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Latest Comment & Analysis

Client Affairs
September 22, 2022

When Financial Storms Build, Consider Excess Deposit Bonds

Many wealthy people want to park their wealth in financial institutions to ride out market storms, but there are risks to this option. What tools exist to give peace of mind? ...

Company Profiles
September 19, 2022

Keeping Investment Under The Roof At Manhattan West

We catch up with a US wealth management firm that chooses to keep its investment management in-house rather than outsource it. ...

Alt Investments
September 19, 2022

Get Ready For More Assets To Be "Financialized"

We talk to a business using cryptocurrency and blockchain tools to make diamonds a more efficient commodity market, overcoming historic factors that have previously prevented this. So far, only 1 to 2 per cent o...

Strategy
August 29, 2022

Business Travel – An Expanding Frontier For Airbus

The world’s business aviation industry is a barometer for the wealth management industry to follow. Financial hubs also compete as registration locations for aircraft; the sector also attracts investment from ...

ESG
August 16, 2022

Pushback Against ESG: Collective Action Or Collective Suicide?

The supposedly remorseless drive against carbon-based energy toward areas such as wind, solar, hydrogen, biomass and other sources has, among other events, been interrupted by Russia's squeeze of gas exports to ...

Wealth Strategies
August 1, 2022

Partners Capital Brings "Endowment Mindset" To Investments

The firm, founded in 2001, is one of a number of outsourced CIOs overseeing money for institutions and UHNW individuals. Perhaps unsurprisingly, it says inflation is top of mind as a concern for clients. ...

Latest News

People Moves
September 28, 2022

Cresset Names New Chief People Officer

The US wealth management organization has a new chief people officer, replacing a predecessor who has announced her retirement. ...

M and A
September 28, 2022

RBC Completes UK Wealth Management Acquisition

The transaction, announced initially in late March, is one of the largest such deals in the UK wealth management space for some time.       ...

People Moves
September 28, 2022

Who's Moving Where In Wealth Management? – Neuberger Berman, Angeles Wealth Management

The latest senior moves in the North American wealth management sector. ...

Offshore
September 27, 2022

The Bahamas Position For Digital Assets Growth

There is a diverse patchwork of regulations for digital assets among IFCs, ranging from the restrictive to the relatively liberal. The Bahamas is crafting a regime to attract business while being mindful of stay...

Surveys
September 27, 2022

Mentors Make Big Difference For Wealth Advisor Diversity – Survey

The survey of wealth advisors comes at a time when the industry continues to wrestle with two overlapping issues: a shortage of talent, and a need to make the sector more diverse, inclusive and open. ...

Compliance
September 27, 2022

Crédit Agricole Units Settle With US Over Sanctions Violations

Subsidiaries of Crédit Agricole that operated from Switzerland and Monaco have agreed to remit money to the US for violating sanctions against a number of countries, including controls connected to Ukraine. The...