09/28/2016
Private Client 2016: Trust and Advisory Services Analysis
In this section, we have identified 149 of the leading trustees, private bankers, accountants and investment managers that service the private client industry worldwide.
Comment & Analysis
09/28/2016
Banks typically reject 6-15 percent of would-be clients - survey
Only 5 percent showed the door to more than 25 percent of potential clients.
09/28/2016
The last thing Deutsche Bank needs now is to become a political football
That Germany’s largest bank is in trouble
09/28/2016
Central bankers’ pursuit of inflation targets is pushing policy further - Standard Life Investments
Since the crisis, and as policy rates fell toward zero, a whole range of new unconventional policies have been adopted in the name of inflation-targeting.
09/28/2016
Deutsche Bank: how did a beast of the banking world get into this mess?
Everything you need to know about the bind Germany’s biggest bank finds itself in, and why it matters
09/28/2016
A legendary Morgan Stanley banker reveals the importance of 'emotional intelligence' on Wall Street
That will not only help expand your network but also make you more prepared for future responsibilities.
09/28/2016
Managers to Watch: Sanlam FOUR's Lorenzo Dicorrado on how the greatest damage can be done by being single-minded
Dicorrado first became interested in finance thanks to an inspiring economics teacher and went on to study for an economics degree at the University of Sussex.
09/27/2016
Advisors Get More Time for Clients When Outsourcing Investment Management
The percentage of advisors outsourcing has held steady at about 40%
09/27/2016
How to Avoid Business Bumbles in China
You have to really get yourself not just to understand but integrate in the Chinese environment
09/27/2016
Wealth managers at risk of losing out from tech revolution
In particular, the paper notes that with technology, globalisation, and consumerisation continuing to be the most visible drivers of change in the industry.
09/27/2016
Morning Coffee: This may be the end of Deutsche Bank as you know it. The archetypal upper-middle class banker
There’s no way now that Deutsche will be able to separately capitalize investment banks based in London and Germany
09/27/2016
Ryder Cup: Europe vs US investment showdown
The election has further exposed deep fault lines in American society that neither candidate seems positioned to heal.
09/27/2016
Why would you choose a Second Citizenship?
Normally, the individual is conferred protection by the state, in return for fulfilling certain obligations owed by the individual to the state – like paying tax.
09/26/2016
Dear diary, it’s a sort of funny story. A few months ago I met Jack... by Penny Lovell
With Bridget Jones’ words echoing in my ears, I realised that the importance of families cannot be understated. Just as children are the backbone of our nation, family businesses are the backbone of our economy.
09/26/2016
Deloitte Global InSight
Moving together. Making tomorrow.
09/26/2016
On hiring: Hugh Young of Aberdeen Asset Management Asia
The asset manager seeks recruits with spark and emotional intelligence
09/26/2016
There are 10 secrets to become a millionaire, which nobody will tell you
To reach this milestone in life you need to own some secretive tools that would give edge over others
09/26/2016
Brexit fuels asset management hiring slowdown
Investment managers kept headcount unchanged in the three months to September, marking the first time that it has not risen since March 2012
09/23/2016
Trust Protectors and CRS: How the OECD Contradicted Itself by Cayce Goff
The trustee still has fiduciary obligations irrespective of the leverage the protector may assert over the trustee.
09/23/2016
SIFMA bangs the drum for asset managers
The SIFMA AMG was responding to the Financial Stability Board’s proposed policy recommendations