12/20/2019
Firms were scrambling to understand counterparty exposures and settlement risk, along with a key requirement to know the exact state of asset and cash positions.
12/20/2019
Manypieces of evidence suggests that the UK economy is weaker than a year ago.
12/20/2019
For instance, 92% review their fundamental wealth management goals, such as saving for retirement or giving to charity, at least annually, and 96% do the same regarding overall portfolio tax efficiency.
12/20/2019
Different problems at Browne Jacobson, at least according to the partner who says she works "all hours that god gives to support the chinless wonders in charge".
12/20/2019
The island has promoted its abilities in the family office sector consistently throughout 2019.
12/19/2019
These millennials are headingfor Texas, Washington state and Colorado.
12/19/2019
The research also indicates that advisers expect diversification into real assets to continue over the next 12 months with 44 per cent predicting an increase in investments in the asset class.
12/19/2019
Adding to this, the data predicts the UAE will continue to be the preferred GCC destination for Chinese tourists, welcoming a projected 1.9 million visitors by 2023.
12/19/2019
Alternative investments offer a compelling proposition as institutional investors’ search for yield and lowly correlated asset classes continues in this negative interest rate environment.
12/19/2019
As they search for yield, we believe many investors will have little choice but to accept taking extra risk to earn the returns they seek.
12/19/2019
Philanthropy is scoffed at for allegedly reflecting some great volume of giving on the part of rich donors that is simply not borne out by the data.
12/19/2019
Investment Insights by our experts and thought leaders
12/19/2019
The chances are, there is nothing you can do, right now, about your track record – but you sure can improve your brand (so do it!).
12/19/2019
The most common but also most misunderstood type of trust is the “bare trust”, aka nomineeship.
12/19/2019
Globally, the largely predictable vote captured the world’s attention to varying degrees, ranging from full-blown analyses across Europe, to criticisms of U.S. democracy in China.
12/18/2019
After lengthy and engaged debates — sometimes quite heated — we arrived at what is admittedly an informed but subjective take on what's ahead for wealth management.
12/18/2019
While the average family office hasn’t made wholesale changes to its portfolio, many have been building up cash reserves and deleveraging their investments in anticipation of disruption ahead.
12/18/2019
Their contributions are usually given in smaller amounts to charitable groups aimed at relieving suffering rather than to traditional philanthropic organizations.
12/18/2019
Her story not only disproves it, but provides inspiration to any girl or young woman drawn to tech today.
12/18/2019
The issue is that while it is hard to find an executive or investor who would be unwilling to pay lip-service to these factors, real change on the matter of ESG remains slow.