Digital engagement key to asset manager-adviser relationship: study
A new J.D. Power study has found that digital engagement holds the key to driving the relationship between financial advisers…
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Trade war dampens affluent investor optimism: UBS survey
A new UBS survey has revealed that affluent investors are optimistic on economy but are holding more cash due to…
One year after banking secrecy officially ended, Swiss banks struggle on
Switzerland started the automatic exchange of data on account holders one year ago in October, officially marking the end of…
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China and US drive growth in global wealth despite trade war
Total global wealth has increased 2.6% in the last year, driven by China and the US despite the protracted trade…
Gen Xers take the lead in sustainable investments in Hong Kong
A new study by British asset management firm Schroders has found that Hong Kong’s Generation X is more concerned about…
Six new wealth managers shaping the Middle East
From Beirut to Bahrain, there are a host of homegrown wealth managers catering to a new type of Middle Eastern…
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Bridging the Gulf: How Can Western Banks Serve Middle Eastern HNWIs?
In the second in our series on private banking in the middle east, Jamie Crawley asks if there are still…
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Why Europe’s principalities, duchies and dependencies are courting entrepreneurs
Amidst a European power struggle, a handful of principalities, duchies, dependencies and islands are pulling out the stops to attract…
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