Managers of Wealth

EFG International: Gold and Basel III

Many commentators believe that the price of gold will soon rise due to the implementation of new rules on banks’ capital requirements under Basel III.

Johanna Kyrklund: why bitcoin reminds me of the office’s appeal

With the bulk of the UK's Covid restrictions being lifted today, I look forward to more time in the office learning from colleagues, particularly millennials.

What Is A Wealth Tax?

A wealth tax is usually based on a person’s total net worth.

Cryptocurrency boom has further to run, say professional investors

Market commentators are split on whether the cryptocurrency market is still in a bull run or heading for another so-called Crypto Winter bear run with prices tumbling.

What’s Missing in Your Digital Transformation Journey

Shortcomings in organizational culture are one of the main impediments to company success in the digital age.

This company sells passports to Americans looking for a tax break on their bitcoin profits

As the name suggests, Plan B Passport offers crypto-rich clients a path to a second passport in their pick of seven, mostly tropical, tax-haven states, all of which are exempt from capital gains taxes on crypto holdings.

First systematic review of spatial finance highlights potential of satellite data and A.I. for greening finance

This will lead to more targeted, proactive, and impactful engagements from financial institutions, governments, and NGOs with companies in these sectors."

North America’s best bank for wealth management 2021: UBS

During a turbulent year, the leading wealth management firm did not rest on its laurels, with a flurry of initiatives underlying its financial success.

8 ways to diversify your investments like the ultra-rich do

From luxury handbags to developing economies, the UHNWIs have a very strong investment portfolio, and they certainly don’t follow the herd.

‘Can-do’ attitude makes Guernsey a natural home for ILS innovation

The bonds were settled using Replexus’ unique ILS Blockchain.

Martin Gilbert: Adapt like ETFs, or get left behind

Mutual funds need to constantly innovate

Looking Under the Bonnet: Short-Term Strategies

Typical high frequency trading strategies (‘HFTs’) hold positions for minutes or less.

Time to circle the wagons and review your investment reporting process?

It may be that your firm has won a number of new mandates recently and the volume of reports being generated by the firm has increased substantially.

Why did Liontrust's ESG investment trust flop?

This is because as wealth management companies combine, the amounts of money managed by each business rises, and that by each individual wealth manager.

Will Europe’s asset managers defy the mantra that big is better?

As American investment groups rush into mergers, the pressure on European rivals to respond is growing

Is China the place for wealth managers to be?

International Adviser spoke to St James’s Place and DeVere Group about the country’s growing financial advice industry

2021 Fortune/Deloitte CEO Survey

The Chief Executive Program reveals CEO top priorities

UAE foundations - FAQs

A foundation can hold assets for distribution to the beneficiaries

Apex Group secures corporate ratings from Moody’s and S&P Global

The outlooks assigned by both agencies are stable, reflecting the expectation that Apex will be able to sustainably increase its revenue and profitability over the next 12-18 months through continued organic growth and the successful integration of recent

The modern law firm: Automated. Integrated. Digitized.

Healthy margins may have previously offset any urgency to advance from outdated, manual, paper-based processes, but the disruption caused by COVID-19 has accelerated these plans.

Comment & Analysis