Managers of Wealth

Brexit vote: Pound and market to knee-jerk react before rebounding

The longer the Brexit process is extended, the less chance of a no deal and greater chance there is of a second referendum that will reject Brexit, or a soft Brexit.

Fund Administration Values Break £300bn Milestone as Jersey Sees Global Appeal

The value of assets managed in Jersey Private Funds, which totaled £19.4bn according to the latest mid-year statistics reported by the JFSC, is not included in these quarterly figures.

10 Best African Countries To Invest In 2019

The report assesses the economic outlook and investment opportunities in Africa

2019 Outlook: Managing your clients through times of market turmoil

A good client relationship will outlive bad market performance

Barclays on wrong side of history with climate policy, says Greenpeace

Environmentalists attack rules that fail to ban funding oil projects linked to tar sands

The 5 South Africans that made the Forbes' Wealthiest Africans list

This is the eighth year in a row that Dangote would top the list as the richest billionaire in Africa

It’s Getting Foggy Out There by Gary Dugan

UK also faces the prospect of freezing over as the North Pole sees temperatures rise

Coutts CIO Says Buy Dips Amid `Low Probability' of US Recession

Markets fell sharply early in October and volatility continued throughout the quarter to the end of December

Hang Seng Bank’s Alan Luk Believes Trust and Relationships are Keys to Success

The value proposition that Hang Seng Bank represents has special appeal to Hong Kong-based, Chinese, first- or second-generation HNWI investors, according to Luk. “For these customers, reputation is everything,” he elucidates.

Rich children consider parents' values more important than their wealth: Survey

The results of the national survey, which covered more than 1,000 American youth, show that more than 84 per cent of the respondents believe their family's charitable giving is aligned with their own values, while about 63 per cent report they are gi

Entrepreneurship 'romanticised' too much, says Emirates NBD exec

Tariq Bin Hendi said many business ideas are based on current trends as opposed to solid business ideas

Proven Strategies for Winning Over Your Clients' Kids (And Some Things You Really Shouldn't Do)

“At its peak between 2031 and 2045, 10 percent of total wealth in the United States will be changing hands every five years,” the same report says.

Covenant Capital Extols the Virtues of Independence in Wealth Management

Indeed, the word ‘covenant’ was chosen to represent the company’s values as it implies a deep commitment to responsibility.

Standard Chartered: More work to do

The culture is changed and numbers are solid, but return on equity isn’t going to budge without progress on costs.

Sustainability report predicts rise in investor lobbying

In an analysis, Oppenheimer Funds’ Aniket Shah and sustainable investment expert Gordon Clark, predicted that growing interest in corporate stewardship will expand to influencing public policy in the coming years.

The impact investing trend is here to stay

Impact investment, whereby investments are made into companies to generate positive social and environmental change, is a rapidly growing market.

Fintech Revolution Still Not Here a Year Into ‘Open Banking’

Banks and credit card firms defend payment business with deals

Billionaire investor Kerr Neilson's fund comes unstuck on China bet

The company's value has almost halved since a peak in February 2018

Is It Time to Revisit the Mature, Manual Processing of Corporate Actions? by Dion

Customer service can be improved by better communications and management of the election / instruction processes, and potentially extended into the provision of proxy voting.

Two minutes with Graham Wainer

Our solutions are wholly underpinned by the requirements of our clients.

Comment & Analysis