08/03/2016
HNW Investors Exiting Britain Since Brexit
The survey included 770 people with investable assets of at least $1.3 million from countries across the globe, including the United States and Britain.
Wealth and Asset Management
08/02/2016
Wealthy Investors Are Looking to Reduce UK Exposure Post-Brexit
HNW investors may actually be making the right decision in their reaction to Brexit, even if it’s for the wrong reason.
08/02/2016
UBS sees outflows from LatAm clients as tax regulations bite
As the emerging market countries implement their own amnesty programs, we will help manage our clients through those programs.
08/02/2016
Digital transformation introduces wealth management to a new generation
Robo-advice offers algorithm-based investment suggestions and options to customers based on a questionnaire that they complete, and large institutions have been looking at how they can provide this as a service to clients.
08/02/2016
Former RoboVault President Acquires Company's Fine Art Services Division
She and her team of highly experienced art handlers work extensively on private estates, yachts, corporate offices, museums, galleries, and major art fairs.
08/02/2016
Family businesses emphasise impact investing in philanthropy
As philanthropy is increasingly regarded by family businesses as a form of social investment
08/02/2016
Focusing on what you're good at - Evrard Bordier
The first half of 2016 has been transformative for Bordier & Cie in many ways.
08/01/2016
Top ten reads for the summer holidays by Penny Lovell
‘A Room without books is like a body without a soul’ Marcus Tullius Cicero
08/01/2016
The Nasty Virus of Negative Interest Rates by Justin Urquhart Stewart
It has been like watching a virus spread or a creeping infestation, and now it has finally reached our shores in the UK. No…it is not the bubonic plague…
08/01/2016
Brexit visa promises for City fund staff
UK asset managers pledge to pay for visas for EU employees based in London
08/01/2016
Wealth managers face slowdown in assets under management
The growth of assets under management is likely to fall behind what wealth managers collectively assume in their business cases
08/01/2016
Nedbank Heads for Eight-Month High on Surprise Profit Increase
The lender and its peers are struggling against a South African economy heading toward a recession and a potential credit-rating downgrade of the country’s debt to junk by the end of the year.
08/01/2016
DeVere poll suggests HNWIs now look to reduce exposure to UK risk
The more diversified the investment portfolio, encompassing a global focus, the greater the reduction of risk.
08/01/2016
Why I've bought more shares in the UK house builders after Brexit, by investor of £2 billion
And if you believe that the fundamentals are good, it’s not without risk, but there is a lot of money to be made.
08/01/2016
Credit Suisse's Francesco de Ferrari calls out commission conflicts
Credit Suisse uses a salary and bonus model in its private banking and wealth operations.
08/01/2016
AMP, Japanese vie for ANZ’s $6bn wealth management arm
Swiss investment bank UBS advised AMP on its Axa transaction six years ago.
08/01/2016
2016 Wealth Management Trends
The fundamental shifts faced by wealth managers can be best described as two revolutions, one loud and the other quiet.
08/01/2016
UAE expats rake in serious wealth
Individuals in the affluent segment are third in rank in the hierarchy of wealth holders.
08/01/2016
Former Barclays executive launches family office
New wealth manager Saranac boasts host of executives from world’s financial giants
08/01/2016
European Wealth unveils director changes
He joined European Wealth as part of the acquisition of Aventus in 2011.