Managers of Wealth

WealthTech Views RegTech Report: The view from InvestCloud

Article from The Wealth Mosaic's WealthTech Views RegTech Report. Written by Alessandro Tonchia, Head of Strategy at InvestCloud Private Banking & Wealth

UAE’s rich see their wealth grow to $600b despite the pandemic

Half of country’s wealth is owned by individuals whose networth exceeds $5 million

New heights: US M&A H1 2021

US M&A set a new record for value in H1 2021—and nearly surpassed the full-year figure for 2020

The Greek real estate migration investment locations offering the most choice to investors

With stunning landscapes, an impeccable climate, and an incredibly high standard of schooling and education, investors from across the world are looking to become residents of Greece because it offers great and varied benefits for the whole family.

Six Olympic Athletes Burned into the Fabric of Sport and Culture

As the Summer Games in Tokyo are underway, and creating new heroes, here are the athletes who achieved Olympic greatness and helped change the world

The best kept secret in investment by Tim Price

There is a reason for their longevity in practising the strategy.

Making Sense of China

China would ultimately remain on a capitalist path where profit was omnipotent – that has clearly not been the case.

Are asset managers long on plans, short on action in data science?

Survey finds nearly all investment managers focusing on data and analytics to improve outcomes, but most lagging in capabilities

HMRC’s review of Family Investment Companies and their use for wealth planning

Whilst so far there have not been any significant changes to the taxation of FICs, we may see new anti-avoidance rules in the future.

Fault Lines Widen in the Global Recovery

Recent price pressures for the most part reflect unusual pandemic-related developments and transitory supply-demand mismatches.

All stations go – or not? Why activity is not necessarily productivity

The first requirement is to slow down! This may be counter intuitive but is critical to success.

Stories of success: Annabelle Bond

The motivation for these extreme physical challenges comes from her profound love of adventure.

Swiss Re Swings to Profit

Excluding COVID-19-related losses, Swiss Re’s net income was USD 1.7 billion, compared with USD 865 million in the same period of the prior year.

Swiss National Bank First Half Profit Increases Significantly

The SNB’s financial result depends largely on developments in the gold, foreign exchange and capital markets.

PIMFA welcomes Government moves to improve fraud reporting

Fraud is the most prolific crime in Britain today, yet efforts to combat it have been woefully under resourced for many years.

The Fear Of Fear

Certainly, the recent very low yields in the US government bond market and the strength of the US dollar seem to square with this fear of fear.

Guernsey's place in the world

Guernsey has unchanged and unrivalled global market access, including the UK and Europe, following Brexit.

What’s on the digital horizon for wealth management?

These trends accelerated digitalisation across financial institutions, including the wealth management sector.

Non-dom reforms a 'damp squib' - Quilter

Rather than increasing the tax take, the number of non-doms has collapsed by 58% since 2015/16 and the tax take for non-domiciles has reduced.

These 3 Overemphasized Factors Can Impede Your Quest For Financial Independence

You have your own definition of financial independence for one very good reason: it means something different to everyone.

Comment & Analysis