10/27/2020
HSBC – conditions stabilise, but not one to bank on just yet
The board “will consider whether to pay a conservative dividend for 2020”, with any decision to be announced alongside full year results in February.
Comment & Analysis
10/27/2020
Embracing the new reality. A Bank’s perspective by Nikos Karelos, Profile Software
The “new normal”, however, leads Banks to behave more like FinTechs.
10/27/2020
Technology is driving stability in the global subsidiary governance industry
The global pandemic has left multinational companies around the world struggling to maintain the full compliance of their international subsidiary portfolios.
10/26/2020
The Demon-Haunted World by Tim Price
This is a prescription for disaster.
10/26/2020
Chris Hohn blasts BlackRock and Vanguard overclimate change
Billionaire hedge fund manager calls on big asset managers to challenge companies on global warming
10/26/2020
Navigating the new normal - the future of structured finance
Currently, the entire market is under stress and that will continue, probably until the latter part of 2021.
10/25/2020
Navigating the Crisis with Virtual Design Thinking
The reservations, however, arise from the fact that design thinking engagements needs people around.
10/25/2020
Learning from Failure by Russ Kliman, Global Leader, SEI
First and foremost, to be successful you need to be open to the fact that the way you see things
10/25/2020
2 Steps to Tap into the Power of Empathy by Allie Carey MD, Front Office Product, SEI
Empathy comes naturally to some, but is a little tougher for others.
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?
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.