07/17/2017

Summer book reads by Penny Lovell

“What is the meaning of life?” Virginia Woolf famously asked in her modernist classic To the Lighthouse. “That was all – a simple question”

07/17/2017

The 50-year Banking Revolution by Geoff Cook

However, I would argue that the anniversary to really celebrate didn’t happen until five years later, when a technological transformation profoundly changed our interaction with cash and credit.

07/13/2017

UBS: No More Pale, Stale, Males?

UBS Wealth Management will broaden the dialogue it has with clients to include the purpose of wealth based on four core dimensions

07/12/2017

Millionaires and billionaires are evolving

A year ago the wealth management arm of UBS decided to shake up the financial services sector with the launch of content platform Unlimited, making a play for a new generation of purpose-fuelled millionaires.

07/11/2017

How the Wealth Management Workforce Will Change

Today, however, wealth management is one of the industries being rapidly transformed by technology, replacing what were once considered ‘core functions’, such as investment management and trust administration – with machines.

07/11/2017

Adam & Company launches Investment Outlook

Dickson Anderson, Head of Adam Investment commented: “As the obsession with Brexit dominates thoughts here at home, we felt it timely to look to China for this Investment Outlook to explore the opportunities and complexities it brings.”