02/28/2019
A pizza night for advisors brought in HNW clients
There's no single formula deployed by the best planning firms to attract wealthy clients, leaders of three top firms explained, but they’ve all found their own ways.
02/28/2019
Wealth Managers Need to Re-Think Digitalization
The average survey respondent was 37 and described themselves as an early adopter or a technology follower and mirrored the technology adoption traits of millennials.
02/28/2019
One fifth of UK millionaires over 45 will not hand down wealth
Canada Life’s survey highlights people need to have ‘frank and honest’ inheritance conversations
02/28/2019
Cyber Security and Cyber Risk: A universal Challenge by Gabriel Bernardino, EIOPA
Cyber security and cyber risk both topics are very high on the agenda of any organisation and its management.
02/28/2019
The attractions of Guernsey to service this need remains as it always has
02/28/2019
The regulatory landscape has also dramatically changed
02/27/2019
VP Dombrovskis speech opening the 3rd annual Afore Fintech Conference
02/27/2019
The main driver for NOCs is to support the sustainable economic growth of their home country or government.
02/27/2019
Gen Z was raised with access to technology and they grew up with access to the internet.
02/27/2019
We work with a huge range of clients
02/27/2019
Our editors speak with Sallie Krawcheck, a titan of Wall Street, in our weekly podcast on the markets, the economy and the world of business
02/27/2019
Joining forces with each other can pay dividends for private banks, says Paul Kearney of Kleinwort Hambros, whose career has seen its share of takeovers and mergers, writes Christopher Silvester
02/26/2019
When asked to compare their career satisfaction with 12 months ago, 29 per cent of women said they were less satisfied, compared to only 12 per cent of men.
02/26/2019
As of last week, he's succeeded in that too: Barclays must now pay Fotheringhame £948k ($1.2m) in compensation for firing him in 2016 at the behest of the New York Department of Financial Services, which alleged that Fotheringhame was a key pla
02/24/2019
Up to 2,000 financiers are expected to relocate from London to the German city by 2020
02/22/2019
The Worlds Growing Appetite For Electric Cars Will Drive Growth In Africa
The report further noted that electrified buses and cars will displace a combined 7.3 million barrels per day of transportation fuel in 2040.
02/22/2019
Death of Bruno Schroder raises questions for banking and fund management empire
“He was passionate about Schroders and unwavering in his support for the company. His long experience, good judgment and sense of humour will be sorely missed.”
02/21/2019
Stable income and a reduction in operating expenses drove positive jaws and an improved cost
02/21/2019
As in previous years, our survey shows that entrepreneurs are naturally optimistic and see opportunities in the most challenging of times.
02/21/2019
This can be facilitated by an external expert to ensure dialogue remains positive and constructive, and is not emotionally driven.