2022 tech trends for private wealth firms
This technology is also being used to ease the burden of new regulation around advice fee consent and design & distribution obligations (DDO).
Comment & Analysis
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When a great idea doesn’t make a great investment
The pandemic made heroes of certain companies
One year of CSX: Best-known Swiss brand for digital banking in Switzerland – user figures testify to successful establishment in the market
The total volume of assets held with CSX now amounts to more than CHF 1 billion.
Largest number of HNW’s relocating to the UK last year came from China
Boodle Hatfield says that the existing international make-up of London also acts a magnet to other mobile HNWs.
At Credit Suisse, Long-Time Survivor Stands Out
Much of the power behind the squad comes from Credit Suisse’s ultimate survivor: finance chief David Mathers.
Investors can make large sports events more sustainable
Sports events are not just affected by the climate but have an effect on the climate too.
EuroMillions jackpot winner could double his money with clever investment scheme
£105million jackpot in a trust run by the Queen’s bank, Coutts & Co.
Independent Digital Ecosystems Are the Future of Wealth Management
A new approach is needed for the creation of digital ecosystems, one where advisors can design and host them.
BlackRock expects sustainability to influence how future investment portfolios shape up
Importance of sustainable transition in investment decisions will continue to grow as it is 'very central to the way most investors are thinking', BlackRock’s head of EMEA says
Is two-headed leadership a realistic option for family companies?
Two-headed leadership is often the formula chosen by second and third generations to oversee and run a family company.
A Partnership Delivering Value
One of the key messages to emerge from our ‘Global Jersey: International Perspectives’ online event series back in the summer was just how important the joined-up connectivity is that Jersey offers as an IFC.
Don’t let inflation and stealth erode your wealth
While increases in headline rates of tax are unambiguous and attract easy headlines, the adjustment of tax-free allowances and starting rates for tax bands by the government, so as to raise taxes, somehow seems to slip under the mainstream radar.