Advisers need to teach clients about their ‘relationship to money’
That level may vary throughout the day, but in general, people have a standard level of happiness in their mood.
Comment & Analysis
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Finnish ex-premier addresses UBP clients
This experience and her easy manner made for a compelling address which engrossed the audience.
Envestnet 2024 Advisor Survey Highlights What's Top Of Mind For Advisors As They Future-proof Their Business
Opportunities Include Offering Holistic Advice, A Fee-Based Future, All-In-One WealthTech, And Tackling The Organic Growth Imperative
Elections: Down and Out in Paris and London
The new UK administration should provide the country with more predictable policymaking thanks to the government’s large parliamentary majority.
Bank of Singapore's Jason Moo: 'We’re going counter-cyclical'
In the latest CEO Captain series, Citywire Asia sits down with private banking veteran and CEO of Bank of Singapore to understand the changes he made to get the bank to where it is now and his next steps.
What does Labour’s landslide victory mean for (U)HNWs?
What will the landslide Labour victory mean for HNWs? Leading advisers weigh in
Robeco CEO Karin van Baardwijk: ‘Many people come from an investment background. I had a different journey’
One of the few female asset management bosses left in Europe, Robeco’s CEO has big plans for the firm, including an international talent hub based in London
Sell now or wait and see? Wealth managers weigh up Labour’s CGT stance
As Labour comes to power, wealth managers see some clients bring forward sales just in case of tax rises.
Healthy economics, turbulent politics
Falling inflation has opened the door to a rate-cutting cycle in developed markets.
Assante Advisor Tina Tehranchian to receive Lifetime Achievement Award from the International Association of Top Professionals
CI Assante Wealth Management congratulates Tina Tehranchian, Senior Wealth Advisor in Toronto, for being selected to receive the Lifetime Achievement Award 2024 from the International Association of Top Professionals (“IAOTP”). “This aw
Election risk in the driving seat for the US dollar
Political risk will be an important dollar driver in the months ahead.
Switzerland falls behind in attractiveness for expats
Switzerland is less popular than ever with foreign professionals, according to a survey by the expat platform Internations. Despite the high quality of life, many skilled workers find it difficult to make friends in Switzerland.