June 11, 2020

David Wilson, on today’s episode, evaluates the impact of the recent pandemic on wealth management firms. Technology, fees, AUM, digital services, and overall the client experience: how all of these have been impacted?
more...

01-01-2021

In a series of podcasts, we discuss developments currently shaping the industry and actionable ideas for advisors, executives, and families. We share uncommon knowledge, from insiders, for the modern family office.
more...

01-01-2021

The last year has accelerated the move to digital around the world and across industries. Wealth managers have been no exception. This discussion between wealth management industry leaders will take an in-depth look at how our rapidly evolving environment has forced wealth management firms to embrace and accelerate their technology journeys. The changes we’ve seen since March 2020 are here to stay, and it’s up to wealth firms and advisors to treat this period as a significant opportunity to evolve their businesses.
more...

2021-12-31

Corporate groups can become unwieldy and inefficient over time. In many cases, they accumulate structures that are no longer fit for purpose, use up valuable time and resources, and ultimately affect operational efficiency.?
more...

01-01-2021

Welcome to "The Rise Against Risk" – this year’s version of our annual ILS Insight event which usually takes place in Zurich. This year we will have speakers from the world’s leading centres for insurance-linked securities, including Guernsey, taking part in an online discussion covering issues including economic substance, the EU and OECD whitelisting process, green and sustainable investing and the industry’s recovery from COVID-19.
more...

01-01-2021

The latest tax provisions and how they are impacting the financial industry
more...

01-01-2021

Over 80 countries have approached the IMF for rapid financing support as a result of COVID-19 and this is uncharted territory for policy makers. Most governments around the world have already undertaken a series of monetary, macro prudential and fiscal measures in an attempt to safeguard their economies and to manage social costs. Some of these measures break previously-held policy taboos, including monetary financing of governments.
more...

01-01-2021

Hedge Fund and Financial Service Industry's Response to COVID 19. Where do we go from here?
more...

01-01-2021

Our CREALOGIX WealthTech insiders review the discussion after our first 8 episodes. If you've joined some of our live discussions over the past two months, you'll know we've covered a lot of ground. It's time to take stock of the big issues we've heard about, and focus on how established financial brands can take action...
more...

01-01-2021

With international commerce and opportunities expanding rapidly across Asia, the largest increase in wealth creation has been seen in the region.
more...