Managers of Wealth

How Financial Advisors Help You Plan For The Future

A financial advisor needs to get to know you well—that means understanding your current spending and savings habits, your income and your expenses.

The real difference between a financial adviser and a wealth manager is expertise

Who you choose to get help from is up to you, but it's generally wise to work with someone who adheres to the fiduciary rule, meaning they make decisions in your best interest — not based on what will make them the most money.

Ultra-rich families with cash to spare piling into private debt

As the coronavirus upends financial markets, family offices with money to spend are boosting private debt and credit holdings to take advantage of cheaper valuations and avoid the volatility of stock markets.

A faster solution for HNW remortgages

The addition of search indemnity insurance can therefore make a significant difference to the time it takes a client to receive their funds.

Wealth managers reveal post-crisis sector picks

Private banking professionals at HSBC, Deutsche Bank, UBS, DBS and Citi reveal opportunities in the wake of economic damage wrought by the coronavirus.

Thinking straight in the spaghetti economy

Significant rallies across equity markets helpfully coincided with massive central bank intervention in debt markets.

Cyber security: an investment theme more topical than ever before

Governments support the demand for cyber security solutions

How to grow carats

Their rarity and beauty make diamonds precious, but what would happen if we could grow them in a laboratory rather than mine them? Would consumers be interested?

COVID-19 Related Cost Cuts Could Damage Long-Term Growth Prospects for CFOs - Gartner

CFO Success in Navigating Previous Crises Started with Differentiated View of Cost Management

Market Strategy by John Stoltzfus, Chief Investment Strategist, Oppenheimer

Catalysts that propelled stocks higher in April from a low in March faded into the first day of May

The end of the world as we know it: Banking’s new reality, Simon Wilson, Icon Solutions

Banks and financial institutions have critical, positive, immediate roles to play in supporting consumers and business, while facilitating the repurposing of entire economies and welfare systems.

Mediamatic Creates A Covid-Free Outdoor Greenhouse Dining Experience

Mediamatic launches Oosterdok’s latest intimate, greenhouse-style dining experience known as, Chambre Séparées.

Hedge funds bet on gold as refuge from ‘unfettered’ currency printing

Big-name investors such as Elliott and Caxton act on concerns over debasement of money

Nearly 150 years of history shows why stock market investing needs a long-term view

The message is simple: if you invest short term, you significantly increase the risk of losing money.

Hedge funds’ use of alternative data tipped to surge, new industry study finds

More than a quarter of those polled (27 per cent) manage more than USD5 billion in assets, while 25 per cent of those surveyed are considered to be “market leaders” – or hedge fund managers that have been using alternative data for more

Palladium at $2,300 by quarter end, says UBS

Gold performed strongly in April overall.

'We were looking for a miracle', CHF 2.5bn WM CEO on founding firm aged 23

‘We really offered the people the possibility to participate in a way that they had not been able to at many other financial institutions.

Guernsey Finance to explore investment sector’s recovery from pandemic

Guernsey hosts an annual Funds Forum event in London each May, which was a casualty of the pandemic.

Bug Tussle by Tim Price

Epidemiologists did not predict last year that a pandemic would happen now, in the same way that economists did not foresee the financial crisis (or the current downturn).

A time for patience by Sanlam

The good news is that, treated with respect, volatile markets are an investor’s friend.

Comment & Analysis