Knowledge is power: The roadmap to digital distinction for wealth management firms
The wealth management industry is rapidly evolving and digitsation is at the very core of this transition.
Comment & Analysis
5194 articles found
Why The Wealthy Already Working With Advisors Is Your Competitive Advantage
Many advisors believe that when wealthy individuals and families have advisors they are comfortable with, the odds of them becoming clients are very low.
UBS publishes Annual Report and Sustainability Report 2022
The Annual Report presents fully audited results for the year ending 31 December 2022
Structuring acquisitions around value
Specific valuation advice should be sought in each case, as the starting point of any transaction is a detailed review of the financial information of the target.
Quilter’s six asks from the Budget
Below are three pension and three tax and financial planning asks that would help relieve some of the pressure of the cost of living crisis and address unfairness in the way the nation’s finances work.
London ultra-prime property sales grow to match New York
Its findings show that when it comes to ‘super-prime’ properties – those worth $10 million or more – there were 1,392 residential sales totalling a combined value of $26.3 billion.
Celebrating the women of economics
Every year on International Women’s Day, we commemorate the social, economic, and political achievements of women around the world.
Ninety One’s Du Toit: I warned CEOs not to overuse Article 9
Two top active management CEOs reveal warnings ignored and exaggerations in sustainable investing marketing.
Three steps the government must take to boost women’s finance
Women often opt not to re-enter the workforce while their children are young as the cost of childcare is just too great.
UBP: Investor Confidence on China is Low
Currently, UBP is still optimistic about continued upside in Chinese equities due to three main drivers: a headline reopening, support for the housing sector and consumption recovery.
The world's ultra-rich lost about $14 trillion of their wealth in 2022, Knight Frank study shows
The London-based real estate consultancy surveyed 500 private bankers, wealth advisors, and family offices who manage over $2.5 trillion in collective wealth for ultra-high net worth individuals.
The Bronzes of the Princes of Liechtenstein
Prince Eusebius I of Liechtenstein, the son of Karl I, also became an art collector. And in a treatise, he instructed his own son to do the same.