10/25/2020
Happy anniversary Mr £53m — the last of the star fund managers
Terry Smith has built the biggest investment fund in Britain, so why isn’t everybody happy?
Comment & Analysis
10/23/2020
STEP survey shows trusts and estates business is riding out COVID-19 pandemic
The pandemic's effects have been unevenly spread around the globe.
10/23/2020
Predictions 2021: Wealth Management Firms Embrace Digital To Thrive
Beyond the pandemic, environmental crises such as wildfires in the western United States and global social unrest highlighted the importance of sustainability.
10/23/2020
Why Sales Forecasting Will Be More Important Than Ever Going Into 2021
While 2020 has been anything but predictable, nobody knows exactly what 2021 holds. By taking a scientific approach to forecasting your sales, you can avoid potential problems with your KPIs. It’s time to shift your sales process to focus on the fut
10/23/2020
Thinking Globally Has Paid Off by Coutts
Investing globally proved to be the right approach in September
10/23/2020
US Election: Backing the Winner by Coutts
We get under the hood of our funds and portfolios to find what the US election result could mean for our investment clients
10/22/2020
Why Wealthy Americans Are Pursuing New Citizenship Opportunities Amid the 2020 Election
Even more specifically, some HNWI are already hedging their bets for 2020 by betting on other countries and pursuing citizenship by investment programs to do so.
10/22/2020
Hubbis Mini-Survey of Asia’s Independent Wealth Management Community
In conducting the Mini-Survey here, our objective was to glean a snapshot of the key issues and operational risks faced by these IWMs, 59% of which are IAMs/EAMs, 35% of which are MFOs and 6% of which are brokerages.
10/22/2020
ETF investors call for better product education and transparency
Growing demand for fixed income ETFs
10/21/2020
5 minutes with… Nick Bland, Head of UK Client Services at Ocorian
At the same time, DB was building its offering in the fund space, with my group acting as a loan servicing middle office because we had the infrastructure to do so.
10/21/2020
UK charities and coronavirus: updates to Charity Commission guidance
The guidance also now includes an additional section on the rule of six.
10/20/2020
WeekWatch by St. James’s Place
While large technology companies are thriving throughout the pandemic, the overall health of the world economy is much more mixed.
10/20/2020
UK residential property: A window of opportunity | Perspectives from Singapore, Hong Kong and London
One agency reported that its Prime Central London sales for properties worth over £2 million were 85 per cent higher than the same period last year.
10/20/2020
New UAE wealth management law a welcome game changer
The new law, which creates a legislative framework for businesses passed on to the second or third generations and are often in danger of collapse, goes a long way to allaying my concerns.
10/20/2020
Factor investors committed for the long haul, finds global study
Despite market turbulence, most respondents report factors meeting or exceeding expectations
10/20/2020
Family matters: Reyl's CEO bets big on impact and real assets after Intesa deal
François Reyl talks to Citywire Selector about its new working arrangement, his family business focus and the changing Swiss private banking landscape.
10/20/2020
How open banking is powering the future of wealth management
User onboarding, withdrawals and account aggregation all key areas for the technology
10/19/2020
Big banks: if not a merger - what then?
UBS-Credit-Suisse merger: the three biggest obstacles
10/19/2020
Financial Questions Every Art Collector Should Ask (but Often Doesn’t)
Among them: What happens to my art collection after I die?
10/19/2020
Picking over the Laggards by Gary Dugan
The natural reaction of most portfolio managers in the wake of such good news would be to look to buy markets that have serially underperformed over the past seven months.