01/13/2017
The warning from Nigel Green, founder and CEO of deVere Group, comes as it looks increasing likely that the British government is opting for a so-called hard Brexit.
01/13/2017
The wealth management industry is in a flux. A new generation of well-informed investors have brought new standards to the industry
01/13/2017
The second phase took place between 2015 and 2016, where online brokers and some asset managers began implementing platforms.
01/12/2017
Exclusive resort continues to attract wealthy buyers despite limits on holiday homes and foreign ownership
01/12/2017
If you are a fan of the European Union, the Clintons or George Michael we know you probably haven’t had the best 12 months.
01/12/2017
The focus is now shifting firmly down onto whether or not practical problems can realistically be solved, and if so – which ones, and how?
01/12/2017
Very often, when wealthy clients are asked and asked in the proper manner, they will come through with affluent investor referrals.
01/12/2017
By the end of 2015, those accounts that had benefitted from systematic rebalancing had a 1,550-basis point advantage over those that did not.
01/12/2017
How to prepare your practice for attracting these valuable, yet elusive, clients.
01/12/2017
Series of elections in Europe may intensify uncertainty for Li
01/12/2017
The Regtech Revolution: Compliance and Wealth Management in 2017
This outlay can limit a firm’s ability to invest in growth.
01/12/2017
He added this is even more important in today’s world of defined contribution (DC) where defined benefit (DB) pensions are coming to an end, making harder for clients to reach their retirement savings goals.
01/11/2017
Britain’s new African empire
The ‘Scramble for Africa’ is proceeding apace
01/11/2017
The consolidation in the industry has been evident with a number of players downsizing or even making an outright exit from Asia.
01/10/2017
The one factor that matters by Tim Price
Five things they don’t tell you about economics
01/10/2017
Brendan Kennedy established the first major online information resource for consumers of cannabis
01/10/2017
Shanti Kelemen, Portfolio Manager, Coutts reviews this week’s strong economic data, but notes there is lots of uncertainty ahead in 2017
01/10/2017
For people who want to legally escape U.S. filing requirements, the only way is to formally renounce their U.S. citizenship.
01/10/2017
Leading indicators improve further
01/10/2017
Prior to the election, we saw increasing evidence that global activity had been improving. Stronger nominal growth also means a return to positive corporate profit growth and we are anticipating that this will continue to improve over the next 12 months.