Managers of Wealth

Wealth planning concerns during the pandemic

The pandemic has caused many clients to really assess what they want their lasting legacy to be.

Building Operational Resilience In The Funds Chain by Calastone

For some, this has meant drawing on a pre-scripted business continuity plan that goes beyond recovery sites to a fully distributed remote access environment.

Twelve Positive Ways the Coronavirus Crisis Will Impact RIAs

With so much uncertainty and negativity pervading our lives, it’s helpful to imagine a future where we witness positive effects of the crisis on the RIA industry.

Andreessen Says “It’s time to build”: We Need Advertising to Help Us Get There

He points to deeper and broader challenges that this terrible pandemic has brought to light

If you want a bailout in Europe, don’t use tax havens

Skeptics say measures don't do enough to combat fiscal paradises within the EU.

Bill Gates on how to fight future pandemics

The coronavirus will hasten three big medical breakthroughs. That is just a start

A Rain Check on Where We Are by Gary Dugan

Moody’s Investor Service reports that since the 1st of March its rating actions have been concentrated in automakers; lodging; gaming and airlines.

Revenge Shopping becoming a trend as Ultra Rich Spend Millions on High Jewellery Online Auctions

In another act of revenge shopping, the ultra rich are spending millions on luxury bracelets sight unseen through online auctions

Coronavirus: The Broader Impact - A Break-up for Europe? by Coutts

In the third of our articles exploring the long-term impact of the coronavirus outbreak, Coutts UK Chief Investment Officer Alan Higgins explores the chances of the EU breaking up and what that could mean for the global economy.

6 Ways to Transform First Interactions into Trusted Client Relationships

Trust is the glue that holds every client relationship together.

Heather Hopkins: Lack of tech integration is an ‘industry disgrace’

Co-operation is needed to fix the financial planning technology industry’s data woes, says NextWealth managing director Heather Hopkins.

Morningstar Publishes Global Study of Regulation and Taxation in the Fund Industry

The Netherlands, Sweden, and the United Kingdom earned Top grades in the second chapter of the Global Investor Experience Study; Australia, Canada, China, Japan, New Zealand, and the United States received Below Average grades

The Art Market Adjusts: Aggregating resources to lower costs

Economies of scale then allow us to go out and get small businesses access to high-quality benefits at more affordable costs.

The Designer’s Secret to Creating Work-Life Balance

When you’re combining home with work, the lines between the two can become blurred—three interior designers share their tips on devising a beautiful space for both

Demand for Gold Soars, Suppliers Struggle to Keep Up

The breakdown of global supply chains has caused headaches for many gold suppliers.

A Charming Little Island in The Bahamas

It’s that rare place that captivates you while you’re there and stays with you, indefinitely, when you aren’t.

McLaren receives £300m jump-start to keep wheels turning during coronavirus pandemic

It is also talking to third parties about further boosting its working capital

Banking's New Reality: Getting Remote Work Right (Part 1 of a Multipart Series)

Here are the common missteps banks should avoid to successfully enable remote work and digital operations, during the pandemic and beyond.

COVID-19 Spot Survey: Implications on Globally Mobile Employees

Assignees remaining in host country locations are being directed to follow local country mandates including stay-at/work-from-home and self-quarantining as needed.

The gold price could rise to $3,000 say analysts. Here’s how I’d aim to profit

If you’re bullish on gold and expect the price to keep rising, there are a number of ways to gain exposure to the commodity.

Comment & Analysis