All articles by John Schaffer

John Schaffer

Metro Bank appoints head of private banking

Metro Bank, a recent entrant into the UK private banking space, has appointed Julie Barnsley as the head of its private banking operation.

Appeasing the regulators

Increasing transparency has been a hot topic across the financial services industry. Private Banks’ increased requirements to meet regulatory and reporting standards since the financial crisis, put an added burden on the industry. John Schaffer speaks with Ed Royan, COO EMEA at AxiomSL – a regulatory reporting and risk management company – to find out more

Blurred lines: multifamily offices and private banks

The definition of a family office is becoming ever more difficult to pin down. As multi family offices expand and private banks progressively enter the bespoke, family office services market, the lines are blurring between these different financial institutions. John Schaffer speaks to industry experts to get a clear picture

Coutts Index: Modest growth for “passion” investments

Investments in luxury goods and trophy homes are not a new phenomenon for the wealthy. Although the primary incentive for holding these assets is for enjoyment, many industry experts have been assessing their investment potential. Coutts has released the 2015 update to its Index that tracks the performance of 14 such “passion assets”, John Schaffer reports

The uphill task of succession planning

Succession planning is often a sensitive topic for wealthy individuals at the best of times, but as the world’s wealthy become progressively more international, conflicts in cross-border legislation can make the process seem like an insurmountable task. John Schaffer investigates how well the UK and European wealthy are prepared for the transfer of their wealth

A secure voice

Complex and cumbersome authentication processes can often be a burden for private banking clients when speaking to an advisor, with the requirement for multiple pass-codes or PINs. Voice biometrics offers a way to take some friction out of the equation. John Schaffer explores how and why the wealth management sector is embracing this technology

C. Hoare & Co. to launch mobile app

C. Hoare & Co., is set to launch a mobile app in the first quarter of 2016.

Coutts launches online concierge service for Silk Card users

Coutts has launched an online concierge service for customers of its Silk Card, in a partnership with Ten Group, a London headquartered lifestyle concierge company.

Wealth in an ageing nation

Japan stands out as the most significant area for wealth across Asia, with a significant population of billionaires and a highly developed economy. However, the country’s ageing population may pose difficulties in the future. John Schaffer delves into WealthInsight’s findings to access the growth and trends of the wealthy population in the country

Into the great unknown

Sub-Saharan Africa is a region that is beginning to receive more attention from the private banking and wealth management industry. International and domestic private banks are revealing different approaches to best service as well as build lasting relationships with the emerging HNW segment in the region. John Schaffer speaks to leading players to find out more