Managers of Wealth

The Big Question: Can Financial Elites Serve the Public Good?

A Q&A with author Zachary Karabell on how Brown Brothers Harriman shaped America’s economic history and what today’s business leaders can learn from it.

China Tops List of Countries For Most Millionaires Moving Abroad

Turkey, the UK, France, Brazil, Saudi Arabia, and Indonesia came in the top ten countries to lose more millionaires.

Artificial Intelligence Accelerates Transformation in Wealth

How Predictive Analytics Can Deliver Results—in 90 Days or Less.

What does sluggish emerging market growth mean for investors? - Schroders

It’s important to look beyond the lacklustre headline figures to understand the differing macroeconomic dynamics in emerging economies.

Hong Kong’s banking sector showed resilience in 2020 as total assets grew, finds KPMG

Wealth Management Connect seen as first step toward wider cross-border opportunities.

Swiss Banks on Track for Record Profits

Even asset manager Bellevue’s shares are at their highest in 10 years.

Swiss banks boost capital bases despite coronavirus crisis

The pandemic has shown once again that massive shocks and unexpected spikes in uncertainty are a recurring feature of the banking sector.

Orion Advisor Solutions Breaks New Ground

Advisor tech gets a behavioral boost, embedding the science of psychology into everyday workflows and tools

Swiss Banks With First Job Growth in a Decade

Female representation in banking remained unchanged in 2020

Top Burgundy wines can break the bank

In 2013, Singapore-based wine distributor Wein & Vin conducted a blind tasting for 50 wine professionals and private customers at Taberna wine bar.

AI for asset and wealth managers: Industry priorities and delivering benefits

The overwhelming majority of asset managers who have invested in AI are already reporting real-world benefits: improved decision-making, product and service innovation, better customer experiences and reduced risks top the list.

London the globe's top city to live and work for ultra rich

As a result it is repeatedly ranked as one of the best placed to live and work for the world’s ultra-wealthy individuals.

The Synergies Between Avaloq and NEC

Avaloq’s mission is “to reinvent finance for the people and make a difference in society,” while NEC sets out to “orchestrate a brighter world.

What the Nutmeg acquisition means for the future of advice

While robo-advisers' client base remains very different from IFAs' own, Sam Turner, senior consultant at Altus Consulting, said the takeover spoke to a change in advice expectations.

ERI’s John Shegerian Calls ESG ‘the Greatest Investment Trend of Our Generation’

Shegerian Applauds and Concurs with Citi’s Projections in CNBC Interview

Post-reopening inflation: a persistent risk? - Lombard Odier

In fact, the strength of the unfolding recovery is leading to an intense debate about the risk of “overheating”.

BCG CEO Rich Lesser Named the Top CEO for Large US Companies by Glassdoor

Approval Rating of 99% by BCG Employees Helps Drive Number One Position in Annual Rankings from One of the World’s Largest Job and Recruiting Sites

It’s a kind of magic by Tim Price

The secret to all ‘magic’ is misdirection.

Adam Reynolds: «Very Difficult for Banks to Go Full On Into Crypto»

But for global banks, Saxo Market’s Asia Pacific chief executive Adam Reynolds reckons that their entry into the emerging digital asset class will remain limited, at least in the initial stages.

Hyper-Personalisation: A Real Differentiator Between Firms

The short answer is no but it can certainly go a long way to enabling it.

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