Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth
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Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth
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December 15, 7:51 PM
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Why private investment firms of the ultra rich love WhatsApp

Why private investment firms of the ultra rich love WhatsApp | Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
The rich — they're just like us. Family offices rely on WhatsApp for everything from deal sourcing to selling collectibles.
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December 15, 2:12 AM
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Goldman Sachs makes big bet on ETFs focusing on downside protection

Goldman Sachs makes big bet on ETFs focusing on downside protection | Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
Goldman Sachs Asset Management is making a big bet on defined outcome exchange-traded funds — which use options to help protect against market losses.
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December 15, 2:04 AM
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Banking on carbon markets 2.0: why financial institutions should engage with carbon credits

Banking on carbon markets 2.0: why financial institutions should engage with carbon credits | Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
Carbon markets are an untapped opportunity to deliver climate action at speed and scale.
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Scooped by Enzo Calamo
December 15, 2:03 AM
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Jamie Dimon says soft skills like emotional intelligence and communication are vital as AI cuts jobs

Jamie Dimon says soft skills like emotional intelligence and communication are vital as AI cuts jobs | Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
Dimon added that people who possess soft skills will have "plenty of jobs."
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December 15, 1:01 AM
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2025 Western & Eastern European Awards Winners

2025 Western & Eastern European Awards Winners | Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
The International Banker 2025 Western & Eastern European Awards Winners. The best banking institutions in retail, commercial, private and investment banking are highlighted, along with two outstanding chief executives from their respective regions.
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December 15, 1:00 AM
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Should Central Banks’ Mandates Be Revised?

Should Central Banks’ Mandates Be Revised? | Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
In an ever-changing environment, central banks, such as those in the euro area, must adapt while remaining true to their commitment to maintain price stability. Improving the euro area’s financial architecture by developing a more integrated institutional framework is crucial to enabling European central banks to fulfill their mandates.
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December 15, 1:00 AM
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A New Wave of Global Anti-Money-Laundering Enforcement Has Arrived—Are You Prepared?

A New Wave of Global Anti-Money-Laundering Enforcement Has Arrived—Are You Prepared? | Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
The US government’s increasingly aggressive anti-money laundering actions, especially via the Financial Crimes Enforcement Network, against banks, domestic and international, suspected of facilitating drug trafficking and/or terrorist activity should be of concern to every banking board. What actions must boards take to ensure compliance?
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December 15, 1:00 AM
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Europe’s Banking Rulebook: The Commission’s Simplification Must Go Deeper

Europe’s Banking Rulebook: The Commission’s Simplification Must Go Deeper | Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
The European Commission, recognising that Europe’s response to the financial crises of the past 15 years has created a web of financial regulations and directives so dense that it stifles banks’ competitiveness, has begun a clean-up. However, its efforts will be in vain if its simplification strategy is not comprehensive and coordinated.
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December 15, 12:59 AM
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Banco del Pacífico: Connecting Ecuador with Global Capital

Banco del Pacífico: Connecting Ecuador with Global Capital | Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
Small and medium-sized enterprises are the catalyst for Ecuador’s economic prosperity and social equality, and Banco del Pacífico’s new leadership is committed to promoting their success by focusing on the productive sector and foreign investment, as the bank’s executive vice president, Virna Rossi Flores, details in our recent interview.
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December 15, 12:59 AM
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UK Banking in 2026: Five Forces to Watch

UK Banking in 2026: Five Forces to Watch | Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
With 2026 on the horizon, UK banks are preparing for the year ahead. Growth, resilience, efficiency, regulation and the future workforce are five forces they will confront and need to master. 2026 will demand many pivotal choices that will shape not only individual banks’ successes but also the sector’s future, requiring decisive action.
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December 15, 12:58 AM
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Simplifying Digital-Finance Rules: A Key Piece in the European Competitiveness Puzzle

Simplifying Digital-Finance Rules: A Key Piece in the European Competitiveness Puzzle | Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
Europe’s banking sector plays a vital role in strengthening the continent’s economic resilience and competitiveness, but the complicated regulatory framework for digital finance is limiting its effectiveness in the global arena. To address this, simplifying the regulatory environment by aligning and streamlining existing and future regulations is essential.
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December 15, 12:43 AM
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Barclays tipped to bid for Evelyn Partners – experts weigh in

Barclays tipped to bid for Evelyn Partners – experts weigh in | Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
As Barclays is rumoured to be submitting a bid for UK wealth manager Evelyn Partners, how likely is this to happen?
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December 13, 3:06 PM
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The ETF year in review – Investment Executive

The ETF year in review – Investment Executive | Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
Specialty ETFs dominate the record-long list of new ETFs in 2025, many of them highly volatile. With several weeks to go, the ETF industry has added about 300 new products. When multiple series of some ETFs are included — such as Canadian-dollar hedged and U.S.-dollar denominated — the number of...
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December 13, 8:49 AM
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BlackRock's Head of Talent Shares How AI Changes What He Looks for

BlackRock's Head of Talent Shares How AI Changes What He Looks for | Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
Though Nigel Williams is looking for AI proficiency, the BlackRock exec shared one part of the application process where the tech doesn't belong.
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December 12, 10:37 AM
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$1.3 TRILLION Wall Street Time Bomb - The Private Credit Bubble

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December 11, 2:22 AM
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JPMorgan's $1.5 Trillion Plan EXPOSED What's REALLY Going On

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December 10, 11:07 AM
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Jamie Dimon Warns: A Weak Europe Is a Major Risk to America | JPMorgan CEO & RTX CEO Full Panel

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December 9, 10:18 PM
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Bank Earnings Are Hiding A $65 Billion LIE!

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December 9, 9:53 PM
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How Advisers Can Deliver a True Family Office Experience

How Advisers Can Deliver a True Family Office Experience | Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
The family office model is no longer just for the ultra-wealthy. Advisory firms will need to ensure they have the talent and the tech to serve their clients.
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December 9, 12:02 AM
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“Banks are HIDING something from us” Top Economist Warns

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December 8, 11:46 PM
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Inside the $1 TRILLION Shadow Banking Bomb That’s About to Blow

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December 8, 11:41 PM
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Lawsuit alleges Scotiabank misused proprietary information to build rival pension plan for doctors

Lawsuit alleges Scotiabank misused proprietary information to build rival pension plan for doctors | Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
Pension provider Blue Pier claims the bank used its model to launch the Medicus Pension Plan after partnership talks broke down
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December 8, 9:49 PM
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Wealth advisor specializing in financial freedom on how the rich invest

Wealth advisor specializing in financial freedom on how the rich invest | Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
Austin Dean advises his high-net-worth clients to avoid 401(k) "money jail." He recommends alternatives for building wealth that offer more flexibility and control. His advice for clients enables quick access to cash without the need to sell investments and trigger capital gains tax.
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December 8, 6:43 PM
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Warren Buffett protégé quits in blow to Berkshire Hathaway

Warren Buffett protégé quits in blow to Berkshire Hathaway | Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
Todd Combs exits stock-picking conglomerate as ‘Oracle of Omaha’ prepares to retire
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December 6, 8:55 AM
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Power List 2025: Top 100 Revealed

Power List 2025: Top 100 Revealed | Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
Spear's Power List 2025 in association with Shamal: The 100 most influential people in the world of private wealth Who are the most influential, consequential and powerful people shaping the world of wealth?
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Curated by Enzo Calamo
Enzo is the CEO of Lugen Family Office, CEO of Medici Family Office, a best selling author, and a social entrepreneur. Enzo is the most trusted Consigliere to several UHNW families and a sought after speaker.