04/09/2018
Getting the Balance Right in an HNW Real Estate Investment Portfolio
At CBRE Global Investors, Scott Spalding and his colleagues embrace what he calls “cycle awareness” in mapping out investment strategies for HNW clients.
Comment, Analysis & Research
04/08/2018
Unfriending Facebook - What's not to like? by Penny Lovell
Anyway, it’s certainly been a horrendous few weeks for the social media giant.
04/08/2018
The Big Interview: David Durlacher, CEO of Julius Baer
Wealth management in particular held a major attraction.
04/08/2018
These companies are the lifeblood of the UK economy - Octopus Group
It’s why good judgement – knowing when to compromise and when to stick to your guns – is such an important quality, not just for founders but owners of businesses of all sizes.
04/06/2018
Sorting Through the Noise: Insight for Private Banks' Digital Agenda
Latest report reveals what APAC HNWIs would like to see in a more digitised wealth advisory model.
04/06/2018
Baby boomers 17 times wealthier than millennials
A decade ago those aged 60 to 62 had just six times the property wealth of those aged 30 to 32 but this gap has since expanded rapidly.
04/06/2018
Default pension pathway and single, public pensions dashboard needed
In its report on pension scams the Committee argued that a default impartial guidance appointment immediately prior to accessing a pension pot would result in better consumer outcomes
04/06/2018
Busting the ETF jargon
If an ETF person says to you “there has been lots of interest in that ETF”, what he or she actually means is that the ETF in question has not been a success
04/06/2018
Why banks can’t see the forest for trees when it comes to money laundering
The systems that are in place in many top-tier UK banks were instated somewhat hastily as a response to increasing regulatory pressures and, as such, are not fit for purpose.
04/06/2018
Impact investing is good for the planet and returns, say Rathbones
They told an audience of trustees and other investors how supporting a measurable and beneficial social or environmental impact, as well as achieving compelling financial returns, is at the heart of sustainable investing.
04/05/2018
HSBC pays men 59pc more than women and takes UK title with worst gender pay gap
Swamped by the task of delivering Brexit, Prime Minister Theresa May is under pressure to make visible progress on a domestic agenda set out when she took power in July 2016
04/05/2018
Malaysian moneybags eyeing investments in UK, Australia, Singapore
Commenting on the Australian market, Buckley said Malaysians typically invest in Melbourne due to the high density of student there.
04/05/2018
Monte dei Paschi's bosses confident about turnaround plan - sources
Monte dei Paschi is due to offload by mid-2018 25 billion euros ($31 billion) in bad loans
04/05/2018
Watchdog says big German banks should not merge - Handelsblatt
Germany’s second biggest bank Commerzbank remains partly state-owned after receiving a bailout following the global financial crisis a decade ago.
04/04/2018
Bea Martin: The Glue That Bonds UBS
In the April 2018 cover story of Waters, UBS Investment Bank's COO, Beatriz Martín Jiménez, talks with Victor Anderson about blockchain, AI and some of the hurdles she has faced in her career.
04/04/2018
Asset allocation for more challenging markets ahead
However, market stress events are likely to become more prevalent as inflation risks rise and central banks globally unwind their accommodative monetary policies.
04/04/2018
Two major investors criticise Deutsche Bank chairman over CEO search
At the heart of the debate over the bank’s leadership is the future of the investment bank.
04/04/2018
deVere CEO: Cryptocurrency investor mindset is shifting
Mr Green, who launched deVere Crypto, an exchange app, earlier this year, comments: “There is a seismic shift taking place with cryptocurrency investments.
04/04/2018
Credit Suisse Equities Trading Chief Plots Return to Top 5
Credit Suisse was the seventh-biggest equity trading house by revenue last year, and a jump into the top five would require it to boost its business by one third. Stewart didn’t give a timeframe for his ambition.
04/04/2018
Italy: the new Monaco for HNWs?
This is becoming even more prevalent now, with some long term UK resident non-doms choosing to leave the UK to avoid becoming deemed UK tax domiciled under the “15 out of 20 years rule” introduced with effect from April 2017.