Top takeaways from the Mourant Jersey Trusts and Private Wealth Forum 2024
Diminished capacity is viewed by professionals as both a potential risk to the validity of a trust and a means of attack.
Comment & Analysis
5124 articles found
Why won’t wealth firms discuss complaints?
A recent report found that nearly one in five clients switched firms after poor complaints handling, but few want to speak about processes.
The importance of customs data analytics
In today’s globalised economy, efficient customs processes are essential for businesses engaged in international trade.
Closing the efficiency gap between public and private markets
Private capital markets have taken huge strides forward over the past decade.
Leonteq publishes half-year 2024 results
After more than six years as CEO, Leonteq founding shareholder Lukas Ruflin has announced his intention to step down from his role once a successor has been appointed.
Eurozone PMIs: Weak start to Q3 does not bode well for recovery
Similar to last months, activity in the eurozone services sector remained firmly in expansionary territory but did slow in pace.
Expected Drop in Interest Rates Fuels Wealth Management M&A
An Echelon Partners report showed robust activity in mergers and acquisition in Q2.
Study reveals support from institutional investors and wealth managers for tokenisation is building but distribution remains a concern
The study with organisations invested in the digital assets sector found 75% expect more fund managers to look at the potential for tokenisation
Japan's cash-rich companies: harnessing corporate reforms
Exploring hidden opportunities amid a push for more active cash use
Private Banks Call For Trimmed «Trump Trades»
Following the withdrawal of Joe Biden from the US presidential race, market watchers are prescribing a lower level of certainty that the Republicans will win both the White House and Congress.
The Terrible Allure Of ‘Noptimism’
“Asset and wealth managers – and their clients – need to be prepared for some of the most important changes for a generation.”