Managers of Wealth

From the Retail Trading Frenzy to Growing ESG Trends, What Will be in Proxy Season 2021?

New survey from Broadridge unearths the sentiments of newer and younger retail investors

Edward Guinness: ‘We are very cautious on M&A as a way to add value’

Guinness AM CEO on the evolution of the business and its fund range, and harnessing the potential of technology

The psychology of reopening the office: A leader's guide

Fear, resentment, favouritism, generational rifts and logistical headaches are all possible consequences of hybrid working managed badly - but the opportunities are immense.

Speculation on Wealth Tax Could Contribute to Further Emigration of South Africa's Wealthy

Similarly, experts at the University of the Witwatersrand in Johannesburg have suggested establishing a progressive wealth tax for those earning above 3.6 million rand which accounts for 354,000 high-earners in the country.

Apple – An Apple a day keeps the pandemic away

iPhone sales rose from $29bn to $47.9bn, while Mac and iPad sales were up 70.1% and 78.7% to $9.1bn and $7.8bn respectively.

The Growth In Big Data by Quilter Cheviot

There is an incredible array of data available to be bought for a price.

Risk management and lessons learned from GameStop

Regardless of whether you are an individual or a large mutual fund, knowing if you have a “GameStop Candidate” in your portfolio is critical.

Global Financial Crisis vs Covid-19 Pandemic

Global banks have recovered significantly since the floor at around 0.7x book value, a similar level to the trough during the GFC.

What are the real implications of intergenerational wealth transfer?

Describe the issues around intergenerational wealth transfer

The three most important words in investing by Tim Price

This film is the epic story of how we got to this strange place. It explains not only why these chaotic events are happening – but also why we, and our politicians, cannot understand them

Making the retirement dream a reality by St. James’s Place

How one St. James’s Place client found a path towards a comfortable future, thanks to the strong relationship they built with their financial adviser.

The start of a synchronised global recovery – seeing is believing

The pandemic and lockdowns exacerbated this trend.

Creating Wealth-Management Solutions For A Changed Market

R. Srikumar is Senior Vice President, Head Portfolio Group at Mphasis.

Chinese billionaire's net worth tumbles $10 bn after Archegos implosion

The billionaire's online tutoring firm, GSX Techedu Inc., has been battered in the stock market

How Companies Are Helping To Close The Racial Wealth Gap

The initiative provides companies a roadmap to drive real change, including establishing internal goals for hiring of Black talent and measuring progress, as well as pledging to set goals for spending with Black-owned businesses and investments with Black

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