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 …
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 …
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 …
Fidelity fee-free funds have shaken the investment industry, but the move is not groundbreaking and it is part of a wider trend that asset managers …
While robo-advisers bring real value and utility, there is mounting evidence that robo-advice alone will not attract affluent investors, according to GlobalData Financial Services. There …
Despite all the FinTech marketing proclaiming robo-advice growth, across the generations an average of only 1% of consumers are using robo-advice for arranging their investments, according …
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 
