12/13/2017
Zurich WM: how we broke away from Julius Baer and thrived
After giving up his childhood dream of studying insects, he decided to follow in his father’s footsteps by joining the Swiss foreign service.
Comment & Analysis
12/13/2017
Day one of Christmas by Gary Dugan
Sorry Santa, if the elves haven’t mined enough Bitcoin, Ethereum would do as well.
12/12/2017
St. James’s Place – “Political disputes trigger stock sensitivity”
Stocks were sensitive to political developments around two of the world’s most intractable political disputes.
12/11/2017
EU by Tim Price
Aspiring to spark an informed debate about investment markets, value, and absolute returns.
12/10/2017
"I wish we didn't have all these political shenanigans going on," SJP boss David Bellamy
But Bellamy won’t be able to say it for much longer.
12/08/2017
Saxo Bank 2018 Outrageous Predictions
2018 will be a true roller coaster ride compared to an outrageously placid 2017
12/07/2017
Competition heats non family business talent
The barometer echoed the human capital findings of the latest Global Family Office Report 2017.
12/07/2017
Impact investing: A force that transforms
Impact investing is one tool helping to transform the way investors think about cross-sector collaboration.
12/07/2017
Banca Generali Wins Two Prestigious Awards
Banca Generali, is a leading banking group in Italy, has recently won two Global Brand Magazine Awards. They were awarded as a winner for the Best Private Banking Brand, Italy & Mr. Gian Maria Mossa as Best CEO - Private Banking, Italy.
12/07/2017
Stonehage Fleming's Ventura: Jersey still attractive for UHNW
The bigger concern for private offices in Jersey is regulation and how the island ‘has been cooperating with the increase in tax transparency across the world
12/07/2017
EFG takes stance on MiFID II research costs
EFG International is not the first Swiss-based asset manager to decide to cover the cost of third-party research.
12/06/2017
Dubai wealth managers dismiss UAE inclusion in EU tax haven blacklist
Executives say list is not credible and likely to have a negligible effect on the country's banking industry
12/05/2017
Playing by the rules
Setting ground rules to deal with conflicts helps families stay together and preserve wealth
12/05/2017
St. James’s Place – “Indices benefit from economic momentum”
MSCI World and S&P 500 broke all records to post a 13th consecutive month of positive total returns in November
12/05/2017
Art and finance report - Deloitte
A closer look at the growing art and finance industry
12/05/2017
Fine art to topple fine wine in 2017 luxury investment league
Rich investors burned in the financial crisis are back in the market for modern masterpieces, according to Knight Frank luxury investment index
12/05/2017
Paradise Papers: Are There Any Revelations?
Unlike Panama papers revelations earlier, Paradise papers do not show overt criminality.
12/04/2017
GUEST ARTICLE: Hooray for the New Humanitarians!! By Penny Lovell
Funnily enough, there turns out to be quite a lot of overlap between the two celebrations, the Royal one and Sanlam’s.
12/04/2017
Assessing the value of financial advice
Our answer to this challenge is, essentially, to concentrate on areas where instances of bad advice are, or are likely to be, much worse than the ASR benchmark results.
12/04/2017
How Regional Banks Are Expanding Their Wealth Management Units
To attract clients, meanwhile, regional banks can “piggy-back” on the relationships they’ve built in their communities, according to the newswire.