Managers of Wealth

Why won’t wealth firms discuss complaints?

A recent report found that nearly one in five clients switched firms after poor complaints handling, but few want to speak about processes.

Eurozone PMIs: Weak start to Q3 does not bode well for recovery

Similar to last months, activity in the eurozone services sector remained firmly in expansionary territory but did slow in pace.

Leonteq publishes half-year 2024 results

After more than six years as CEO, Leonteq founding shareholder Lukas Ruflin has announced his intention to step down from his role once a successor has been appointed.

The Henley Passport Index

2024 Global Ranking

Private Banks Call For Trimmed «Trump Trades»

Following the withdrawal of Joe Biden from the US presidential race, market watchers are prescribing a lower level of certainty that the Republicans will win both the White House and Congress.

Japan's cash-rich companies: harnessing corporate reforms

Exploring hidden opportunities amid a push for more active cash use

Study reveals support from institutional investors and wealth managers for tokenisation is building but distribution remains a concern

The study with organisations invested in the digital assets sector found 75% expect more fund managers to look at the potential for tokenisation

Expected Drop in Interest Rates Fuels Wealth Management M&A

An Echelon Partners report showed robust activity in mergers and acquisition in Q2.

Charities Reflections on women and philanthropy

There are well-known examples in the USA of women who have become prominent philanthropists after careers defined in the technology sector.

Luxury goes local: How luxury brands are winning over audiences by going hyperlocal

Hyperlocal marketing allows luxury brands to achieve exactly that.

The Terrible Allure Of ‘Noptimism’

“Asset and wealth managers – and their clients – need to be prepared for some of the most important changes for a generation.”

High-net-worth investors seek enhanced returns in a risky world

At the same time, this group is always looking for innovative ways to maintain control over their investments, supported by personal or general financial advice.

Next generation determined to make philanthropy more effective

Their willingness to learn and collaborate with peers, as well as an interest in exploring innovative philanthropy structures, shows desire to make philanthropic work more effective.

Advisers need to teach clients about their ‘relationship to money’

That level may vary throughout the day, but in general, people have a standard level of happiness in their mood.

Unity, sustainability, legacy: sports ‘super summer’ draws parallels between Olympic House and 1Roof

The ancient and modern Olympics are also linked by the international renown of their buildings.

Entrepreneurs: here's how to take advantage of the tax benefits of supplementary pension planning

The reasoning is not incorrect, but we regularly see that in time it can produce some quite nasty surprises.

Envestnet 2024 Advisor Survey Highlights What's Top Of Mind For Advisors As They Future-proof Their Business

Opportunities Include Offering Holistic Advice, A Fee-Based Future, All-In-One WealthTech, And Tackling The Organic Growth Imperative

Finnish ex-premier addresses UBP clients

This experience and her easy manner made for a compelling address which engrossed the audience.

Elections: Down and Out in Paris and London

The new UK administration should provide the country with more predictable policymaking thanks to the government’s large parliamentary majority.

Bank of Singapore's Jason Moo: 'We’re going counter-cyclical'

In the latest CEO Captain series, Citywire Asia sits down with private banking veteran and CEO of Bank of Singapore to understand the changes he made to get the bank to where it is now and his next steps.

Comment & Analysis