Gina Miller, founder of SCM Direct.com and Jim Mellon, entrepreneur and fund manager, discuss the impending referendum on the UK’s membership of the EU

Investors are abandoning the search for alpha and embracing index-tracking funds. If wealth mangers can no longer rely on beating the market to attract clients, they must find other ways to make themselves indispensable 

Wealth management firms which use multiple metrics to gain insight into client relationships are much more likely to see where improvements can be made 

Banking stocks in the US and eurozone had a difficult start to 2016 but opportunities are now arising for investors who choose carefully

The scandal surrounding the Panama Papers have put the Central American country on the front pages for all the wrong reasons, but it is banks working with international law firms who should really be under the microscope

UBS’ fall in profits is symptomatic of the changing nature of client relationships. Private banks must respond by getting their specialists onto the front lines

What does the UK’s referendum on EU membership mean for the world of wealth? And importantly, does it matter?

UBS and Credit Suisse may have posted disappointing results but both are doing well in Asia, the key battleground for private banking