Managers of Wealth

Effecting Legal Arrangements And Executing Documents Remotely: Have We Got The Hang Of This Yet?

One of the maxims that I preach in my role in knowledge management at a global law firm is that change is hard.

Showcase your investment experts with remote meetings

One of the best ways for advisors to get the inside track on products and markets is by connecting with asset managers’ capital market experts, portfolio managers and product specialists.

Where Wealth Tech is Headed

A key takeaway for advisors is the case for a strong digital presence in clients’ lives.

2021 UK and Global economic outlook

The report finds that the unprecedented nature and size of the economic shock could negatively impact family planning.

Swiss National Bank Profit Slumps

The profit for 2020 is significantly lower than in 2019, when the SNB had reported a net profit of just under 49 billion francs.

NS&I rate cut drives savers into investments

Government-backed provider latest to join the race to the bottom for savings rates

Why Real Estate Is One Asset That Builds Generational Wealth

For more average Americans, the numbers may be different, but the outcomes are similar.

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.

Comment & Analysis