09/25/2019
The proportion of HNW individuals that invest offshore has been on the rise despite the scandals that have shaken the industry and ongoing negative media coverage.
09/25/2019
Robo-advisers clearly need to provide service levels around several issues important to investors, and in some cases, this could mean providing access to human advisers.
09/25/2019
The high level of trust in Denmark, which enjoys a reputation as being one of the least corrupt nations, meant that there had been fewer incentives to control risks, which led to problems outside the Nordic region, Vogelzang said.
09/25/2019
‘Why is it the Netflix of the asset management business? Because we deliver content to people where they are, when they want it and how they want it.’
09/24/2019
The number of jobs that could relocate from London to Europe in the near future still stands at around 7,000, and the value of assets which could move out of the UK as a result of Brexit remains approximately £1 trillion.
09/24/2019
The research showed that 60% of inheritors were not satisfied with their advisers, while 53% of inheritors were either not sure or wouldn’t use the adviser of their donor.
09/24/2019
The controversial Mifid depreciation rule requires those with discretionary permissions to write to every client by the end of the following business day whose portfolio has dropped by 10 per cent or more from the beginning of the last reporting period.
09/24/2019
The report reads: ‘In response, family offices are beginning to consider safeguards to moderate potential losses and capitalise on new opportunities.’
09/23/2019
Technical debate previously confined to research papers has now become an urgent matter
09/23/2019
Morgenthau later wrote in his diary, “If anybody ever knew how we really set the gold price through a combination of lucky numbers, etc., I think they would be frightened.”
09/23/2019
Therefore, it becomes harder to build up buffers against unexpected shocks and this can bind banks’ capability to provide financial services to households and businesses.
09/22/2019
The global economy is chugging along, but the picture from the US is mixed and China continues to slow down, meaning that investors need to think very carefully about how they position portfolios.
09/22/2019
With SMCR’s deadline fast approaching, the fund industry might underestimate changes
09/22/2019
Its limited partners are provided with co-investment opportunities for the Terminal One in proportion to their commitment to the latest global fund.
09/20/2019
Investment management, succession planning, philanthropy: the diverse functions of the family office
Jersey is also particularly attractive because of the high quality of professional services available in the investment, accounting and legal sectors.
09/20/2019
In this environment, the market has indirectly asked investors to choose between capital growth and income - few shares offer both in abundance.
09/20/2019
Brexit-proof Guernsey reaches all four corners of the globe
Standards of service are also a factor of growing concern. More than half of managers say that they consider service levels to be extremely important, and that may influence a change of jurisdiction.
09/20/2019
On the other side, landlords are facing the financial pressures of vacant space, tenants on the edge of insolvency and banks that expect to be repaid on their mortgages, regardless of the financial health of the tenant.
09/20/2019
As we do not know the Italian fintech market that well and Italy is so close to Switzerland we thought we will republish this list here for your interest.
09/20/2019
More than half of UK businesses are taking GDPR compliance risks
More than half of UK businesses are taking GDPR compliance risks