All articles by John Schaffer
John Schaffer
UBS to launch roboadvise platform in UK
UBS Wealth Management has announced launch of a digital wealth management platform, UBS SmartWealth, in a bid to service mass affluent clients.
Focusing on key markets: BNY Mellon
BNY Mellons international wealth management business is focused on a few select geographies. Jeroen Kwist, head of international wealth management, suggests that this concentration has contributed to the banks success rather than restricted it. John Schaffer reports
HNWIs opt for safe havens over tax breaks
Offshore centres have come under continued scrutiny in recent years. Whilst the majority of activity has been legitimate the controversies surrounding tarnished jurisdictions have changed the way private banks and wealthy clients operate in select geographies. John Schaffer looks at how the wealthy are favouring safe-haven booking centres and how the offshore wealth management landscape has changed
Performance dips among family offices
The average performance of family offices was particularly weak in 2015. However, this is reflective of a challenging year for the global investment industry as a whole, paired with a desire for more illiquid strategies. John Schaffer delves deeper into a report by Campden Wealth and UBS
Finding a needle in a haystack: Private banking recruitment
Client facing private bankers have to spin a lot of plates from being financial experts to fostering close relationships with clients, all whilst adhering to regulation. John Schaffer looks at how private banks in Europe approach the recruitment of relationship managers and their methods for fostering talent in-house
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HNWIs are investing in alternatives out of necessity over interest: Pictet Alternative Advisors
According to Pictet Alternative Advisors, there has been a growth in demand for alternative investment products amongst private clients, with a notable increase in allocation to private equity.
Arbuthnot Latham makes three appointments in Exeter
Arbuthnot Latham has expanded its business footprint in the South West of England with the hire of three key commercial banking appointments at its Exeter HQ.
Five key trends dominating the HNW insurance market
As the global population of HNWIs rises, the need for more bespoke insurance solutions increases. John Schaffer digs deeper into a WealthInsight report that looks at the insurance market for this demanding and complex demographic
Saxo Bank collaborates with Morningstar to offer portfolio of value stocks to SaxoSelect clients
Saxo Bank and Morningstar Investment Management Europe Ltd, part of the Investment Management group of Morningstar, Inc., have announced a collaboration that expands the range of investment strategies available to Saxo Bank clients.
Nordea and DNB to combine Baltic operations
Nordea and DNB have entered into an agreement to combine their operations in Estonia, Latvia and Lithuania, to create the second largest bank in the Baltic region.