Managers of Wealth

What tricks will stick as asset managers head back to the office?

This helped to accelerate digital adoption and focus minds on ‘burning platforms’ that needed addressing most.

Capital markets investors predict more airline bailouts and insolvencies

The majority (57%) of respondents believe that private equity will target the airline sector as a corporate recovery play over the next 12 months.

The impact on philanthropy and charities when ultra-wealthy divorce

This remains the case unless and until those assets have been specifically ringfenced for charitable purposes, for example if they are held within a family trust.

How technology is putting private markets within reach of HNW clients

But in addition to recent revised SEC criteria for accredited investors, improved technology and pandemic-driven industry changes are driving an evolution in the alternative investment industry, resulting in expanded access to private equity and other pri

Market due for high next month: Wealth Within

The US market is just finishing its reporting season with over 80% of companies announcing improved results and I suspect we will follow suit.

Tech myths your firm should ditch

Article from The Wealth Mosaic's APAC Wealth Technology Landscape Report (2021). Written by Adrian Johnstone, Co-founder & Chief Commercial Officer at Practifi

Much to Ponder on, particularly in China

The reforms potentially leave Chinese equity markets in no man’s land.

Diary of a Fund Manager - Half Time

August is a chance to decide on the priorities for the rest of the year and the year after which is why September and October can be volatile.

Philanthropy 2021: 'Doing Better at Doing Good'

Many philanthropic funders rose to the occasion and expanded their grants programmes to accommodate the uncertainty and increasing need.

Fintech Experts Warn Against CBDC Overhype

But while it may be prudent to conduct due diligence exercises to understand new developments, it may not necessarily be sound for everyone to act on such information.

Swiss financial center: vaccination incentives instead of compulsion

Most financial institutions in Switzerland don't seem to be in a particularly hurry to get their employees back into the office.

Swiss Finance is Laid Back on Return to Office

As a result, none of them said they had specific measures in place to entice people back onto company premises.

How can you manage compliance more effectively in wealth management?

Wealth management advisors are investment management experts, not compliance administrators – and it needs to remain that way.

The crypto ‘wild west’ needs a good sheriff

Investors can take their own risks but should receive what they were promised

Why Every Executive Should Be Focusing on Culture Change Now

To make transformation a reality in their businesses post-pandemic, leaders must build a strong culture to support it.

Global wealth industry can no longer ignore female investors

Latest figures suggest women will collectively hold $93trn by 2023

Navigating the complexities of 18f-4 compliance

The new implementation will allow for the use of derivatives, albeit with restrictions, new reporting capabilities and implementation of a more robust risk management framework.

Wealth Management Review 2021 – Sector Transformation

This 34-page whitepaper analyses survey findings from over 120 senior executives from UK wealth managers on the sector’s transformation in 2021.

Are NFTs being used for money laundering? Yes they are, claims Mr. Whale

NFT’s could be a vehicle to legitimize ill-gotten gains for the crypto elite.

Digital entrants increase competition for mass affluent individuals, says GlobalData

In both Europe and the Americas, traditional banks, brokers, and financial advisors are preferred by most mass affluent individuals.

Comment & Analysis