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We talk to one of Julius Baer's senior figures, in Singapore, about the approach the bank takes to talent management. ...
We talk to wealth management headhunters in North America, Europe, Middle East and Asia about what they see as the important trends in the industry right now. ...
Luxury resorts based in low-tax jurisdictions have been around for decades; given the winds of change in certain countries when it comes to tax – such as the UK – places seeking to attract HNW individuals ha...
Regardless of the truth of specific rumours and media stories, the idea that more Swiss banks might tie the knot suggests that consolidation and a desire for scale – given the tumultuous events of last year â€...
Paul McMahon, a co-founder and managing partner of asset manager SLM Partners, discusses why there has been higher investor interest in regenerative agriculture and forestry recently and why it has potential to ...
A marker for globalisation and the degree of unfettered movement that people enjoy, the market for so-called "golden visas" - has developed rapidly since early days when dominated by a handful of jurisdictions. ...
S64, a London-based alternatives fintech and solutions partner to the wealth management industry, makes senior Asian hire after making a number of global appointments recently. ...
UBS exited the onshore wealth business of India a decade ago, but with its acquisition of Credit Suisse and other moves, it is thought to be pushing to get back into a market with a rising affluent middle class....
A regular monitor of how hedge funds' performance reveals itself shows the sector was unable to completely escape the impact of a big fall in equities in early August, although stocks later recovered to some ext...
With a three-decade career at PwC and having served as chief financial officer since last autumn, the new CEO takes the helm from a predecessor who has been in the post for eight years. ...
We talk to the Oaks, Pennsylvania-headquartered firm about its outsourced CIO business and the dynamics shaping it.   ...
The partnership demonstrates how AI's impact on financial services, including wealth management and private banking, is a big issue for the individuals working in the space. ...