Managers of Wealth

The rise of Financial Coaching

This brings us to the investment proposition and the governance process surrounding that proposition.

Want greater psychological safety and better chairing in your boardroom? Try investing in team alignment, new report finds

Boardroom dynamics play a crucial role too so it is troubling to think that so few boards are truly challenging the status quo.

Instant Payments: Innovating the Way We Pay

The real-time sense of a credit card payment was an illusion, experienced solely on the client’s side.

People power: wealth management’s most valuable commodity, and how technology is holding it back

The wealth management industry wholeheartedly embraced new ways of working, bringing an industry that is notoriously steeped in tradition and the currency of relationships eons into the future in the process.

Banking on Diamonds

Having improved its creditworthiness before and during the pandemic, the industry is learning to rely less on its lenders.

Touching New Heights

A potential hike in US taxes and elevated valuations are risks that have been well-flagged and probably priced in, however, a sooner than expected move by the Fed is a key risk to watch out for.

Playing to strengths – How can technology and people work best together?

Article based on TWM’s webinar on moving from people vs tech to people & tech

Democratizing Wealth Management

Digitalization is helping to democratize wealth management by making it more affordable and easier accessible for a larger portion of the population.

The global tax agreement is ‘historic’ – but for all the wrong reasons

The idea of a minimum corporation tax has been knocking around for quite some time, not least in the EU.

Towards the New Normal, Chapter One: React

No one imagined at the time that it would last so long and that it would mark a momentous change.

HNW investors seek greater role in driving social change

Financial anxiety remains high in Asia-Pacific despite vaccine rollout

Why Bitcoin's wild ride bodes well for the future of digital cash

Digital cash with in-built, self-executing software code will alter the future of money in a way that cryptocurrencies never could

The future of wealth management is hyper-personalisation, says Objectway survey

The paper illustrates interesting findings on the applications of hyper-personalised services in Wealth Management

Ruffer looks to Europe for growth

They added this growth spurt should see a rise in eurozone bond yields, a stronger euro, weaker dollar and strong performance from European financials.

Credit bracing for higher inflation By Gary Dugan

We see further pipeline inflation pressures.

EY survey finds one in five Canadian investors plan to switch wealth management firms

Canadian investors value products and services above all other aspects of their provider's approach and an increasing number of investors in Canada are interested in accessing a greater range of products.

Mediterranean retirement only for the ‘above-average wealthy’

Securing immigration documents, a translator and private insurance will require ‘more cash’ then before

Highly Effective Business Success Tips From Elon Musk For CEOs And Business Leaders

So, it is worth pointing out some advice from Elon Musk for business success.

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

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