08/10/2017
Largest Transfer of Wealth in History Brings Opportunity and Anxiety for the Wealth Management Industry
The top asset managers in Canada are going to be watching closely
Comment & Analysis
08/10/2017
There are 200 million of them and they’re richer than ever. So why aren’t China’s singles doing more for the economy?
China’s swelling ranks of singletons is a relatively new phenomenon brought on by economic development and a profound change in people’s perceptions of remaining unattached.
08/09/2017
The power of data – data may be the new oil, but it’s only valuable if you have a reliable engine
The power of data and the dangers to business if marketers continue to misuse data by delivering bad customer experiences were discussed at a recent conference: Data experts agreed how vital it is to use data effectively.
08/09/2017
UBS Says Swiss Property Market Remains at Risk of Bubble
The areas of Geneva and Nyon are no longer considered at-risk.
08/09/2017
Millennial millionaires
How is the transfer of wealth and the changing ideologies of Millennials affecting UHNW industries?
08/09/2017
Don't be complacent - take selective profits by Gary Dugan
Stay in touch with the slow grind to reality
08/09/2017
Letter from the US: Family Businesses Investing in the Long Term
There are, however, diehard family owners who claim otherwise, citing their ability to invest in the long term as a source of competitive advantage.
08/09/2017
Mixed growth pattern for US law firms in last quarter
'Big Law' finds renewed strength at the top — Thomson Reuters Peer Monitor Index shows strength at the largest firms, weakness elsewhere in large law market
08/09/2017
Serving the Entire Family is Where FAs Have Robos Beat
We look at all avenues for building wealth
08/08/2017
Investment migration sees surge as borders tighten
The back of the firm’s annual travel freedom ranking Visa Restrictions Index, developed in partnership with the International Air Transport Association.
08/08/2017
St. James’s Place – “Investors should take caution during summer season”
1.7 million Pensioners filed annual tax returns in 2015/16, as an ageing population means ever more significant pensions incomes are pertinent.
08/08/2017
How did Coutts investment portfolios perform in July?
The latest on UK interest rates, earnings season and the performance of Coutts portfolios
08/07/2017
Formula E: The Futuref Of Racing Cars
This year, the Formula E World Championship returned to its birthplace for the second time since the series started.
08/07/2017
If Millennials Won’t Stand Up for Themselves, Who Will?
Runaway entitlement spending is devouring the future.
08/07/2017
The business of secrecy has become even more lucrative, says whistleblower
At the moment it appears that Swiss bank secrecy is gone.
08/07/2017
Honest Business News by Tim Price
Analysts warned of several metric tons of dopamine and cortisol careening through the global economy, which they said created a near certainty of poor financial decisions.
08/07/2017
It turns out that dressing well can actually make you more successful
The group dressed neutrally averaged a $1.58 million profit.
08/07/2017
BARCLAYS ‘COMPASS’: Developed and Emerging Markets equities maintain their growth momentum
Nominal yeilds weigh down investment grade and developed governrnent bonds’ attractiveness
08/07/2017
Prime Central London Sales Index: July 2017
An analysis of Knight Frank data shows the number of new prospective buyers between January and June increased 12% compared to 2016.
08/04/2017
The future of advice lies in finding the right blend of technology and the personal touch
Along with the advantage of minimising clerical work, technology tools are also allowing advisers more time to develop the relationships that drive their businesses