11/08/2019
Complications for such clients include the need to structure dividend payouts through non-voting preference shares in the family business, or having ground rules about how to fulfill the patriarch’s wishes through binding agreements.
11/08/2019
Looking ahead, powerful models driven by artificial intelligence may be used to predict major events in a client’s life, such as retirement or planning for succession.
11/08/2019
The wealth tax has become the subject of fierce debate as progressive 2020 Democratic candidates champion it as a mechanism to redistribute wealth and curb the economic power of the wealthiest Americans.
11/08/2019
Investment advisers say planning, preparation and patience help get investors through the dips
11/08/2019
These big firms want to ensure advisors stay on board until the end of careers and hand off their clients – and the clients’ assets -- to younger colleagues.
11/08/2019
Rather than good or bad debt, Hershcovitch prefers to emphasize “appropriate” debt and whether the HNW family can afford to service it.
11/07/2019
Khan sends first memo on strategy after joining Swiss bank
11/07/2019
Another big aspect to this, which Irwin doesn’t really address, is how quickly the American economy would generate new zillionaires whose fortunes would be newly subject to the tax.
11/07/2019
External managers have been common in Europe and the US for several decades
11/07/2019
It is now based on a larger amount of data than in previous years, so that the final result is based on a truer picture than on just gross sales.
11/07/2019
The name change has no impact on the investment policy of JSS Sustainable Equity
11/07/2019
The Swiss Bankers Association last month called for negative rates to be scrapped because they were no longer fulfilling their purpose.
11/07/2019
A weak summer has seen prime property prices back where they started at the beginning of the year.
11/07/2019
Client assets in the UK & Europe dropped 2% to C$44.2bn from C$45.2bn.
11/06/2019
By targeting a lower OCF for our Platform Managed Portfolio Service, we are providing an offering to advisers to deliver for their clients in a way that aims to ensure the total cost to the end client remains competitive.”
11/06/2019
We have assembled a strong team for private investments, with collective expertise ranging from former entrepreneurs to venture capital and private equity professionals.
11/06/2019
HighTower's Executive Director of Marketing is listed among innovators and influencers poised to make change in the industry in the coming year.
11/06/2019
These concepts arouse feelings of awe and reverence, which further sanctifies the state
11/06/2019
The bank in July posted a 1% net profit decline for the first half of the year and confirmed its mid-term targets despite saying it expected the environment to remain challenging in the second half of 2019.
11/06/2019
Regional reforms, currency challenge and the importance of tolerance, happiness and sustainability