
01/29/2018
To my mind cryptocurrency is the world’s attempt to deal with three issues.
01/29/2018
Based on a survey of 359 trusts and estates lawyers, we were able to statistically divide them into two segments.
01/27/2018
The report, titled Fixing the broken model, questions why someone with more substantial wealth has to pay more cash for the level of service received.
01/26/2018
This week in Davos though Tucker was the only banker invited to dine with U.S. President Donald Trump.
01/26/2018
Six themes driving banking industry trends
01/26/2018
Orcel says investment bank may need to adjust its model
01/26/2018
The Deloitte Center for Financial Services has once again published our series of outlooks for the coming year in financial services.
01/25/2018
Staley also signaled that he expects revenue at Barclays’s investment bank to pick up in 2018 as interest rates rise in the U.S. and the economy in the European Union strengthens.
01/25/2018
Diana Zeydel offers some advice on the "care and feeding" of dynasty trusts at Heckerling 2018.