Managers of Wealth

Coronavirus Survival Guide for Wealth Managers

The digitally equipped wealth management firms are able to take on this crisis.

How WealthTech Companies Survived Past Recessions

The global economy needed more than a decade to recover.

Coronavirus crisis shows need for wealth tax, basic income, Financial Times editorial argues

To address the economic inequalities exposed by the virus, the editorial board of the London-based newspaper proposed major reforms like basic income

Pass the Remote: Why We Can’t All Work from Home

Editorial and Research Fellow at the Institute of Economic Affairs and Professor of Economics at the University of Buckingham

Ludicrous speed by Tim Price

That pollution is not CO2; CO2 is not a pollutant.

Asset Management Europe: April 2020

The ultimate impact will depend on the magnitude and duration of isolation, but also on the extent of the destruction of demand and value chains.

Advisers deny flight to cash despite rise in enquiries

This was the week prime minister Boris Johnson advised the British public to avoid pubs, restaurants and theatres and told everyone who could work from home to do so.

Review of the Week: The Eye of the Storm

Europe’s COVID-19 cases seem to be peaking, the UK has at least another fortnight to go and America’s problems seem to be only beginning.

Opportunities in a crisis by Rupert Silver, CREDO

All of this has been happening in an environment where corporates have until recently taken on more debt to support share buybacks and to take advantage of historically low-interest rates.

Post COVID-19: Lasting Impact on Society Following Coronavirus Crisis will Create Favorable Growth Conditions for Fintech Firms, New Report Claims

It adds that the current economic uncertainty and instability has placed considerable pressure on several major business activities, including fundraising, cash management, marketing and staff management.

Gold bugs see their predictions of doom coming true

‘Saying it for years’: Gold investors who have long prophesized a financial apocalypse appear proven right as markets crash and social interactions become limited

The World Has Changed. Have You?

It’s not the biggest, strongest or the smartest that evolve — it’s something much more elemental.

Sanlam’s Fourie: Why I’m happy to underperform when the market recovers

The manager of the Sanlam Global High Quality fund said he is not willing to compromise his long-term strategy for a short-term boost.

The Art Market Adjusts: Charitable donation incentives under the CARES Act

As the current situation continues to unfold, it seems increasingly likely that museums will be closed for that long or longer.

Comment: Tomorrow's world will be an industry shaped by ESG

More diverse role models with varying work arrangements will demand to see their image on the other side of the table.

Most practices can’t serve the wealthiest clients. Here’s what it takes

The co-founder of the UHNW Institute and consultant to wealth management firms, as well as private banks, trusts, single and multi-family offices, shared four principles of success for all firms.

Will COVID-19 Mark the End of Coworking as we Know it?

Once quarantines are over, many people will gladly return to the workplace – but will they still be willing to share amenities, and share space?

Why High-Net-Worth Families Need More Than Just A Bookkeeper

Whether it helps clients navigate a career change, mitigate family quarrels or negotiate a lease for a new business, a family office does far more than just pay the bills.

March market report: How the world has changed in a month

Official infection rates in the US and Europe have now overtaken China and containment efforts through social distancing and quarantines are in effect in all major countries.

IT teams: In the eye of the storm - the importance of remaining calm

When it comes to reassuring clients, we must first be able to demonstrate we are able to work remotely

Comment & Analysis