All articles by John Schaffer
John Schaffer
Fostering lasting relationships with the Next Gen
Developing meaningful and lasting relationships with the next generation of wealthy clients, before the transfer of wealth actually takes place, is a priority for private banks. John Schaffer speaks to industry experts about current next gen. issues and how wealth managers are approaching the young and the wealthy
SG Hambros launches eBanking platform
Societe Generale Private Banking Hambros (SGPB Hambros) has launched a new eBanking platform as part of a 3 year IT project that was launched in 2013
Passion, investment and the luxurious life
Wealthy individuals are synonymous with luxury purchases. As the demand for luxury goods strengthens, especially in countries such as China, John Schaffer investigates if this market is driven merely by indulgence or strategic investment opportunities
ABS integrates with Markit to automate the trade of precious metals
Allocated Bullion Solutions (ABS) is to integrate its liquidity platform with Markits post trade processing services so as to automate trade management for precious metals
Over 50% of wealthy individuals want to give more to charity
Two thirds of high net worth (HNW) philanthropists feel a sense of responsibility to give and half would like to give more, according to a survey by J.P. Morgan Private Bank
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Conservatives plan to scrap inheritance tax: UK election 2015
The conservative party announced that they would end inheritance tax on homes valued at £1m ($1.46m) or less, in the run up to the 2015 election
Wealthy Russians employ a conservative wealth strategy: research
Russian investors are engaging in more conservative wealth management strategies where 42% are conducting a balanced approach, 35% are seeking growth and 23% are seeking preservation of their wealth, according to research by UBS and Campden Research.
Only 19% of HNWIs would follow their RMs to new firms
Only 19% of HNW clients would pursue their relationship manager (RM) if they moved to a different wealth management firm, according to a report by Scorpio Partnership, NPG Wealth Management and SEI