Managers of Wealth

Stronger and more competitively placed by Dominic Wheatley

Guernsey was placed on the European Union’s whitelist at the earliest opportunity in the process in March 2019. We were delighted but not particularly surprised

Being Inspired: Leaders need to be inspired to inspire others

The question is, how to inspire?

‘Survival of the fittest’: Three sectors that stand to benefit from Covid-19 trends

Global businesses aimed at taking advantage of this cohort stand to be the big winners out of coronavirus as people return to the shops.

Catching fallen angels

Notably, investor fears during the correction around fallen angels and illiquidity did not materialise, and corporate bond markets have continued to function reasonably well.

Global Luxury Outlook 2020: A World of Changing Preferences

The Global Luxury Outlook uncovers how wealthy individuals approach luxury in their lives and how this relationship is changing in the face of COVID-19.

Growth Prospects and Challenges ahead for the U.S., U.K., Eurozone, China, and Japan

A resurgence of virus infections in several areas is threatening to choke the recovery and could flatten growth in the second half of 2020 and beyond.

How has coronavirus accelerated the global wealth transfer?

Advisers will have to adapt their offering to deal with the ‘physical and emotional changes’

Platforum: Platforms and the rise of model portfolios

The range of funds available on some platforms was arguably wealth managers’ greatest complaint.

Virus grounding of Asia's private bankers erodes wealth management trade

And while regulators are easing rules that typically require in-person meetings and on-site visits, banks are still catching up with digitization and some bankers are reluctant to step away from the traditional checks.

For the Best and Worst of Times: Convertible Bonds Through the Coronacrisis

We have a positive outlook on convertible bonds for three reasons: downside risk mitigation, a cheap entry point and improving liquidity.

Fear fading on Wall Street as investors learn to love the new bull market

Investors may well heed their advice: nearly 80% of fund managers surveyed by BofA Global Research, the highest level in more than a decade, expect the global economy to grow over the next year.

Bias Busters: Lifting your head from the sand

The team leader wanted to be ready for anything.

Five million wealthy Brits will not receive inheritance

As only 40% of HNWs have plans in place to minimise the tax paid by beneficiaries

US dollar second only to gold as good investment right now - RWC Partners

As long as currency-debasing policies abound, then gold, will remain a primary investment for the fund.

Rethinking “CEO exceptionalism”

Fortune/Deloitte CEO Survey on how COVID-19 is redefining the CEO role

CNN Money Switzerland to cease operations

The company said it will try to limit the consequences on its 25 staff members and business partners.

Counting the cost of getting your timing wrong

Past performance is not indicative of future performance.

Earning residency through business investment in the Cayman Islands

The Certificate of Direct Investment is for those who have made, or propose to make, an investment of at least US$1.2 million in an employment generating business in the Cayman Islands where at least 30% of employees are, or will be, Caymanian.

Bridging the Gap

60% of the advisers we surveyed said they had turned away prospective new clients in the last 12 months, which provides a reasonable indication of the size of the current advice gap.

Current Wealth Technology Tools Not Meeting Financial Advisor Expectations, According to Broadridge Study

51% of North American financial advisors often think of leaving current wealth firm in search of better technology 77% report losing business due to inadequate technology

Comment & Analysis