When Citigroup opened 2020, the most ambitious projects at the $2.2 trillion in assets lender involved major partnerships with technology companies best known for their internet, social media and [...]

The job of finding, serving and distributing individuals’ wealth is less lucrative than it used to be, and it’s reasonable to predict that the current economic situation will not improve the [...]

Most relationship managers working within the wealth management sector, whether they are called private bankers, financial advisors, wealth managers or any other appellation, can only dream of [...]

  The investment world will never be the same. The beginning of the year 2020 is characterised with an unanticipated event that will have profound consequences for the decade to come. The [...]

In Hans Rosling’s brilliant book, “Factfulness,” that was published in 2018, he identified the three fear factors that drive us to systematically overestimate the risks: violence, captivity and [...]

Amidst the COVID-19 pandemic, asset managers have done an excellent job of adjusting their service and communication response—in both strategy and execution—even if some scrambling has been [...]

When the Casino de Monte-Carlo, the Belle Epoque jewel of Monaco and its royal family, reopens next month, baccarat will be dealt with hand sanitizer. Down the hill, the famous Cote d’Azur harbor [...]

  With so much uncertainty and negativity pervading our lives, it’s helpful to imagine a future where we witness positive effects of the crisis on the RIA (Registered Investment Advisor) [...]

Like for other sectors, the current crisis has both short and medium-term impacts for the private banking and recruitment industries The idea here is to give an insight into these impacts through [...]

How will the current situation affect globalisation? Here’s a very interesting article from BBC News we’d like to share.   Will coronavirus reverse globalisation? Globalisation [...]