Managers of Wealth

Most inspirational women CEOs leading listed companies on the Stock Exchange, 2021

In this article, we present ten female CEOs with significant qualifications.

Why financial planning is not only for the rich

It can potentially grow your money and assets over time and help build a consistent flow of income

Rich epiphany or virtue rewarded? :Mike Dolan

The survey showed 68% want to make more of a difference in the world

Wealth Managers Hidden Lead Over Robinhood

Judging by the frenzied retail trading activity on the platform over lockdown – including the GameStop GME -8.5% and Dogecoin manias – audiences are listening.

How to preserve wealth for future generations

With the largest ever intergenerational wealth transfer on the horizon, families need to strategically plan how to transfer their legacies

Most advisers predict an increase in business and clients over the next 12 months

More generally, most advisers are fairly confident

The post-Covid unknowns that could rock markets

Investors must prepare for change at every turn

Effective change – the importance of aligning strategy, culture and compensation

Since human capital is usually the most valuable asset of most asset managers, this damage can easily outweigh the short-term financial benefits that might accrue as a result of a change to incentives.

Investing in Human Capital, A new Megatrend

These long-term challenges can be met by developing and protecting human capital in a lasting manner.

Seven themes to emerge in the wake of Covid-19

Many clients brought up the topic of their social capital and how they could help their local and global communities and charities.

Has the pandemic changed the way we manage investments?

40% admit that nurturing a strong culture for change and embracing new ways of working are challenges.

Credit Suisse Failed to Learn GAM's Supply Chain Lesson

As a result, Credit Suisse, one of the biggest distributors of GAM’s funds, put the brakes on the relationship immediately.

Little by little, we went insane by Tim Price

Numerous members of the crew went down with tropical diseases

“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.

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