12/06/2019
Citi Private Bank Issues Outlook 2020: Global Growth Can Endure Over the Coming Year
Citi Private Bank releases its investment themes for 2020
Comment, Analysis & Research
12/06/2019
Q3 2019 Cryptocurrency Anti-Money Laundering Report
It will no doubt have implications as regulators seek to have KYC information shared globally.
12/06/2019
CFA Institute Says Firms Must Act Today to Take Advantage of AI and Big Data Opportunities
Survey reveals investment industry is in early stages of adopting AI and big data analytics
12/06/2019
Top Trends in Wealth Management 2020
As wealth management firms enter an experience- versus product-led era, understanding structural changes in customer profiles and expectations has become critical. Our report aims to explores and analyze the top wealth management trends for this year and
12/05/2019
Tax revenues have reached a plateau
Working with over 100 countries, the OECD is a global policy forum that promotes policies to improve the economic and social well-being of people around the world.
12/05/2019
Investors boycott Brazil over Amazon deforestation concerns
Pressure mounts for Brazilian companies to become more compliant with ESG standards
12/04/2019
Philanthropic Giving Among UHNW Individuals Exceeds $150 billion
New Wealth-X Report Reveals Global Insights and Trends Among Major Donors
12/04/2019
Study Finds Mobile Apps Are Key Opportunity for Wealth Management
A report recently published by the American Bankers Association on the changing face of wealth management also highlighted banks’ opportunities in mobile access to wealth services, with nearly six in 10 banks seeing a need to enhance mobile wealth m
12/04/2019
Wells Fargo Investment Institute Releases ‘2020 Outlook: A Call for Resilience’
How to position a portfolio for resilience through a long bull market, slowing global growth, presidential election year
12/04/2019
What Machine Learning Will Mean for Asset Managers
ML is particularly adaptable to securities investing because the insights it garners can be acted on quickly and efficiently.
12/04/2019
State Street Global Advisors Global Market Outlook 2020 – “The Only Way Out Is Through”
“Despite current headwinds, over the longer term, value may be realized in EM equities, although investors may require a bit of patience”
12/04/2019
IQ-EQ talks impact investing with LeapFrog’s Clare Murray
Having started out her career at Goldman Sachs in New York, Clare was first introduced to the concept of responsible investing after moving to BlackRock in 2012, where she worked closely with family offices, family foundations and endowments.
12/04/2019
Financial services firms continue to outsource mid-to-back-office operations to remain competitive
With or without AI, outsourcing can provide significant benefits.
12/03/2019
Saxo Bank 2020 Outrageous Predictions
With a popular mandate and strong majority in Parliament, Boris Johnson is in stronger position than ever to come back to the negotiating table in Brussels.
12/03/2019
Morgan Stanley boosts price targets for Alibaba, Baidu and e-commerce upstarts as bank says China internet sector ‘attractive’
The 26 companies under Morgan Stanley’s sector coverage, including leading players Alibaba, Baidu and Tencent Holdings, are seen generating 24 per cent more profits to 376 billion yuan on the back of 24 per cent jump in sales to 2.6 trillion yuan.
12/03/2019
20 Minutes With: Elizabeth Neuman, Phelps Vineyard’s Director of Business Development
Joseph Phelps Vineyard was founded by a Colorado man of the same name.
12/02/2019
Assets held in exchange traded funds surge to record $6tn
Failure of most traditional active managers during the crisis prompted many investors to seek less volatile strategies
12/02/2019
Drifting to the Left by Gary Dugan
The new SPD leadership are only pressing for changes that might be more broadly welcomed across Europe.
12/02/2019
Google vs. financial advisors
Basic investment management is a no-brainer win for technology.
12/01/2019
Passive investing automatically tracking indexes now controls nearly half the US stock market
ETFs generally charge much lower management fees than mutual funds, many of which employ managers to move in and out of stocks in an attempt to outperform the major indexes like the and the .