06/21/2018
The agency claims that sales volumes have stabilised and prices have “re-based” - thought by some to be code for “fallen” - following the introduction of higher stamp duty and other fiscal changes in recent years, which cooled dema
06/20/2018
Digitalization and specifically the use of AI is positively impacting portfolio returns, and improving client communication and overall experience, stated the wealth managers surveyed in the report.
06/20/2018
This slowdown, in his opinion, means that although blockchain sounds like a “banker’s dream” and a “total game-changer,” due to its authentic and reliable transaction records, it won’t be able to implemented widely righ
06/19/2018
Wealth management firms accelerate hybrid advice programs -with investments in emerging technologies, such as intelligent automation and artificial intelligence, to prepare for BigTech entrance
06/18/2018
When asked what are the most popular areas for the technology's importance in delivering results, the top spots included increasing cybersecurity at 75 per cent, reducing costs at 73 per cent, and upping portfolio returns and client communications, b
06/17/2018
Offshore financial centres (OFCs) are alleged to be hotbeds of tax evasion. Their role in facilitating individual and corporate tax planning, which is entirely legal but politically controversial, has also come under the spotlight.
06/17/2018
More than 40 per cent of the 45 wealth managers surveyed by Wealth-X on behalf of the FT say they are focusing on environmental, social and governance themes as a way of appealing to the next generation.