Managers of Wealth

Platforum: How to stand out without slashing fees

How can wealth managers differentiate themselves from each other without just racing to the bottom on fees?

Investment Outlook 2022 – mid-year update

This calls for a reassessment of the outlook for the rest of the year as investors seek to balance risk with opportunity amid market instability.

Schroder BSC Social Impact Trust launches its inaugural UK Impact Report

The Report details the tangible social impact of the investments made, on behalf of its clients, since the launch of the Trust in late 2020.

UAE golden visa programme attracts investment and talent, report finds

Wealth and migration trends report finds country’s agile approach has paid dividends

Russia to Lose 15K Millionaires to Emigration in 2022 – Analysis

Despite the reported departures of wealthy Russians, reports have said that many of the country's ultra-rich elites have consolidated around the Kremlin after the initial shock of the invasion died down.

How wealth advisory must be customised for the new generation

Millennials and Gen Z are increasingly take their place in the boardrooms of family businesses

Inflation will subside but recession looms, warns Pictet's Paolini

Swiss group's five-year outlook identifies emerging markets, commodities and other alts as opportunities.

Bonds are back – here’s why

A record sell-off coupled with a shifting economic backdrop mean opportunities in global fixed income markets have appeared.

Estate planning: why make a will?

This alone demonstrates the importance of estate planning for those who wish to have peace of mind for themselves and their loved ones when it comes to their succession.

‘Understanding client psychology is essential in money management’

Not surprisingly then the race to acquire a slice of HNI’s wealth pie is growing as India is witnessing a swift rise in the number of HNIs who are scouting for customised solutions to manage their complex needs.

Hedging is Back

Although the passive approach will remain, the current environment calls for active management

What's next for technology in the wealth industry?

Founder and CEO of Wealthscope reflects on catalyzing impact of COVID, and where firms and advisors can take their next steps

Gregoire Bordier: «A Plea For Freedom»

This was demonstrated by the fact that in two votes in 2021, the COVID-19 Act was approved by more than 60 percent.

What explains the UK’s racial wealth gap?

These same factors also affect portfolio composition, which is the likelihood of owning certain types of wealth, such as housing or pensions.

Helvetia presents a gratifying result for occupational benefits

The risk and cost processes generated a cost-covering income.

Why Do The Ultra-Wealthy Use Private Banks?

Private banks offer concierge-style services, meaning that every time a client reaches out to their bank, they reach a personal account manager.

Female Advisors Are The Future Of Wealth Management

During the same period, nearly 40% of financial advisors are expected to retire.

Inflation, infrastructure and private equity – Q&A with Alexander Curry

The contractual framework of many infrastructure projects provides a degree of flexibility so as to permit rate changes where required to future proof such projects against interest rate rises and inflation.

An interview with Sally Jones-Evans: Breaking down barriers in the male-dominated world of finance

We spoke with her to find out what she had seen on her journey into senior management

The Road Ahead: Once More Unto the Breach, Dear Friends

Greater inflationary pressure, combined with a perceived lesser inclination to combat it, has been negative for the pound’s prospects, to say nothing of the return of Brexit risk, with the Northern Ireland protocol re-emerging as a Gordian knot.

Comment & Analysis