Managers of Wealth

How to invest your first 5k in the whisky market

Alistair Moncrieff, managing partner at Whisky Investment Partners explains how an investor could take their first steps into investing in whisky.

Successful advice firms will need new operating model

The new models will be underpinned by technology aimed at streamlining processes and creating more efficiencies.

2022 tech trends for private wealth firms

This technology is also being used to ease the burden of new regulation around advice fee consent and design & distribution obligations (DDO).

When a great idea doesn’t make a great investment

The pandemic made heroes of certain companies

One year of CSX: Best-known Swiss brand for digital banking in Switzerland – user figures testify to successful establishment in the market

The total volume of assets held with CSX now amounts to more than CHF 1 billion.

Largest number of HNW’s relocating to the UK last year came from China

Boodle Hatfield says that the existing international make-up of London also acts a magnet to other mobile HNWs.

At Credit Suisse, Long-Time Survivor Stands Out

Much of the power behind the squad comes from Credit Suisse’s ultimate survivor: finance chief David Mathers.

Investors can make large sports events more sustainable

Sports events are not just affected by the climate but have an effect on the climate too.

EuroMillions jackpot winner could double his money with clever investment scheme

£105million jackpot in a trust run by the Queen’s bank, Coutts & Co.

Is two-headed leadership a realistic option for family companies?

Two-headed leadership is often the formula chosen by second and third generations to oversee and run a family company.

Independent Digital Ecosystems Are the Future of Wealth Management

A new approach is needed for the creation of digital ecosystems, one where advisors can design and host them.

BlackRock expects sustainability to influence how future investment portfolios shape up

Importance of sustainable transition in investment decisions will continue to grow as it is 'very central to the way most investors are thinking', BlackRock’s head of EMEA says

A Partnership Delivering Value

One of the key messages to emerge from our ‘Global Jersey: International Perspectives’ online event series back in the summer was just how important the joined-up connectivity is that Jersey offers as an IFC.

Don’t let inflation and stealth erode your wealth

While increases in headline rates of tax are unambiguous and attract easy headlines, the adjustment of tax-free allowances and starting rates for tax bands by the government, so as to raise taxes, somehow seems to slip under the mainstream radar.

Firms are focused on increasing flexibility and reducing costs to drive efficiency

One way is through automating manual processes.

Property tax concerns for China’s homeowners, buyers amid Xi Jinping’s common prosperity drive

China’s property tax plan is part of Xi Jinping’s so-called common prosperity campaign to redistribute wealth and to address widening social inequality

Popularity of crypto funds sparks growing interest from managers

Fidelity, UBS and State Street are the latest to say they are scrutinising the crypto fund space

What role can private markets play in a total-portfolio strategy?

But with that power comes complexity, particularly in the form of the different types of risks to consider.

Qatar’s multibillion-dollar World Cup signifies shifts in wealth and power

Now, with one year on Sunday to go before the tournament kicks off, football and the world are much more familiar with the name Qatar, which in itself can be seen as fulfilling a key aim of the bid.

UBS foreign chair ticks more boxes than Deutsche’s

Kelleher has the right résumé for the world’s largest wealth manager.

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