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From Comment / Consultants' Corner October 24, 2016

Welcome to the world of Google Wealth

Many clients judge their wealth managers by the quality of information they provide, but a number are falling short. Could Google fill that void?

From Comment / Consultants' Corner October 13, 2016

Why wealth is more likely to lead to anxiety than happiness

Few high net worth individuals are relaxed when it comes to talking about their wealth, even with family members, creating additional problems when it comes to planning for generational transfers

From Comment / Consultants' Corner September 16, 2016

Battle of the brands: why wealth management is getting a new look

With the wealth management industry becoming increasingly competitive, brand has become more important than ever in the struggle to attract and retain clients

Mark Boleat
From Comment / Great Debate August 23, 2016

Is an exodus from London to Paris on the cards?

Mark Boleat, policy chairman at the City of London Corporation and Didier le Menestrel, chairman and founder of La Financière de l’Echiquier, discuss whether Brexit will see Paris overtake London as Europe’s leading financial centre

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From Comment / Editor's Analysis August 23, 2016

Brexit result leaves rival centres jostling for position

London’s pre-eminence as Europe’s leading financial centre may well be under threat following the UK’s vote to leave the European Union, but institutions assess many competitive factors before shipping out staff

From Comment / Consultants' Corner July 25, 2016

What has wealth management got to do with Domino’s pizza?

Innovative companies in other industries could teach wealth managers a thing or two about putting customer experience at the heart of business models 

From Comment / Consultants' Corner July 12, 2016

The promise of big data for wealth management has not diminished

Although it can be hard for investment professionals to make sense of the huge amounts of facts and statistics they encounter, big data remains an asset to those able to filter it effectively

Jeffrey Sacks, Citi
From Comment / Great Debate July 5, 2016

Is now the time to invest in emerging markets?

Jeffrey Sacks, Emea investment strategist at Citi Private Bank and Ajay Kapur, Asia and global emerging markets strategist at BofA Merrill Lynch Global Research, ask whether emerging markets have turned a corner

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From Comment / Editor's Analysis June 29, 2016

Berlin witnesses passing of investment baton

The new generation of techno-nerds may be guilty of speaking in jargon and much of what they pass off as new ideas are anything but, yet evidence of a generational shift in wealth management was clearly evident at the summer Fund Forum event in Berlin 

Gina Miller, SCM Direct
From Comment / Great Debate May 19, 2016

Would the UK be better off outside the EU?

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

Clients of private banks share a huge amount of data and family information with their financial providers, yet the service they receive seldom matches expectations. The time has come for these wealth managers to learn from other industries.

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