07/31/2024
Tech correction provides tactical opportunities
In part, this reversal has been driven by the mixed interpretation of earnings reports from several prominent tech companies over the past week.
Comment & Analysis
07/31/2024
UHNWs in New Zealand Have At Least $30 Million in Wealth: Insights and Trends of Wealth Growth
This wealth data is due for an update next year
07/30/2024
Schroders Capital launches AI analyst for private equity
Schroders Capital’s proprietary and internal-only platform harnesses the technical expertise of its data science specialists alongside the deep investment knowledge of its private equity team.
07/29/2024
Top takeaways from the Mourant Jersey Trusts and Private Wealth Forum 2024
Diminished capacity is viewed by professionals as both a potential risk to the validity of a trust and a means of attack.
07/29/2024
Walkers partners recognised in Chambers High Net Worth Guide 2024 as top trusts lawyers in Jersey
This is a significant achievement and recognition for the Walkers Jersey Private Capital & Trusts team.
07/29/2024
Why (U)HNW families should think twice before moving abroad for tax reasons
Moving abroad for tax purposes is appealing but these are the issues all HNW families should consider before taking the plunge.
07/26/2024
Closing the efficiency gap between public and private markets
Private capital markets have taken huge strides forward over the past decade.
07/26/2024
The importance of customs data analytics
In today’s globalised economy, efficient customs processes are essential for businesses engaged in international trade.
07/26/2024
Why won’t wealth firms discuss complaints?
A recent report found that nearly one in five clients switched firms after poor complaints handling, but few want to speak about processes.
07/25/2024
Eurozone PMIs: Weak start to Q3 does not bode well for recovery
Similar to last months, activity in the eurozone services sector remained firmly in expansionary territory but did slow in pace.
07/25/2024
Leonteq publishes half-year 2024 results
After more than six years as CEO, Leonteq founding shareholder Lukas Ruflin has announced his intention to step down from his role once a successor has been appointed.
07/24/2024
The Henley Passport Index
2024 Global Ranking
07/23/2024
Private Banks Call For Trimmed «Trump Trades»
Following the withdrawal of Joe Biden from the US presidential race, market watchers are prescribing a lower level of certainty that the Republicans will win both the White House and Congress.
07/23/2024
Japan's cash-rich companies: harnessing corporate reforms
Exploring hidden opportunities amid a push for more active cash use
07/23/2024
Study reveals support from institutional investors and wealth managers for tokenisation is building but distribution remains a concern
The study with organisations invested in the digital assets sector found 75% expect more fund managers to look at the potential for tokenisation
07/23/2024
Expected Drop in Interest Rates Fuels Wealth Management M&A
An Echelon Partners report showed robust activity in mergers and acquisition in Q2.
07/22/2024
Charities Reflections on women and philanthropy
There are well-known examples in the USA of women who have become prominent philanthropists after careers defined in the technology sector.
07/22/2024
Luxury goes local: How luxury brands are winning over audiences by going hyperlocal
Hyperlocal marketing allows luxury brands to achieve exactly that.
07/22/2024
The Terrible Allure Of ‘Noptimism’
“Asset and wealth managers – and their clients – need to be prepared for some of the most important changes for a generation.”
07/17/2024
High-net-worth investors seek enhanced returns in a risky world
At the same time, this group is always looking for innovative ways to maintain control over their investments, supported by personal or general financial advice.