Managers of Wealth

Playing to strengths – How can technology and people work best together?

Article based on TWM’s webinar on moving from people vs tech to people & tech

Democratizing Wealth Management

Digitalization is helping to democratize wealth management by making it more affordable and easier accessible for a larger portion of the population.

The global tax agreement is ‘historic’ – but for all the wrong reasons

The idea of a minimum corporation tax has been knocking around for quite some time, not least in the EU.

Towards the New Normal, Chapter One: React

No one imagined at the time that it would last so long and that it would mark a momentous change.

HNW investors seek greater role in driving social change

Financial anxiety remains high in Asia-Pacific despite vaccine rollout

Why Bitcoin's wild ride bodes well for the future of digital cash

Digital cash with in-built, self-executing software code will alter the future of money in a way that cryptocurrencies never could

The future of wealth management is hyper-personalisation, says Objectway survey

The paper illustrates interesting findings on the applications of hyper-personalised services in Wealth Management

Ruffer looks to Europe for growth

They added this growth spurt should see a rise in eurozone bond yields, a stronger euro, weaker dollar and strong performance from European financials.

Credit bracing for higher inflation By Gary Dugan

We see further pipeline inflation pressures.

EY survey finds one in five Canadian investors plan to switch wealth management firms

Canadian investors value products and services above all other aspects of their provider's approach and an increasing number of investors in Canada are interested in accessing a greater range of products.

Mediterranean retirement only for the ‘above-average wealthy’

Securing immigration documents, a translator and private insurance will require ‘more cash’ then before

Highly Effective Business Success Tips From Elon Musk For CEOs And Business Leaders

So, it is worth pointing out some advice from Elon Musk for business success.

Most inspirational women CEOs leading listed companies on the Stock Exchange, 2021

In this article, we present ten female CEOs with significant qualifications.

Why financial planning is not only for the rich

It can potentially grow your money and assets over time and help build a consistent flow of income

Rich epiphany or virtue rewarded? :Mike Dolan

The survey showed 68% want to make more of a difference in the world

Wealth Managers Hidden Lead Over Robinhood

Judging by the frenzied retail trading activity on the platform over lockdown – including the GameStop GME -8.5% and Dogecoin manias – audiences are listening.

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

Most advisers predict an increase in business and clients over the next 12 months

More generally, most advisers are fairly confident

The post-Covid unknowns that could rock markets

Investors must prepare for change at every turn

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.

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