06/19/2018
An Evolving Relationship with Africa
Jersey has the right funds ecosystem to provide them with a clear solution, thanks to its credentials on transparency, innovation and quality.
06/19/2018
Wealth management firms accelerate hybrid advice programs -with investments in emerging technologies, such as intelligent automation and artificial intelligence, to prepare for BigTech entrance
06/18/2018
The ‘Luxury Price Index’ from private bank Coutts shows the rich will have to dip deeper to afford the finer things in life.
06/18/2018
When asked what are the most popular areas for the technology's importance in delivering results, the top spots included increasing cybersecurity at 75 per cent, reducing costs at 73 per cent, and upping portfolio returns and client communications, b
06/18/2018
That figure is twice the combined market capitalisation of the 50 or so firms listed on the Irish stock exchange and €120bn more than Irish GDP last year.
06/18/2018
At the same time, some broker/dealers have made considerable efforts to grow by bringing over new investment advisory practices.
06/17/2018
Offshore financial centres (OFCs) are alleged to be hotbeds of tax evasion. Their role in facilitating individual and corporate tax planning, which is entirely legal but politically controversial, has also come under the spotlight.
06/17/2018
Rolls-Royce announced plans last week to cut 4,600 jobs — confirming a Sunday Times story — to free resources to invest in new technologies such as electric propulsion for planes, ships and trains.
06/15/2018
As the Digital Landscape Evolves, Institutions Must Leverage the Full Spectrum of Available Data to Create Personalized Client Experiences, Deepen Loyalty, and Create New Value, Says Report by The Boston Consulting Group
06/15/2018
A huge inflow during April has been followed by a period of extreme volatility
06/15/2018
Engaging clients with broader relevance, proactive skills, and a modern hassle-free user experience have replaced beating the index
06/15/2018
Executive director of Pengana Capital Group, Adam Myers, agreed, adding that the trend is consistent with increasing awareness.
06/15/2018
As a result, they can be suspicious and slow to trust even ethical financial advisors who specialize in meeting their needs.
06/14/2018
Meanwhile, 28% of men value the power and influence that wealth brings
06/14/2018
Investors find their nerves tested by political volatility in the UK
06/14/2018
The leading account aggregation and personal financial management (PFM) platform was nominated in the TECHNOLOGY PROVIDERS: Wealth Reporting/Personal Finance Managers category.
06/13/2018
Data is king
06/13/2018
Just 50% of firms have active customer retention measures in place, accroding to KPMG.
06/13/2018
As the threat of an increase to UK Base Rate and with it expat buy to let mortgage rates recedes, Offshoreonline reports several lenders have begun to cut expat mortgage rates and reduce bank administration fees.
06/13/2018
An extraordinary 72 per cent of younger women said they were primary financial planning decision-makers in the household