Comment & Analysis Archives - Page 92 of 509

Natixis IM: Half of Advisors Worried About NextGen

October 25, 2024

While advisors are able to retain client relationships 72 percent of the time when a spouse inherits, they are successful only 44 percent of the time when the children inherit.

Comment & Analysis

What does the next decade hold for wealth management?

October 24, 2024

The FT’s new wealth editor has asked private bankers and lawyers to look into their crystal balls

Comment & Analysis

Spending continues on art and antiques in a complex market

October 24, 2024

Gen X respondents had the highest average spending in 2023 ($578,000), and their lead continued in H1 2024.

Comment & Analysis

Why wealthy Canadians are turning to private banking for estate planning

October 24, 2024

Early and thorough planning will help ensure our end-of-life instructions are carried out.

Comment & Analysis

Weighing risks from US legal limbo to French debt and UK uncertainty

October 23, 2024

Not only from US elections, including the possibility of a contested outcome, but also from French debt concerns and the upcoming UK Budget.

Comment & Analysis

HSBC Looks to Escape the Matrix

October 23, 2024

When it came to overlapping management and businesses, few global or international banks could match HSBC.

Comment & Analysis

Which luxury train crew are you?

October 22, 2024

From the Venice Simplon-Orient‑Express to The Ghan Expedition, it’s never been easier, or chicer, to travel by rail. Here are the carriages to know

Comment & Analysis

Zero savings? I’m taking the Warren Buffett approach to building wealth

October 22, 2024

After all, he is a billionaire but a lot of the approach he takes to investing was forged in the 1960s, 1950s, or even earlier.

Comment & Analysis

How rich South Africans are protecting their money

October 21, 2024

This global mobility allows them to protect their assets in stronger currencies and ensure access to international markets.

Comment & Analysis

Where can wealth managers find opportunity when assets are in flux?

October 18, 2024

In other words, one in four wealth management clients around the world expect to move a material slice of their wealth between providers by the end of 2025.