Money on the move: important factors to consider before relocating
With relocation, comes the need to protect assets – during and post move.
Comment & Analysis
5222 articles found
Hong Kong okays indexed life policy for the wealthy
The so-called indexed universal life policy allows premium holders to pledge assets, such as equities and bonds, to the insurance company as a custodian in lieu of paying cash.
Oakglen Wealth boss: ‘You don’t need vast capital to enter our industry’
He suggested the claim that firms need over £100bn in assets under management to succeed “does not always hold true”.
Assessing Trump’s trade targets, and Brazil as a case study
US trade policy is preoccupying companies and financial markets globally.
Tariffs are causing a market meltdown—but some in the wealthy 1% see a chance to cash in
But the 1% aren’t necessarily surprised by the president’s actions and orders.
The challenge to balance in-house views with client preferences
Its Emerging Trends in Wealth Management report earlier this year found wealth managers are more readily offering bespoke portfolios to a larger client base, thanks to technology advancements which have transformed personalisation from a luxury into an in
A rethink is spreading in Swiss executive suites
The pressure for transformation on Swiss companies has increased.
Cooperation as an anchor for stability
Stability does not happen by itself, but requires foresighted action and a clear strategy.
Millennials Have Trillions In Wealth: Why Does The Financial Services Industry Mostly Ignore Them?
Yet far too many people view this generation as drowning in debt, wasting money on silly purchases and living in their parents' basements.
WealthTech vs. Banks: The battle for Asia’s $700b digital wealth opportunity
There has been a proliferation of WealthTechs in the region whilst over 70 WealthTechs in APAC raised funds at seed or pre-seed stage since 2023.
Matthew Gilligan receives global STEP Founder’s Award for Outstanding Achievement
Matthew joins an elite group of recipients who have demonstrated an exceptional and sustained commitment to STEP, surpassing expectations.
Inside Malaysia’s growing wealth hub: The rise of international banking powerhouses
This strategic move underscores the bank’s commitment to capitalising on the region’s promising opportunities.