Volume 8, Issue 3

Communications & Marketing
Wealth-x
WEALTH-X  |  FRIDAY, 12 JUL 2019
The significance of women to the wealth management sector is exponential. Now more than ever, women create and control a massive amount of wealth globally, making them an essential target for wealth managers interested in attracting high net worth c ... Read more
Nalika Nanayakkara
NALIKA NANAYAKKARA  |  FRIDAY, 13 SEP 2019
Shifting client demographics and preferences, as well as a flood of new digital offerings, are driving clients around the world to reconsider their wealth management relationships. Read more
Trust & Corporate Services
Linda Beidler-D'Aguilar
LINDA BEIDLER-D'AGUILAR  |  FRIDAY, 16 AUG 2019
Family offices are generally recognised as integral to the cohesive and coherent management of a family's diverse business interests in tandem with its domestic and personal affairs, and this article examines here the opportunities afforded by the ... Read more
Philanthropy
Kerri Mast
KERRI MAST  |  FRIDAY, 18 OCT 2019
Philanthropy has a significant role in the overall planning picture for many families and can have a number of benefits, such as tax benefits, life satisfaction and the opportunity to pass values to the next generation. These benefits are relevant regardless ... Read more
Investment
Marcio Borgoricin
MARCIO BORGORICIN  |  FRIDAY, 18 OCT 2019
Real estate continues to be a core feature of families' investment portfolios globally. The opportunities for capital preservation and wealth creation, along with the fact that these families often have a business background in property or property-related ... Read more
Rob Stewart
ROB STEWART  |  FRIDAY, 15 NOV 2019
Seasoned investors understand that returns are a function of both beta and alpha. Beta being the component of returns derived from the benchmark return and alpha being returns generated over and above (or below) the benchmark return. The difficulty ... Read more