Managers of Wealth

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

Key Things You Need To Know by St. James's Place

The decision left thousands of people scrambling to book the last remaining tickets out of the country, adding to fears of a second wave of the pandemic.

Third of wealthy to buy small firms to kickstart economy

The research looked at how the wealthy had amassed wealth and what they want to do with their money.

Schroders to allow thousands of staff to work from home in milestone for City

Britain's largest listed asset manager has fired the starting gun on the end of City life

Faraway Escapes: Is Now the Time to Invest in Remote Properties?

Many homeowners are considering moving away from large cities to the secluded island or rural ranch of their dreams—here, top real estate specialists comment on the trend

COVID-19 and residential real estate in the US

Looking to buy, sell or build a property in the US? Explore how COVID-19 has impacted the behavior of people and businesses towards real estate.

Unlike active funds, passive funds are designed to match the components of a financial market index – such as the S&P 500 – in the belief that the market will outperform any individual stock in the long term.

4 ways companies can stay productive beyond COVID-19 lockdown

Numerous work tasks have also been left aside, such as regulatory tasks that also now need to be addressed.

Women and Girls' Golf Week is back

Women and girls are being encouraged to get involved by sharing their personal stories throughout the week on social media channels with the tagline #WhyIGolf.

The Most Colorful Places in the World

From green to yellow, here are some of the most vibrant places on the planet.

Technology companies haven’t just survived the COVID-19 pandemic, they’ve thrived - St.James's Place

Buoyed by companies like Microsoft, Facebook, Amazon and others, its rise shows how the damaging effects of coronavirus aren’t felt by all companies equally.

The Quick and the Dead

If you want to be incarcerated for murders you never committed, you need the help of police officers willing to ‘feed’ you information about those crimes

EU Anti-Tax Avoidance Directive 1 in Luxembourg - Where are we now

Exceeding borrowing costs” correspond to the amount by which the deductible “borrowing costs” of a taxpayer exceed the amount of taxable “interest revenues and other economically equivalent taxable revenues”.

Saffery Champness: Charities Briefing - August 2020

As fundraising activities have been cancelled and funding has dried up, many staff have been placed on furlough.

Ex-Credit Suisse banker takes his own life

The whole affair is by no means over with Lescaudron's death.

Addepar Hits $2T In Assets Under Advisement

Despite the pandemic, economy and uncertain market, the platform continues to add assets and new features.

How to bolster your investment income should a second wave hit

This would not be welcome news for investors banking on a swift economic recovery.

How pay in 16 wealth roles differs across the UK

Idex’s 2020 UK Salary Guide for wealth management compiled pay ranges across a wide variety of roles across different regions of the country.

What the Covid-19 shock teaches bond investors

Bond markets were extraordinarily volatile during the corona crisis.

Comment & Analysis