How global is your bank? How to manage multi-jurisdictional clients today
As global wealth becomes increasingly diversified, private banks have to draw on all their experience of managing complexity to ensure relationships start off on the right…
By
Paul Golden
Latest articles
All Articles
The only way is up for Euro robo-advisers
The Euro robo-advisers space continues to evolve, with several participants predicting the breadth of offering will grow from the…
By
MiFID II affects client servicing for private banks
MiFID II was launched in January 2018 – and while the regulatory regime appears to have been implemented smoothly…
By
MiFID II impacts client servicing for private banks
MiFID II was launched in January 2018 – and while the regulatory regime appears to have been implemented smoothly…
By
Investment experts call for better quality ESG data
Private banks and wealth managers are implementing a variety of strategies to generate more rigorous ESG data and analysis…
By
Bank on blockchain to transform wealth management
The January 2018 issue of Private Banker International (PBI) examined how private banks and wealth managers are dealing with…
By
Conscious coupling: Family office and private equity co-investing
Family offices are increasingly recognising private equity co-investments as a means of generating strong returns while exercising greater control…
ByNo risky business: Getting risk management frameworks right for family offices
Family offices tend to have a reasonably sound appreciation of investment risk, but anecdotal evidence suggests that when it…
ByTax planning perils and possibilities for family offices in the era of transparency
Greater scrutiny of tax structures and offshore financial centres has increased the pressure on family office advisors to propose…
By