All articles by John Schaffer

John Schaffer

Barclays wealth managing director exits

Manging director for Barclays Wealth & Investment Management, Julian Cooper, has left after 23 years with the bank.

Old Mutual Wealth appoints new COO from Standard Bank

Old Mutual Wealth has appointed Steven Braudo as chief operating officer, effective 1 June 2016.

Indosuez Wealth Management: Harvesting billionaires

Crédit Agricole has rebranded its global private banking division as Indosuez Wealth Management. Although clients with modest fortunes are serviced, the focus is clearly on the ultra-wealthy and their increasingly globalised needs. John Schaffer speaks with Frédéric Lamotte, global head of market and investment solutions at Indosuez Wealth management, to find out more

Tiger 21 reports increased HNWI demand for private equity

US headquartered Tiger 21, a peer-to-peer lending network for high net worth investors, reports an increase of private equity investment of one percent to 23% in the first quarter of 2016.

Light at the end of the tunnel: Argentina

The struggling Argentine economy has notably affected the wealthy population in the region. However, a recent report from WealthInsight indicates that although HNWI numbers have dropped, there are reasons to be optimistic for the future, with a more prosperous environment forecasted for HNWI growth. John Schaffer examines the findings

Legal firm Irwin Mitchell launches private wealth division

UK headquartered legal firm Irwin Mitchell has launched Irwin Mitchell Private Wealth – combining the wealth advisory businesses of Berkeley Law, Berkeley Hurrell, Thomas Eggar and Irwin Mitchell.

Brexit portfolio implications: RBC

In the run up to the UK’s referendum to retain EU membership on June 23, RBC Wealth Management gave its viewpoint on the affect of a Brexit on investor portfolios.

UK’s wealthy – Still working and hungry for risk

UK wealthy individuals are less likely to retire and are “still hungry for risk” as they reach old age, according to a report by UBS.

Scalable Capital competes against robo advisors with dynamic risk solution

Munich headquartered digital advisory service, Scalable Capital, is looking to disrupt the automated advisory market by dynamically allocating risk to each client’s portfolio.

Philanthropic giving dips: BNP Paribas/ Forbes Insights

Global philanthropic giving amongst HNWIs with over $5m in investable assets has reduced in 2016, according to the latest findings from BNP Paribas and Forbes Insights.