Managers of Wealth

“Excess” savings and the outlook for consumption

The Covid pandemic has been associated with a rise in savings rates across the world to exceptional levels. What are the prospects for consumer spending?

Sustainable investing – future-proofing your finances

ESG investing has been snowballing in the last decade and, in 2020, the number of investment funds focused on ESG more than doubled.

How Swiss asset managers opened their doors to Lex Greensill

Former GAM chief David Solo had a key role as supply-chain finance firm funded expansion

Universities With the Most Billionaire Alumni, 2021

The University of Pennsylvania tied with Stanford University for the No. 2 spots with 28 billionaire alumni, placing only behind Harvard University’s 29.

Increasing ‘once-off’ advice clients

They probably just need a bit of guidance and get guided in the right direction and go off try and do it themselves.

The Yachting Industry Is On Track For A Post-Pandemic Boom In 2021

The brokerage market climbed 45% in the first three months of 2021 compared to the same period the previous year, with brokerage sales in March alone rising 152%, buoyed by a wave of first-time buyers.

UBS Emerges Greener Than Credit Suisse

As a result, investors, regulators and the public would face difficulty in determining which lenders face the highest risks and are taking the most determined action.

Wealth Managers: The 3 Keys To An Elevated Client Experience

But now some recognizable names are offering a version of the above for less than you pay for your streaming television subscriptions, all while one of the most recognizable names in finance just announced the end of a sales practice for which it is legen

Follow The Money: Three Mega Trends Shaping The Impact Era

Then there’s an additional $US347 pumped into ESG-focused investment funds during the same pandemic-wrecked year.

President Biden Brings Another Bazooka

The package implies annual budget deficits of $1.3 trillion per annum up to 2030, wealth taxes notwithstanding.

Trends that will govern the regional wealth management space

Joshua Jahani, managing director of investment bank Jahani and Associates (J&A), provides an overview of the current wealth management landscape and evolving trends

Why women are key to sustainable investing …

Sustainable investing is an investment discipline that considers environmental, social and corporate governance (ESG) criteria to generate long-term competitive financial returns and positive societal impact.

A Spirit with Status: Everything You Need to Know About Collecting Rum

Savvy wine and whisky collectors are expanding their horizons—here’s why rum should be your next liquid asset

The Great Generational Digital Wealth Transfer by Alan Goodrich, ERI

The Private Banking sector has become an important participant in the post-trade world of securities settlement and clearing – a domain that is also on the verge of its own transformation, thanks to the introduction of blockchain techn

Sports and Philanthropy Top the Pursuits of the Wealthy

Writing, politics, and art round up the top 10, according to Wealth-X, a global information and insight provider on the wealthy.

PIMFA voices disappointment at fee approach for Appointed Representatives

It is the view of PIMFA that the proposals put forward in this consultation directly penalise firms which are, in theory, best placed to have effective supervisory models of their Appointed Representatives.

Nine Self-Made Female Rich-Listers

There are very few self-made women on the UK's Richest 250 list, with more women marrying onto the list than earning a place.

TISE lists more than 40% of UK REITs

The International Stock Exchange (TISE) is now the listing venue for more than 40% of all UK Real Estate Investment Trusts (REITs).

Switching to a New Market Phase

On the one hand, earnings expectations look relatively conservative given the strength of the recovery and could continue to be revised higher.

Three assets to benefit from the current 'knife-edge' markets

Markets have responded strongly ever since the announcement of successful vaccines against Covid-19.

Comment & Analysis