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Building up asset and wealth management units is a good idea but investors will need to be patient
Caribbean territory lays out ‘red carpet’ to attract hedge funds and family offices from region
Could lower fees win more customers in the long term?
As some clients complain about opaque charges, investors worry recent reduction could be just the start
In this edition: How AI can enhance wealth management performance; wealth managers step up as the Irish economy booms; philanthropists are rewilding unprotected land as their legacy; unique challenges facing winery owners in China; branded residences give the property sector a boost
Boston Consulting Group report predicts fortunes in Asia will rise faster than the world average
Strong economic growth has boosted prosperity and increased the demand for financial planning and investment advice
Financier Ken Costa argues the millennials and Gen-Z generations are unsuited to managing capital because of their left-wing views
Business opportunities abound for financial advisers as the rich proliferate in the country’s far-flung regions
Institutional Clients Group would disappear in most significant shake-up of past 15 years
Wealth managers are embracing AI as a research tool and for improving client relations — but does it have the magic touch?
Faced with market turmoil and inflation, many savers want advice but struggle to find affordable support
A little lightweight plucking is already under way on product management fees
Wealth manager says regulatory crackdown prompts changes to charging structure that will dent profits
Old money, old problems
Inflation and increased natural catastrophes have driven up premiums for upmarket property and collections
Bank under pressure to keep staff happy following combination with Credit Suisse
Online platforms and AI are among the digital tools that can satisfy clients’ demands for real-time, customer-centric services
Geopolitical tensions and crackdown on longstanding offshore holdings trigger shift into portable assets
CS provided banking services to some of country’s wealthiest citizens
Dividends-first approach no longer works so well
‘Green’ funds’ performance has suffered, but clearer labelling should help consumers
Female clients tend to think differently about money
Rich clients rush to profit from giveaway but must consider wider picture
Many immigrant-origin people are missing the benefits of portfolio diversification
UK Edition
