02/01/2022
These have only been further enhanced in recent years and, for us, can be summarised into ten reasons for Switzerland continuing to be a highly attractive destination for those looking to establish suitable trust structures to manage and protect their wea
01/31/2022
RUSSIA'S oldest bank has warned traditional banking will need to re-think its business model as it transforms into an 'ecosystem'.
01/31/2022
The idea was to charge IFAs for the operating costs of the platform, getting rid of the need for clients to foot the cost of platforms’ profit margins.
01/31/2022
My last Winter Letter spelt out what we mean by our purpose of ‘Good Bankers and Good Citizens’. It was heartening to learn from our recent survey that so many customers appreciate our purpose-driven stance.
01/31/2022
Overall fraud levels increase by 20%
01/31/2022
Equities and bonds to suffer as steep rise in rates becomes lasting feature of economy, says Norwegian oil fund boss
01/31/2022
Note that while that debt is concentrated in the western economies, indebtedness is essentially a universal condition.
01/28/2022
Gold – Increasing downside risks - UBP
Gold has traded quite strongly, considering – although this is likely also explained by commodity index rebalancing, which normally starts in January.
01/28/2022
Survey: Only 7% of financial advisers have a proposition for advising and retaining women
Whilst nearly 80% of financial advisers believe that wealth transfer presents an opportunity to their business, only 7% have a proposition for advising and retaining women.
01/28/2022
Moneyfarm would lose customer focus if swallowed by finance giant, says CEO
Amid the growth in the sector has come M&A activity.
01/28/2022
Six mantras for advisers to help clients deal with market volatility
The market environment has been kind to us, Covid inspired dips aside, for several years.
01/28/2022
Investment fraud scams rise by 42%
Once victims handed over their money, they were unable to contact the company.
01/27/2022
That may not last though, with many UK property agents predicting significant growth in central London’s luxury housing market this year.
01/27/2022
ECB warns European lenders on Russia sanctions risk
Central bank takes action as US threatens ‘massive consequences’ if Moscow invades Ukraine
01/27/2022
The fund grew mainly thanks to gains in technology and banking stocks on record pandemic stimulus.
01/27/2022
With almost a third of market share, Amazon is the world’s largest cloud computing business.
01/27/2022
The research, is the second annual study of the UK’s global offer to business and looks at 95 different metrics
01/27/2022
3 questions to change the way you think
This misconception must be corrected, however, or it will slow down the speed of change.
01/27/2022
Quality is the decider in the battle between value and growth
This year has started along the same lines.
01/27/2022
New family office rules are anticipated
The decisions on that could be issued as early as this week.