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News and Features

Latest News and Analysis

UBS Launches $2 Billion Basel III-Compliant Loss-Absorbing Notes

Profits Jump By 30 Per Cent At UK Wealth Manager

UBS To Launch New Israeli Office

Guest Article: Election Bringing Winds Of Change To Russia?

US Interview: Casady Outlines LPL’s Plans For Fortigent

Latest Business Intelligence

Evercore Comment: Bear In A China Shop?

When Love Is The “Missing Piece In The Jigsaw” – Demystifying HNW Introduction Agencies

The Global Spread Of The North America Family Office Model

Are Regional US Banks Mounting A Wealth Management Challenge?

Serving US Expats In An Increasingly Anti-Secrecy Banking World

Guest article

Guest Article: How To Handle Client Needs As Their Wealth Changes

To deal with the diverse needs of clients with differing wealth profiles, many money managers use multiple platforms. And that's the the problem, because as a client’s circumstances change, moving them from one platform to another is often often difficult.

Quote of the week

"Philanthropy is an equal player, not an afterthought in our wealth management model, and we want to see this across wealth management. "

Claudia Sangster, director of philanthropy at Harris MyCFO.

Expert commentary

Industry Insight

Expect More Bank Consolidation After Wegelin & Co Deal - Expert

The sale of Wegelin & Co, amid legal threats from the US against that bank, is likely to be followed by more consolidation as Swiss bank secrecy comes under more pressure, an expert on the issue says.

View from the Top

If Economic Fears Are Easing, Give Two "Super Marios" The Credit

Hear it gently, but some of the worst of the economic news may be behind us. If - a big if - that is true, then two men called Mario can take a lot of the credit, argues B Capital.

Editor's choice

When Love Is The “Missing Piece In The Jigsaw” – Demystifying HNW Introduction Agencies

Virginia Sweetingham of Gray & Farrar explains how for high net worth individuals introductions agencies are now just "one more professional in their entourage".

Featured Jurisdiction

New York "Billionaire" Property Surges - City's Real Estate Is "One To Watch"

New York property is “one to watch” according to the luxury property firm Savills, after years of slippage in the world cities price league tables. Meanwhile, in the second half of last year, “billionaire” property in the city surged in value, and far outperformed both other cities and regular New York property.

Fund Focus

IMCA Conference: A Mixed Picture From Around The World

Investment advisors to wealthy clients have debated eurozone woes and prospects for emerging markets and the state of the US economy at a major conference in NYC.

Expert View

How Singapore Could Benefit From Liechtenstein

Liechtenstein could play a central role in helping UK taxpayers with Singapore-based accounts regularise their tax affairs using a voluntary disclosure facility, according to experts.