Managers of Wealth

When rich people divorce: what does the future hold for Bill and Melinda Gates?

The pair’s split has been the subject of fevered press scrutiny – and claims of Bill’s links to Jeffrey Epstein has fed the frenzy

Faith-based investing getting popular

As with investing with environmental, social and governance criteria, faith-based investing allows people to adhere to the tenets of their faith while still having a diversified portfolio, albeit with some exceptions.

The tried and tested route into Europe post-Brexit

Guernsey has often watched – with a calm detachment – the waxing and waning of the UK’s mercurial relationship with the European institutions over half a century.

HSBC CEO says Bitcoin not for us

Bitcoin traded at $34,464 on Monday, down nearly 50% in just 40 days from its year high of $64,895 on April 14.

AI won't replace investment managers, but it could improve returns

Traditional market capitalization-weighted indices – like mutual funds or exchange-traded funds – have also grown over the last five years.

Cryptic Markets

At the end of the week, the authorities cracked down still further on the mining and trading of Bitcoin.

The postpandemic future of work: Hybrid, remote, and what’s ahead

How will COVID-19’s lasting effects shape what’s ahead?

Race to Bermuda, 2021 Spirit of Bermuda Charity Rally/Race announced

Start from New England or Chesapeake Bay entrance

The big long by Brown Shipley

The pandemic has turbocharged a range of pre-existing trends that are changing the way of doing things across many economies.

RBC Wealth Management’s HRD: ‘Home working will not replace the office’

HR leaders put in long, difficult, hours to help businesses pivot their strategy in response to the virus – learning a myriad of lessons along the way.

Wealth Management M&A Frenzy Continues: What are the Technology Implications?

Agreement on operational platforms should be established as early as possible, not least because those choices directly determine synergies and integration costs and influence ultimate deal value.

Putting to Rest the Myths About Offshore Banking

Offshore banks don’t box out the middle class.

Wealth Management: Using a conversational approach to attract and win clients.

Traditional forms of wealth management use face-to-face engagement when managing client relationships.

‘AML is the least effective anti-crime measure anywhere, ever’

He is currently working on a book that he believes will indicate pathways to better outcomes, reducing the social and economic harm caused by serious crime, while at the same time cutting regulatory and compliance costs.

Three questions on the outlook for banking

After unprecedented fiscal and monetary intervention mitigated an extreme economic fallout, there are clear signs of recovery, and in some parts of the world, growth is even exceeding previous forecasts.

5 reasons venture debt will go through the roof in the next 3 years

That hasn’t stopped venture debt from substantially growing its market share of the start-up ecosystem.

Global real estate investment proves resilient, yet uneven, in Q1 2021

Investors are accelerating their focus on portfolio diversification into logistics and multifamily assets. Across Europe, logistics posted its strongest first quarter on record with nearly €10 billion transacted, while investment in multifamily asse

Save money by investing in digitalisation

This means digitalisation must be high up on the C-level agenda and gain buy-in with leadership via a convincing business case.

Let the music play: Seven WMs look forward to office returns

Bouncing ideas around, an improved work-life balance and barista coffee are all among the reasons our readers are happy to be returning to the commuting life.

Top 10 Most Influential Women in Wealth Management

Barron’s master list is made up of top executives at some of the nation’s largest banks and brokerages, investment managers and securities analysts, and public servants and policy makers.

Comment & Analysis