Managers of Wealth

Bringing a yacht to life

The client master relationship is one of the key factors in the client enjoying the use of their yacht.

How to add value to communities through philanthropy and social impact

This upgrade in considerations calls out four other groups of key stakeholders in addition to shareholders: customers, employees, suppliers and communities.

What a Relief? by Gary Dugan

The market is probably right to have discounted the possible scaling of green policies and redistribution of wealth.

Stocks ride higher on Biden win as Brexit comes into focus

An incoming Biden administration is certainly not going to offer an easy path to a trade deal between UK and the US

Pandemic is accelerating asset managers' use of social media: research

The firm's research shows that managers plan to bolster their digital presence in the coming 12 to 24 months.

Top 5 Luxurious Activities Around the World for CEOs & Senior Executives

The cruises are common ‘all-inclusive’, which means that you will have the opportunity to have breakfast, lunch, and dinner on the boat.

Biden win with split Congress is “best outcome” for riskier assets, says Pictet chief strategist

Luca Paolini, chief strategist at Pictet Asset Management, says the US political gridlock of recent days following the closely-run presidential race – and the likely divided legislature resulting from the election – “is not as bad for fi

Launch of the inaugural Julius Baer Next Generation Art Prize

Julius Baer, has launches the inaugural Next Generation Art Prize for Southeast Asian artists with a focus on digital art.

Acting flexibly and treating customers fairly in the face of a pandemic

Speech on the FCA’s priorities for the credit market, by Jonathan Davidson, Executive Director of Supervision – Retail and Authorisations.

Joachim Haeger: «We're Not Done in Switzerland»

Joachim Haeger, do you view Oddo BHF as a consolidating force in Switzerland's private banking industry?

Press comment: No fireworks from the Bank of England as QE remains primary policy tool

The economic environment and ongoing public health crisis has developed considerably since the MPC last met in September.

Record £7.1BN Flows into Responsible Investment Funds in 2020 So Far

Gross retail sales through Other UK Intermediaries including IFAs were £6.8 billion, representing a market share of 29%.

The ultrawealthy were in a "frenzy" about taxes pre-election — but now, according to one wealth advisor, clients are breathing a sigh of relief

She told Business Insider she was on constant Zooms and phone calls with clients — largely made up of high-net-worth individuals and wealthy families — leading up to the election.

The Evolution of Wealth Management in the Philippines in Times of Great Uncertainty

Local private banks and the international competitors moving onshore are intent on offering an open platform and as many new products as the regulators might permit.

The Future of KYC Compliance — Insights From Raj Tripathi

The following is an interview we have recently had with Raj Tripathi

Keeping it in the family

Why Middle East UHNW family businesses are set to step up offshore investment

Basel’s Best Wine Menus

In the third edition of a fine wine series, wine writer Peter Keller picks his top-five in Basel’s restaurant scene.

When nothing is normal: Managing in extreme uncertainty

In this uniquely severe global crisis, leaders need new operating models to respond quickly to the rapidly shifting environment and sustain their organizations through the trials ahead.

Fidelity Pulse Survey: Business sentiment improves but have we reached the peak?

It has been an unexpected and unprecedented year for businesses as COVID-19 gripped the world. Despite this, business sentiment remained resilient. But with a second wave of COVID-19 infections hitting Europe, how resilient can businesses continue to be?

Ghost train by Tim Price

When the murderous groupthink of our traditional media is more ghoulish than anything that a Hollywood film director could possibly conjure up ?

Comment & Analysis