06/04/2021
How to preserve wealth for future generations
With the largest ever intergenerational wealth transfer on the horizon, families need to strategically plan how to transfer their legacies
06/03/2021
Most advisers predict an increase in business and clients over the next 12 months
More generally, most advisers are fairly confident
06/03/2021
The post-Covid unknowns that could rock markets
Investors must prepare for change at every turn
06/03/2021
Effective change – the importance of aligning strategy, culture and compensation
Since human capital is usually the most valuable asset of most asset managers, this damage can easily outweigh the short-term financial benefits that might accrue as a result of a change to incentives.
06/03/2021
These long-term challenges can be met by developing and protecting human capital in a lasting manner.
06/02/2021
Many clients brought up the topic of their social capital and how they could help their local and global communities and charities.
06/02/2021
40% admit that nurturing a strong culture for change and embracing new ways of working are challenges.
06/02/2021
As a result, Credit Suisse, one of the biggest distributors of GAM’s funds, put the brakes on the relationship immediately.
06/02/2021
Numerous members of the crew went down with tropical diseases
06/02/2021
The Covid pandemic has been associated with a rise in savings rates across the world to exceptional levels. What are the prospects for consumer spending?
06/01/2021
ESG investing has been snowballing in the last decade and, in 2020, the number of investment funds focused on ESG more than doubled.
06/01/2021
Former GAM chief David Solo had a key role as supply-chain finance firm funded expansion
06/01/2021
The University of Pennsylvania tied with Stanford University for the No. 2 spots with 28 billionaire alumni, placing only behind Harvard University’s 29.
06/01/2021
They probably just need a bit of guidance and get guided in the right direction and go off try and do it themselves.
06/01/2021
The brokerage market climbed 45% in the first three months of 2021 compared to the same period the previous year, with brokerage sales in March alone rising 152%, buoyed by a wave of first-time buyers.
06/01/2021
As a result, investors, regulators and the public would face difficulty in determining which lenders face the highest risks and are taking the most determined action.
05/31/2021
But now some recognizable names are offering a version of the above for less than you pay for your streaming television subscriptions, all while one of the most recognizable names in finance just announced the end of a sales practice for which it is legen
05/31/2021
Then there’s an additional $US347 pumped into ESG-focused investment funds during the same pandemic-wrecked year.
05/31/2021
The package implies annual budget deficits of $1.3 trillion per annum up to 2030, wealth taxes notwithstanding.
05/30/2021
Joshua Jahani, managing director of investment bank Jahani and Associates (J&A), provides an overview of the current wealth management landscape and evolving trends