Managers of Wealth

Liontrust's Michaelis on ESG trust: 'There are very few trusts out there with similar offerings'

Celebrating first new UK product in seven years

Here’s how the growing wealth of women impacts business

“It’s estimated that about 70 percent of affluent-household investable assets are controlled by baby boomers,”

Review of the week: One-track mind

Inflation is all investors can think about right now, causing stock markets to wobble a bit. More focus should be on the steady march to recovery. There’s fun to be had.

Island destinations making the most of homeport opportunities

As is true of any cruise ship homeport, these islands hope to capitalize on pre- and post-cruise stays.

Earn 127% return from your fine wine cellar

This put wine second in the annual index behind Hermès handbags (17 per cent), and ahead of cars (6 per cent), watches (5 per cent) and art (down 11 per cent), which was hit by a collapse in global auctions during the pandemic.

Expert: Big Number of Isle of Man Offshore Bank Clients are Politicians

Economist Matthew Collin, used the data to draw conclusions about the types of people seeking offshore financial services and how well current methods of measuring wealth stored in tax havens are working.

Take Shelter 3.0 by Tim Price

If Take Shelter caught the spirit of the times in the years immediately after the Global Financial Crisis, on a third viewing (at least to this correspondent) it absolutely nails the current global dystopia, and how life feels after western governments ha

Darwin, Adaptation And The Success Of Your Financial Plan

Over time the world around you will change, and so will economic conditions such as inflation, tax laws, investment yields and even your own risk appetite.

Powering Conversational Business

Customers, shoppers, prospects, and leads want to communicate with businesses with the same ease and convenience that they experience when they talk to friends and family.

The billionaire boom: how the super-rich soaked up Covid cash

Pandemic stimulus has made the world’s wealthiest wealthier. Ruchir Sharma charts the rise of ‘good’ and ‘bad’ billionaires around the world

Eyeing up investment opportunities in hospitality

Challenging though the past year has been for the hospitality industry – which has probably suffered more than any other – the outlook is encouraging.

The Future of Business for the New Generation

Businesses can encourage a more convenient experience for all by matching new technology with intuitive practices.

How To Empower Digital Transformation In Your Organization

As the CEO, it’s your responsibility to embrace, encourage and lead the charge to transform your business.

Maintaining Momentum for Big Impact

Activity in the funds space over the past few months has been busy, to say the least!

The last thing the industry needs is another UK equity fund

Sanlam head of asset management on why the firm is building its thematic and specialist investment capability

Descending safely: Life after Libor - speech by Andrew Bailey

With banks moving to greater use of retail deposits and secured funding, rather than short-term wholesale interbank markets, Libor increased its reliance on transactions grounded in the commercial paper (CP) and certificates of deposit (CD) markets.

Doing business in the Netherlands

The country’s very stable political economy, highly educated workforce, extensive double tax treaties and pragmatic culture add to the country’s allure, especially for large and multinational companies.

Benefits of a modern tech stack in the wealth management industry

The slick digital experience presented by other industries means customers now expect the same from all providers, including wealth managers.

A fortress to protect wealth in all times

A leading independent wealth and asset manager founded in Switzerland in 1805, Pictet has helped clients including Asian families pass on their legacies through generations

Ex-Prudential adviser sets up UK wealth management firm

Being made redundant forced him ‘to take the leap’

Comment & Analysis