Managers of Wealth

Surge of interest in Guernsey for pension longevity risk transfer deals

A captive solution can also be a stepping stone towards purchasing a bulk annuity at a later date, and this has happened with some Guernsey deals.

How a crisis creates so many billionaires

This was the highest number in history, and it came down to a new billionaire emerging every 17 hours in 2020.

Who wants to drink like a millionaire?

It would be unimaginable for young wine-trade folk to open current vintages of some of the bottles we did then.

In case you missed it: UK fund manager interviews

A round-up of our recent interviews with our UK equity fund managers, where they have discussed some of the opportunities available to investors in UK businesses, as well as how recent events shape the outlook for the UK market.

Indian Millionaires Are Investing in Second Citizenship and Moving Abroad

During the pandemic, forty Indians entered the billionaires' club to take the number of those in the coveted list to 177 people.

Brexit & The City: The Impact So Far

This report provides the most comprehensive picture yet of the impact of Brexit on the banking and finance industry in the UK and the emerging post-Brexit landscape of financial centres across the EU.

Europe's wealthy are falling behind — London just dropped out of the top 10 cities for very high net worth individuals

London's drop on the VHNW list is another potential signal of its uncertain future as a financial hub

For Credit Suisse, More Pain Seen Ahead

Everyone is angry – shareholders robbed of most of their promised dividend, employees lifted of their bonuses, and regulators, who have apparently gone unheeded.

With Disruption Everywhere, Here’s What Advisory Firms Should Prioritize

Some considerations to maintain resiliency are through diversity, redundancy, and flexibility.

Will Credit Suisse's Clients Remain Loyal?

The odds of tracking client behavior from outside are limited, but net new money is an indicator.

UK family businesses risk falling behind on ESG, according to PwC survey

he survey reveals 79% of respondents in mainland China, 78% in Japan and 49% globally report ‘putting sustainability at the heart of everything we do’ compared to 39% in the UK.

Japan Has the Most Powerful Passport but Only in a Post-Pandemic World

As has been the case for most of the index’s 16-year history, the majority of the remaining top 10 spots are held by EU countries.

CFOs in Global Survey Reveal Pandemic Has Fundamentally Altered How They Hire and Manage Their Workforce

Sixty-five percent of Asia-Pacific respondents indicated that they expect to exceed goals and expectations for 2021, compared to 46% for UK and 47% for North America

Millennials Make Their Mark, Highlighting a Big Shift in the Investing Landscape According to New Broadridge Study

Widest data study ever of the retail investment marketplace delivers unprecedented evidence-based insights into investors' purchase of U.S. equities, mutual funds and ETFs

HNWs change views on advice

More than half of HNWs, 56%, are now open to receiving advice while 12 months ago only 40% were.

7% growth in global reinsurance capital, with signs of underlying combined ratio improvement: Willis Re

Willis Re’s Reinsurance Market Report tracks the capital and profitability of the global reinsurance industry.

Credit Suisse Has One Easy Card It Can Play

The bank has said it anticipates defaults on the $10 billion of supply-chain funds it ran with Greensill Capital, and that investors are likely to sue.

It’s a volatile time in wealth management right now, but I’ve never felt more secure at Fidelity. Here is why.

One such positive advocate for the sense of belonging and long-term commitment at Fidelity is Larysa, VP, Financial Consultant at a Fidelity Financial Planning office in Northern California.

Who's afraid of bond vigilantes?

Raising rates too soon would be a bigger threat.

How to be part of the rise of women’s wealth

How money confidence can help women to unlock their financial potential

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