Managers of Wealth

6 Questions for Jennifer Wines of Fidelity Private Wealth Management

“Decentralization, to me, means the distribution of power. [...] This ends up activating more people and potential than is possible with centralization.”

Don’t ask “are we there yet?” but rather “where to from here?”

This week will have plenty of things to grab investors’ attention with three of six major US equity benchmarks having closed at record highs last week.

Forward Thinking on pandemic preparedness, climate risk, and Europe’s recovery with Guntram Wolff

In early 2021, he was appointed to a new G-20 panel on pandemic prevention, preparedness, and response.

How to get the most value out of M&A

Deal value was up more than 300 percent in the first half of 2021, according to some sources

Urbanisation and the ‘economy of living’

The world's 100 largest cities, where one-fifth of the world population already lives, are set to swell further.

Digital change: the magic solution?

The take up for this is very encouraging and firms have seen a significant improvement in client satisfaction as a result.

Facing up to the UK’s post-pandemic, post-Brexit challenges

When the Chancellor Rishi Sunak unveils the UK’s next budget on 27 October, the Treasury is expected to cut spending on government

Ranking: How Swiss banks live up to their ideals

The balance between a good cause and the naked return has always been the core problem of responsible investing.

Moving into ETFs: The Growing Conversion Trend

These elements can help managers wanting to scale up and grow, in addition to our ability to stay apace with the regulations.

COVID-19: Technology Adoption and Adaptation

This rapid technological adoption also changed the way businesses operate. HR transformation is a good example whereby onboarding, training, and salary were digitised to match the workforce realities during the pandemic.

Tax deductions: how to optimise Pillar 2 buybacks

The principle behind buybacks is the ability to "catch up" on missed contributions.

Why do people invest?

A look at the fundamentals of investor behaviour across Europe and Asia

Labuan IBFC to be Asia’s Leading Digital-Based Financial Gateway with Islamic Finance Capabilities

The DFS in Labuan IBFC is continually growing in recognition of the progressive approach that the centre has taken in embracing the digital revolution

Digitalisation – the role of hybrid servicing

In the first in a series of blogs on the strategic imperatives driving digitalisation, we’d like to focus on the role of hybrid servicing.

Gaining a holistic view of your firm’s CLM requirements

The challenge with that is that the edges of onboarding – the bit that happens before and the bit that happens afterwards – are fundamentally connected.

Stonehage Fleming: Quarterly Investment letter

The threat of persistent ‘stagflation’, when weak economic growth combines with high inflation, has pushed bond yields higher and rattled investors’ nerves.

London Calling: The City Holds Its Own as a Listing Venue for Q3

Stories of London’s demise as an IPO venue appear to be greatly exaggerated.

Bloomberg Wealth: Bitcoin’s Future Just Got a Lot Brighter

Its price shot up so fast that at one point, its value increased more than a thousand dollars in a minute.

Operational Resilience: is the UK financial sector ready?

The aim of this regulation is to ensure that the sector is able to prevent, adapt, respond to, recover

Inflation Taxing Bond Investors

Equities returned over 2% on the week, but short-dated bond yields rose nearly 10bps.

Comment & Analysis