Managers of Wealth

Emerging prudential lessons from the Covid stress

Speech given by Victoria Saporta, Executive Director of Prudential Policy

Coercion and coexistence: How El Salvador’s Bitcoin Law may change global finance

Lending pools, U.S. tax law and the World Bank all stand in the way of El Salvador’s move to adopt Bitcoin as legal tender. But in the end, the world’s first digital currency may win.

Fantastic beasts and how to make them

During that time I’ve met loads of excellent people and known a lot of firms but I’ve seen remarkably few where I would consider being a loyal customer, and a shareholder.

The New Customer Relationship in Wealth Management

These interactions are captured digitally, providing volumes of data which can be used to identify services and opportunities specific to my needs; “good, personalised service” dead not dead, it has just become digital.

British Expats Abandoned by Financial Adviser and banks over brexit rules

Many expats who have been affected by the changes to advisory and banking rules have sought alternatives with providers that already operate under pan-European rules in order to have a continuity of service and to sidestep avoidable problems.

WealthTech Spotlight: In discussion with Alt/Ave

Chris chats to us about his background and reasons for setting up ALT/AVE, his team, the offering the firm has brought to market and its benefits, why it was built on Blockchain, their target market and more.

EFG International: Gold and Basel III

Many commentators believe that the price of gold will soon rise due to the implementation of new rules on banks’ capital requirements under Basel III.

Johanna Kyrklund: why bitcoin reminds me of the office’s appeal

With the bulk of the UK's Covid restrictions being lifted today, I look forward to more time in the office learning from colleagues, particularly millennials.

What Is A Wealth Tax?

A wealth tax is usually based on a person’s total net worth.

Cryptocurrency boom has further to run, say professional investors

Market commentators are split on whether the cryptocurrency market is still in a bull run or heading for another so-called Crypto Winter bear run with prices tumbling.

What’s Missing in Your Digital Transformation Journey

Shortcomings in organizational culture are one of the main impediments to company success in the digital age.

This company sells passports to Americans looking for a tax break on their bitcoin profits

As the name suggests, Plan B Passport offers crypto-rich clients a path to a second passport in their pick of seven, mostly tropical, tax-haven states, all of which are exempt from capital gains taxes on crypto holdings.

First systematic review of spatial finance highlights potential of satellite data and A.I. for greening finance

This will lead to more targeted, proactive, and impactful engagements from financial institutions, governments, and NGOs with companies in these sectors."

North America’s best bank for wealth management 2021: UBS

During a turbulent year, the leading wealth management firm did not rest on its laurels, with a flurry of initiatives underlying its financial success.

8 ways to diversify your investments like the ultra-rich do

From luxury handbags to developing economies, the UHNWIs have a very strong investment portfolio, and they certainly don’t follow the herd.

‘Can-do’ attitude makes Guernsey a natural home for ILS innovation

The bonds were settled using Replexus’ unique ILS Blockchain.

Martin Gilbert: Adapt like ETFs, or get left behind

Mutual funds need to constantly innovate

Looking Under the Bonnet: Short-Term Strategies

Typical high frequency trading strategies (‘HFTs’) hold positions for minutes or less.

Time to circle the wagons and review your investment reporting process?

It may be that your firm has won a number of new mandates recently and the volume of reports being generated by the firm has increased substantially.

Why did Liontrust's ESG investment trust flop?

This is because as wealth management companies combine, the amounts of money managed by each business rises, and that by each individual wealth manager.

Comment & Analysis