Fantastic beasts and how to make them
During that time I’ve met loads of excellent people and known a lot of firms but I’ve seen remarkably few where I would consider being a loyal customer, and a shareholder.
Comment & Analysis
5144 articles found
The New Customer Relationship in Wealth Management
These interactions are captured digitally, providing volumes of data which can be used to identify services and opportunities specific to my needs; “good, personalised service” dead not dead, it has just become digital.
WealthTech Spotlight: In discussion with Alt/Ave
Chris chats to us about his background and reasons for setting up ALT/AVE, his team, the offering the firm has brought to market and its benefits, why it was built on Blockchain, their target market and more.
British Expats Abandoned by Financial Adviser and banks over brexit rules
Many expats who have been affected by the changes to advisory and banking rules have sought alternatives with providers that already operate under pan-European rules in order to have a continuity of service and to sidestep avoidable problems.
EFG International: Gold and Basel III
Many commentators believe that the price of gold will soon rise due to the implementation of new rules on banks’ capital requirements under Basel III.
Johanna Kyrklund: why bitcoin reminds me of the office’s appeal
With the bulk of the UK's Covid restrictions being lifted today, I look forward to more time in the office learning from colleagues, particularly millennials.
What Is A Wealth Tax?
A wealth tax is usually based on a person’s total net worth.
Cryptocurrency boom has further to run, say professional investors
Market commentators are split on whether the cryptocurrency market is still in a bull run or heading for another so-called Crypto Winter bear run with prices tumbling.
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.
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.