What’s Missing in Your Digital Transformation Journey
Shortcomings in organizational culture are one of the main impediments to company success in the digital age.
Comment & Analysis
5136 articles found
This company sells passports to Americans looking for a tax break on their bitcoin profits
As the name suggests, Plan B Passport offers crypto-rich clients a path to a second passport in their pick of seven, mostly tropical, tax-haven states, all of which are exempt from capital gains taxes on crypto holdings.
First systematic review of spatial finance highlights potential of satellite data and A.I. for greening finance
This will lead to more targeted, proactive, and impactful engagements from financial institutions, governments, and NGOs with companies in these sectors."
North America’s best bank for wealth management 2021: UBS
During a turbulent year, the leading wealth management firm did not rest on its laurels, with a flurry of initiatives underlying its financial success.
8 ways to diversify your investments like the ultra-rich do
From luxury handbags to developing economies, the UHNWIs have a very strong investment portfolio, and they certainly don’t follow the herd.
‘Can-do’ attitude makes Guernsey a natural home for ILS innovation
The bonds were settled using Replexus’ unique ILS Blockchain.
Martin Gilbert: Adapt like ETFs, or get left behind
Mutual funds need to constantly innovate
Time to circle the wagons and review your investment reporting process?
It may be that your firm has won a number of new mandates recently and the volume of reports being generated by the firm has increased substantially.
Looking Under the Bonnet: Short-Term Strategies
Typical high frequency trading strategies (‘HFTs’) hold positions for minutes or less.
Why did Liontrust's ESG investment trust flop?
This is because as wealth management companies combine, the amounts of money managed by each business rises, and that by each individual wealth manager.
Will Europe’s asset managers defy the mantra that big is better?
As American investment groups rush into mergers, the pressure on European rivals to respond is growing
Is China the place for wealth managers to be?
International Adviser spoke to St James’s Place and DeVere Group about the country’s growing financial advice industry