Beyond its private banking affability, lies an economy, climate and destination which seems light years away from Europe (medieval times?) and the United States (third-world country?).

If your firm is not fully engaged with each of these powerful tools, it is a losing effort to both attract new clients and retain existing ones. These platforms work because users are so addicted to them and it's now time for financial services firms and others to get addicted to them too.

Hong Kong and China, in general, have established themselves as global manufacturing capitals by inexpensively producing a variety of electronics, clo...

There are many reports which support the idea that today's potential client will be intolerant of their wealth manager's reluctance to engage on social media platforms.

I enjoy and value teaching others how to network amongst the rich and famous. I am just awaiting the day when I can change sides from an offensive position to the defensive side.

Here's another possible bump in road to the global recovery: the wealthy are still sitting on trillions in cash. The wealthy have kept a $10 trill...

A senior Swiss executive at the banking giant UBS has been indicted in an investigation of the bank and its offshore private banking services for weal...