Managers of Wealth

How one international advisor found her home in the wealth space

Investment counsellor explains how growing up in two countries has shaped her career

Sustainable investing and generating returns go hand-in-hand

The second – investment returns – must anticipate the effect of systems changes on financial markets, and position portfolios to capture the upside as the economy transforms.

Nearly $70 trillion in family wealth is set to change hands. How to create a drama-free estate plan.

The silent generation and baby boomers, upon their death, will transfer an estimated $30 to $68 trillion to adult children.

Jupiter’s Bezalel: markets face ‘crunch time’ from crises

Investors should watch out for less prominent threats to market stability, including hidden debt bubbles, argue Jupiter Strategic Bond managers Ariel Bezalel and Harry Richards.

How large businesses can beat startups at their own game

The world’s largest businesses can beat startups at their own game. In fact, they’ve got a mighty head start, says CEO and author Linda Yates, whose new book argues that it’s time they unleash the unicorn within.

Young Americans Seen Failing To Match Baby Boomers' Wealth Gains

In the working paper’s most recent data, the wealth gap between adults over 60 and those under 40 has more than doubled since the 1960s and 1970s.

Envestnet Data & Analytics Unveils New Vision at Money 20/20

Envestnet announces Platforms, Innovations and Partnerships to Serve the Technology, Banking and Wealth Industries through Data and Intelligence

UK’s economy still faces financial austerity under a new government

The country’s economic challenges have intensified in the wake of Liz Truss’ administration, but not changed.

Three challenges new PM Sunak faces to steady UK ship

Conservative MPs have installed Rishi Sunak as the new UK prime minister. Now he must reassure investors, reunite his party and regain voters’ trust.

Controversial Hobby Lobby CEO says he’s giving away company ownership because ‘wealth can be a curse’

The billionaire has not provided more detail about how the trust structure will work, or whether the shift in ownership will coincide with any new personal philanthropic efforts.

Royal Bank of Canada plans push into UK commercial banking segment

RBC is claimed to be the largest bank in Canada in terms of market value.

Credit Suisse banking on restructure revamp

The Zurich-based bank is a force on the international stage, especially since it took over the US investment bank First Boston in 1990.

'A watershed moment': Advisers react to Sunak as PM

He previously went up against Truss for PM in September, but lost.

Evelyn Partners Active MPS team re-balance models as range marks 10th anniversary

Over 10 years, all six models in the Active MPS range have outperformed their benchmarks

HSBC Holdings plc 3Q 2022 Earnings Release

We are focused on executing our plans and delivering our returns target of at least 12% from 2023 onwards and, as a result, higher distributions to our shareholders.

UK: Markets unfazed by Truss resignation

It was only a matter of when, not if, Liz Truss would be forced to resign. In the end, she lasted only 44 days.

Can UBS maneuver in a headwind?

Financial analysts at UBS Global Wealth Management expect the higher interest margin to have a positive impact.

UK retail sales plunge 1.4% as cost-of-living crisis tightens its grip on household finances

Food store sales volumes fell by 1.8% in September 2022, which leaves them 3.2% below their pre-coronavirus levels in February 2020

Almost half of the ultra-rich haven’t figured out how to pass on their wealth, research finds

While the 4,500 investors from 14 regions, who each have over $1 million worth of assets

Paul Killik banked £7.1m as business boomed ahead of March crash

Paul Killik banked £7.1m last year as business boomed ahead of the February crash.

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