With property markets in flux, Private Banker International looks at HNWI property investment as an asset allocation and asks whether HNWIs should, or are even …
Sanlam UK takes over management of $175m VAM discretionary range April 23, 2019 
Goldman Sachs looks to the masses to grow
As competition continues in the wealth management market and revenue growth slows, traditional wealth managers aim to find new avenues of growth. Goldman Sachs has …
Business profile: J. Stern & Co
Most family offices are either a ‘single’ or ‘multi’. J. Stern & Co. has been both. Oliver Williams talks history, investments and Brexit with Jérôme …
Demand for simplification impels Charles Schwab to launch subscription-based robo-advisor
With a proliferation of robo-advisors in the market, major brands are beginning to innovate in an effort to stand out. Charles Schwab has adapted its …
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 foreign wealth. But who will …
What’s the key to secure digital transformation?
Marc Vanmaele, CEO of TrustBuilder explains how private banks and financial organisations can best balance the needs of security and user experience as they evolve …
The best and worst luxury investments of 2018
Investing in luxury goods has been a defining trend in private banking as wealthy investors buy up ‘tangible’ items amidst volatility. Having something you can …
The crypto-conundrum: How can cryptocurrency attract investors
What will it take for cryptocurrency to attract the investments needed to fulfil its potential as an asset class, asks Jamie Crawley. Capgemini’s World Wealth Report …
The advantages of private banks for millennials
Frequently perceived as an old-world and stuffy, private banks are reinventing themselves to stay relevant for a younger generation. Oliver Williams looks at the forward-thinking firms …
Fintech: a unique opportunity for entrepreneurial wealth managers
Farnoush Farsiar, founder of Plato Capital, explains why wealth management firms need to engage with fintech firms, or risk being left behind. The pace of change …
