Robo-advice is an increasingly competitive market. In a move to expand its operations, Italian robo-advisor Moneyfarm has acquired its German peer Vaamo. Will there be …
Each week Private Banker International’s independent editorial team focus their attention on key trends in private banking and the latest on the world of the wealthy. With …
The latest liberalization of Malaysia’s fixed income market will lower the cost of issuing bonds or sukuks to retail investors. However, greater uptake will not …
Increased competition within the online wealth management, or robo-advice, industry is ongoing. The cutthroat climate has now led another robo-advisor to incorporate human-led services, a …
Similar to other countries, Swiss HNWIs hold the majority of their investments in liquid assets. However, these traditional assets have not been yielding the strong …
An opinion from Geraint Jones head of private client services at BKL, tax and business advisers By now, very rich overseas investors would be visibly …
US millionaires have the lowest adoption rate of sustainable investments, according to a study published by UBS in September 2018. This may be true for …
Remembering the customer churn the global financial crisis caused, wealth managers should take the ten year anniversary of the collapse of Lehman Brothers as an …
To successfully engage with the future generation of HNW individuals, it is not enough for wealth managers to simply understand their needs. To avoid assets …
UBS’s surprising sale of its SmartWealth platform in the UK is the latest in a series of robo-advisor closures. Nevertheless, this is not the end …
Challenging prenups: 7 common objections to prenuptial agreements December 3, 2018 
Moneyfarm Vaamo acquisition suggests further fintech consolidation November 27, 2018 
PBI Sample Edition: US wealth management and the midterm elections, UK entrepreneurial activity rising despite brexit, Liquidity Moments & People Moves November 19, 2018 
