Japan’s Mitsubishi UFJ Financial Group (MUFG) is set to introduce its own cryptocurrency called the ‘MUFG Coin’, in an effort to allay consumer hesitation around …
Millennials and Generation Z: What private banks should know
Based on his opening address to PBI’s recent Private Banking and Wealth Management Germany conference in Frankfurt, WealthInsight head, Oliver Williams, shares some observations and …
Tax avoidance: Germany continues the fight, but regional differences persist
A slew of tax avoidance scandals over the last year have seen German financial institutions in the headlines for all the wrong reasons. The government …
Too few wealth managers in China offer inheritance planning
Discussing one’s mortality is not a conversation people want to have – especially in China. But this has to change. Too few wealth managers offer …
Royal Commission: Australia’s wealth market set to fragment
The Financial Services Royal Commission is poised to reveal widespread failure across the Australian financial planning sector, according to GlobalData Financial Services. The effects could …
Robo-adviser partnerships offer low-cost growth opportunities
In April 2018, Japan’s Nomura Asset Management announced it is investing in 8 Securities, a Hong Kong-based provider of robo-advice services. GlobalData Financial Services explains …
Escalating international tensions hit Russian HNWIs
As relations cool between Russia and the West, Head of WealthInsight, Oliver Williams, examines how Russian HNWIs are reacting. On 29th January, the US Treasury …
Denial won’t work: wealth managers need a cryptocurrency policy
Cryptocurrencies continue to both attract and repel investors in equal measure. While internet giants Google, Twitter, and Facebook have banned ads for cryptocurrencies and initial …
ATO’s crackdown on tax evasion is driving HNW demand for advice
The Australian Taxation Office’s (ATO’s) increased focus on Australia’s rich is driving already high demand for tax advice. In a market where only one third …
Wealth managers targeting expats in Australia should consider partnerships
Competition for expat clients in the Australian wealth market is fierce; providers that are able to on-board clients in a foreign country and assist them …