UBS is one of the world’s largest private banks and winner of multiple awards, including Global Best Overall Private Banking Services (1). Rachel Whittaker, Director of Sustainable Investment at UBS Wealth Management in Zurich, and Robert Broughton, Senior Client Advisor at UBS Wealth Man...
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By UBS on
31 May 2019
As baby boomers prepare to pass on unprecedented amounts of wealth to their millennial children, how can they and their advisers ensure that the next generation holds on to this hard-earned wealth?
Over the next three decades in the UK, £1.2trn worth of assets are forecast to be passed ...
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By Gill Wadsworth on
30 May 2019
Canaccord Genuity Wealth Management (CGWM) has seen continued success for its Select Portfolio Service (SPS), launched in response to a demand from financial intermediaries for an entry-level, risk-based managed portfolio service. It is available to anyone with more than £100,000 to invest. Ti...
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By Canaccord Genuity Wealth Management on
29 May 2019
WILL THE REAL USE FOR CRYPTOCURRENCIES PLEASE STAND UP?
Cryptocurrencies started as payments systems, Then became niche financial assets. Now, especially for the Channel Islands, their underlying technology is driving efficiencies in finance, reports Paul Bryant
Cryptocurrencies have been on a wil...
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By BL Global on
24 May 2019
John Gamble, Sponsor of the Data Practice at C5 Alliance, believes that a new generation of vendor analytic tools is revolutionising what businesses can do with their data. However, data quality is the key to reaping the benefits of these developments
Digital transformation is a hot topic for...
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By C5 Alliance on
22 May 2019
Today’s philanthropists want to tackle big environmental and social issues. but Advisers to high-net-worth donors need to be prepared to hold their client’s hand on a long and sometimes unrewarding journey
it’s said Money can’t buy you happiness, but you can’t fault us...
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By Jack Flanagan on
22 May 2019
After forging a successful career in professional training in Guernsey, Sarah Colley, now Managing Partner, First Intuition, Channel Islands, decided it was the right time to bring the concept of First Intuition – the UK-wide professional services training network – to Jersey. Pictured l...
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By Locate Jersey on
21 May 2019
The price of luxury goods is rising faster than consumer goods on the high street. The wealthy may need to rethink their investment strategies if they don’t want to see the value of their assets decline in real terms
THE cost of living is going up – but the cost of living well is rising...
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By Alexander Garrett on
20 May 2019
Francis Clayton (pictured below), Executive Director at Quilter Cheviot Investment Management in Jersey, on how the game of Monopoly explains investing’s most important concept
Do you understand investing? Most people I know would probably say no. They might understand when their ...
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By Quilter Cheviot on
16 May 2019
What is it? “Succession planning focuses on identifying and growing talent to fill leadership and business-critical positions in the future,” says the Chartered Institute of Personnel and Development (CIPD). “There’s no one model for succession planning as its focus is likely...
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By Alexander Garrett on
15 May 2019
In the latest chapter of an impressive 30-year career at HSBC, Sue Fox has joined the bank’s Channel Islands and Isle of Man operation as CEO. She comes armed with an agenda of growth, great service and inclusion
What’s your background and how did you get to where you are now?
It&rsquo...
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By Eila Madden on
13 May 2019