10/11/2018
Today’s wealth management industry is as deceitful as the tobacco companies of the past
This is a clear statement of intent to change how these wealth management companies run their future business objectives.
Comment & Analysis
10/10/2018
SSGA tells big business to standardise ESG data
To help advance a dialogue about ESG, State Street’s CAR team developed an online values discovery questionnaire intended to measure an individual investor’s level of interest
10/10/2018
Britain can become the natural global home for fintech
The Chancellor will position Britain as the “natural global home” of new and innovative financial services after Brexit at the IMF Annual Meeting in Bali (10 – 13 October).
10/09/2018
Forbes Names Ripple Co-founder Chris Larsen As richest From Cryptocurrency
Chris Larsen has made this year’s Forbes 400 rich list as the 383rd richest person and is the first to ever make the list with a value accumulated solely from cryptocurrency.
10/09/2018
Asia’s wealthy prefer physical gold, says SSGA
For strategic allocations or longer-term investing, buying physical bullion and storing it in a safe remains the norm.
10/09/2018
Oil Price Rally Boosts Electric Car Sales By Tsvetana Paraskova for Oilprice.com
Tesla's competition is about to get more crowded next year with many legacy automakers and luxury brands launching a record number of battery electric vehicles and plug-in hybrids.
10/08/2018
Can RegTech Help Solve Wealth Management’s Compliance Conundrum?
The other key non-banker guest was Josh Heiliczer, a partner with EY and APAC Financial Crime Leader, who shared his deep insights and views on emerging trends in this sensitive area of wealth management data and compliance responsibilities and the role o
10/08/2018
Economic Perspectives by Ruth Lea, Arbuthnot
Spending grew rapidly in the 2000s, easily outstripping the underlying growth in the economy. This pattern of spending was clearly not sustainable.
10/07/2018
Fund industry faces up to its lack of ethnic diversity
Just 1% of UK investment managers identify as black, compared to 13% of Londoners
10/05/2018
Goldman Sachs in Asia: True to its Principles and its Core ultra-HNWI Focus
Another trend worth noting is that with multi-family offices emerging in the traditional private wealth space, there will be more focus on innovation and differentiation among different wealth services providers.
10/04/2018
Rich pickings
They offer more tailored advice and their lending isn’t entirely decided by computer. Compared with genuine private banks, these services accept clients of slightly more modest wealth.
10/04/2018
New Names Join Familiar Faces In 2018 Yorkshire Rich List
The combined wealth of the individuals on the list has grown to £17.68bn, up 5.8 per cent from 2017.
10/04/2018
Why AI Should Be Redefined To Mean “Augmented Intelligence”
People always have been afraid of new technologies.
10/03/2018
A more structured dialogue on pricing and negotiation
Speaking with Hubbis CEO Michael Stanhope, he discusses current issues affecting the wealth management industry in Asia, and how pricing and negotiation strategies can be better implemented.
10/03/2018
Now's the time to buy Italian bonds, says this $2.4 trillion wealth manager
UBS Wealth Management says that the recent Italian budget presents a buying opportunity for investors.
10/02/2018
Credit Suisse to Use Apple Business Chat for Rich Asian Clients
A former Jefferies Group LLC banker was fined in the U.K. last year for sharing confidential information on WhatsApp.
10/02/2018
The Most Important Survival Skill for the Next 50 Years Isn’t What You Think
In the future, Automation will disrupt your job and AI will try to hack your brain—and probably sooner than you think.
10/02/2018
Rolling the rock: The cycle of deregulation, crisis and regulation
The most obvious form of deregulation is when policymakers repeal existing rules. In the UK, we have seen this kind of cycle in the consumer credit world.
10/02/2018
Tech's Greatest Impact: Money Management
Nearly 90 percent say that technology is a part of (58 percent) or critical to (30 percent) managing their finances.
10/02/2018
Schroders CEO: regulators ‘messed up’ on new fund rules
Peter Harrison said new EU rules are ‘bad legislation’ that has come with a significant financial cost to his firm