Managers of Wealth

Are You Keeping Too Much Cash?

And while I know all of this to be true, there’s a certain comfort in cash, isn’t there?

Quarterly market update: St. James’s Place

For investors in global stocks, the final three months of the year were broadly positive; the MSCI World index of large global companies rose in the quarter to end the year on a high.

Opinion: It’s time for our industry to grow up

From the perspective of the client, customers can be confident that the service they’ll receive will be consistent whether their accountant is in San Francisco, New York or Hong Kong.

Investment Insights Q1 2021 - Rathbones

The US dollar looks like it may be flying too high against most major currencies on a longer-term basis.

UBS and Credit Suisse: Investment Banking Riddles

The figure is 18 percent above the like-for-like figure of 2019, which means that 2020 was a fantastic year for traders and dealmakers.

Wealth managers cannot ignore best execution obligations

Every country has a regulatory body that examines firms’ abilities to provide best execution.

Guernsey Funds Industry Emerges Resilient And Revitalised

With this latest phase of the 'digital revolution' gathering pace during the pandemic, Zoom alone has increased the number of users of its online communications platform from 10 million to over 300 million.

January's Good Resolutions are Marked by Behavioural Biases at Work in Behavioural Finance

January's good resolutions are an opportunity to draw parallels with behavioural finance.

EU-UK Trade and Cooperation Agreement: Implications for Data Transfers to the UK

While the situation should be kept under review, the temporary arrangement preserves the status quo, such that it is not currently necessary to implement data transfer mechanisms such as Standard Contractual Clauses in respect of data transfers to the UK.

The Exponential Pull of Innovation: Googlization 2.0

As the global data ecosystem evolves and becomes more complex, there is a veritable flood of new players offering to help companies and individuals navigate an often confusing environment rife with opportunities and challenges.

The Drive for a Data-driven Global Subsidiary Services by Kariem Abdellatif

One does not have to look far to see the evidence of this.

Wien and Joe Zidle Announce the Ten Surprises of 2021

The economy develops momentum on its own because of pent-up demand, and depressed hospitality and airline stocks become strong performers.

The end of the annual report?

Stakeholder expectations of companies have changed; reporting is expected to be more than a compliance exercise.

£800,000,000,000 missing in official data on UK’s wealthiest 1%

The Resolution Foundation is now calling for higher taxes on the wealthiest ahead of a ‘decade of mounting fiscal pressure’.

Five investment trusts to watch in 2021

The trust has the flexibility to use gearing (borrowing to invest), but hasn’t at any point as the manager believes it goes against the core principle of sheltering assets.

Review of Asset Market Returns for 2020

There were wide disparities at the sector and regional level as the combined effect of policy support and virus damage made for some big winners and big losers alike.

Barometer: A recovery we can believe in - Pictet Asset Management

As the rollout of Covid-19 vaccines continues apace, equity markets look set to enjoy strong support in 2021.

UBS: SNB to Post Bumper Profit

A result of that size would boost full-year profit to a figure in the region of 25 billion francs, UBS said.

How to Overcome Remote Work Problems in Multigenerational Teams

Although COVID-19 vaccines are becoming available, the pandemic’s shift to remote work might become a permanent change.

The Job Of Tomorrow

Some jobs will disappear and others will emerge as the world faces a dual disruption

Comment & Analysis