Managers of Wealth

Making the retirement dream a reality by St. James’s Place

How one St. James’s Place client found a path towards a comfortable future, thanks to the strong relationship they built with their financial adviser.

The start of a synchronised global recovery – seeing is believing

The pandemic and lockdowns exacerbated this trend.

Creating Wealth-Management Solutions For A Changed Market

R. Srikumar is Senior Vice President, Head Portfolio Group at Mphasis.

Chinese billionaire's net worth tumbles $10 bn after Archegos implosion

The billionaire's online tutoring firm, GSX Techedu Inc., has been battered in the stock market

How Companies Are Helping To Close The Racial Wealth Gap

The initiative provides companies a roadmap to drive real change, including establishing internal goals for hiring of Black talent and measuring progress, as well as pledging to set goals for spending with Black-owned businesses and investments with Black

Unlocking the retirement opportunity in a post-pandemic world

Life begins at retirement – investing to create impact for the older generation

Views From the Floor – You’ve Never Had It So Good…

The Harold Macmillan market: you’ve never had it so good?; and the anomalies in the gold price.

CBI/PwC Financial Services Survey

As optimism continues to grow, 2021 offers further opportunities to move forward and drive sustainable change.

Testing Times by Gary Dugan

This human tragedy has so far not affected the general performance of emerging markets.

Citi retail units seen fetching $6bn as sales kick off

Citigroup ultimately plans to exit retail-banking operations in Australia, Bahrain, China, India, Indonesia, South Korea, Malaysia, the Philippines, Poland, Russia, Taiwan, Thailand and Vietnam

UK banks are getting tough on crypto, but money-laundering rules are the real problem

Both Morgan Stanley and Goldman Sachs are now offering their wealth management clients the opportunity to invest in bitcoin.

How a Maltese ‘golden passports’ firm lays on VIP service to colourful list of clients

The special VIP guest wasn’t an EU chief or head of state.

The World’s Best Countries For Business For Non-European Investors, 2021

Europe dominates the upper ranks with 9 countries in the top 20.

Moving abroad: mistakes to avoid

Once you decide to relocate, your wealth should be structured to take account of the prevailing rules and laws in both your current and future jurisdictions.

Covid-19 shifts adviser recruitment from London to the regions

Regional recruitment is up and remote hiring could be here to stay according to recruitment consultancy BWD

Are the cost barriers-to-entry for wealth platforms falling?

Although still a challenge, as technology catches up with market requirements on both the client and provider side, wealth firms are now well positioned to introduce or add a platform without ‘breaking the bank.’

The Cayman Islands – advantages as an offshore jurisdiction

The Cayman Islands Monetary Authority (CIMA) supervises and regulates providers of a wide range of financial services, including banking, insurance and investment management.

Inflation reaches turning point, but BoE and investors shouldn't be concerned

Food and non-alcoholic beverages continue to drag inflation down.

The philosophy of water and a greener future

Water is behaving increasingly unpredictably under pressure from climate change.

UBS Global Wealth Management restructures regional business as it prepares to grow

The firm is moving away from its city focus in an attempt to reach more clients

Comment & Analysis