Abramovich investments highlight Cayman’s unknown Russia exposure
Tracing Cayman’s exposure in the more obscure, but potentially much larger, area of investment funds is more challenging.
Comment & Analysis
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Stefan Gerlach: "Of course the balance sheet of the SNB is a problem"
Mr Gerlach, for the first time in a long time, inflation no longer meets the definition of price stability.
Wealth Management: Shifting from product-centric to customer-centric
ESG is increasingly a key expectation across all client.
Coutts has ‘big goals’ for hybrid advice solution
A year ago, Coutts launched a partially automated solution for affluent customers, which included support from a face-to-face adviser.
Schroders CEO calls for more financial health checks pre-retirement
We need to sell the benefit of good advice.
Sunak looks to ease pressure on squeezed UK consumers
A cut in fuel duty will be welcome to UK households, but only partly offsets the pressures from inflation and tax increases.
How cryptocurrency investors are changing the world of wealth
But what do we know about these wealthy cryptocurrency investors? New research by Wealth-X digs into the demographics, wealth-source and interests of the wealthy who are part of the crypto space, to find out how they differ from their HNW peers.
Navigating New Wealth: What Women Require
We hear too many stories of advisors who get lost in the weeds talking about investments first and miss more pressing priorities.
Adapting to the risk of stagflation shock
The whirlwind of excess fiscal stimulus, the demand shock and surging inflation have been fuelling the persistent inflation narrative.
Billionaires problems and the man who solves them
Another matter that the ultra-wealthy face is their vulnerability to being taken advantage of. Both those with new and established wealth are unaware of how much things generally cost.
How CPAs And RIAs Excel Together
Partnering with financial advisors within the wirehouse community was the foundation for the Integrated CPA Alliance.
The new escape funds in Swiss banking
Conversely, there are also customers who are now becoming aware of Switzerland.