10/01/2019
BREXIT: The Long and Short of it
Over our 300 year history we have seen crises come and go – but keeping a long-term view is essential.
Wealth and Asset Management
09/30/2019
Marisa Drew Details Credit Suisse Impact Goals
Impact investing is viewed by wealth managers as a must-have theme to attract a younger generation of clients.
09/30/2019
Peter Flavel: ‘It’s not venture capital, it’s patient capital’
Chief executive of Coutts talks about linking mentors with young businesses
09/30/2019
Clifton AM makes further acquisition
Clifton says it has a series of future acquisition targets, and is now seeking an external funder to speed up its growth plans.
09/27/2019
Sanders’s Wealth Tax Is Too Much of a Good Thing
Lofty rates will drive wealth out of the country and might not raise much revenue.
09/27/2019
Strange times but a winner in our midst
And also be aware that the top 50 equity ETFs on the LSE have all achieved over 25 per cent in returns, while the top three, all based on gold, have achieved 45 per cent, 44 per cent and 42 per cent respectively.
09/27/2019
Hong Kong investors’ sustainable investment fail to reflect ambitions
53% of HK investors would consider sustainable factors but only 13% invest sustainably, according to Schroders investor study
09/27/2019
StepStone launches Private Wealth Solutions Group
Creating products to meet this demand is a natural extension of our franchise.
09/27/2019
Russ Prince: Wealth Protection For Rich Celebrities
These wealth management solutions not only enable celebrities to better grow their wealth and lower their tax bills, but quite a number of them shelter wealth from litigants and creditors.
09/27/2019
Goldman Sachs Bets on European Investor Demand for Smart Beta US Funds
Goldman Sachs Asset Management is trying to keep up with banking behemoth JPMorgan Chase Co., which has a two-year head start in the European ETF market.
09/27/2019
International Wealth Management firm recognised as Best Swiss Investment Advisory Firm
The Wealth and Money Management Awards were established to honour those who remain committed to offering the best financial services available to clients, regardless of company size, age or prestige.
09/27/2019
Cantonal bank to create division for Swiss firms
She will expand the range of services focusing on innovative, digital and structured solutions.
09/27/2019
The future-empowered high-net-worth investor
As technology provides greater intelligence, it’s likely the next generation of investors will play by different rules.
09/26/2019
Big Asian Multi-Family Offices Join Up
Wealthy clients in northern Asia are increasingly looking to put their money into investments or custody in southeast Asia, according to Ho.
09/26/2019
DBS Targets More Than $200 Billion AUM by 2023
Banks are fighting for a slice of Asia’s growing wealth pie, and a wealth transfer estimated at $2.7 trillion over the next decade and a half.
09/26/2019
Capital Group Bolsters Asia Fixed Income
Gwee joins from UBS Asset Management, where he was a fixed income product specialist for almost seven years.
09/25/2019
Edelweiss Fast-Forwards India’s Wealth Management Market Towards Infinity
The twin drivers of regulatory necessity and client expectations will, he believes, alter the landscape irrevocably, but the future is bright for those who look ahead and adapt.
09/25/2019
WeekWatch by ST. James Place
When that power is exerted by committee, however, it can be tamed somewhat by division.
09/25/2019
Chasing wealth managers is a risky business
Private banks are fighting to advise billionaires who want a lot for their money
09/25/2019
Trusts v foundations in wealth planning by Saffery Champness
Conversely, foundations are separate legal entities incorporated on the instructions of a founder.