Managers of Wealth

Did the EU’s attempt to name and shame tax havens into behaving better work?

But counting the number of boxes that the EU ticked to remove jurisdictions from its list doesn’t give us the full picture of the listing process’s impact.

Rich Germans quit loyalty to Swiss banks

The media refer to new data from the German Federal Ministry of Finance, which has been compiled by the Automatic Information Exchange (AEOI).

An early view of post-COVID-19 discretionary spending in Asia

At the time the survey was conducted, these countries were in different stages of the pandemic’s progression and economic reopening.

Sallie Krawcheck’s women-focused investment startup expands to debit cards and a membership model

The shift is part of a new effort by the New York company, which has historically competed against the robo-advisers and wealth managers used by higher-income investors, to attract a larger, and broader, customer base.

Managing Employee Fear During Times of Uncertainty

You may be feeling anxious, fearful and angry – and so are your employees.

Leading in Uncertain Times: Six Lessons Learned During the COVID-19 Pandemic

The pandemic has tested our leadership skills and given us an opportunity to deepen our trust and relationship with our employees, customers and partners.

When is a trust not a trust?

The Judge said that was the plain and literal meaning of the ‘failure’ wording in the Will.

Private Banking In MENA

Executive insights from Rudy Guillemyn, head of Elite & Private Banking at First Abu Dhabi Bank.

The Largest Law Firms With The Most Women Lawyers (2020)

An important ranking to show which firms are helping women achieve successful careers in the law.

COVID-19 offers wealth managers with chance to reach out to new investors, says GlobalData

Gen Zers and the vast majority of Millennials would have been too young to be financially impacted by the effect of the 2008/09 financial crisis on investment portfolios.

Value opportunities abound in Japanese equities

Investment Insights by our experts and thought leaders

The Basic Rules of Good Investing by Justin Urquhart Stewart

Obviously, the power of compounding when we had 7% returns was very attractive with you potentially seeing your money double every decade.

The CEO is Now the Chief Change Officer

The role of the CEO has expanded.

Rich List Index: Top 500 Billionaires In The World

Club of the world’s 10 richest people finally gets a member from Asia

Research Weekly - While you were sleeping

The challenge will remain to stem against the overall tide of bearish sentiment from investors who have missed opportunities earlier in the year.

Could distressed debt provide market opportunities amid COVID-19?

There are always going to be successes and failures as a result of the pandemic, and major funds players are watching the market closely.

Research Weekly - While you were sleeping

The challenge will remain to stem against the overall tide of bearish sentiment from investors who have missed opportunities earlier in the year.

“Showing Up in the Best Spot” with Tim Rickards

Probably within a firm, you're gonna find that that's not realistic and somewhat compromised.

How soon can the US get back to work?

The best place to start this note is to look at the economic damage created so far.

Wells Fargo: Investor Optimism Sheds Seven Years of Gains in Last Quarter

Thirty percent of workers will likely delay retirement and work longer as a result of COVID-19

Comment & Analysis