Managers of Wealth

Private Banking Insight: how philanthropy is reshaping HNW advice

In the first of a new six-part series on private banking, Citywire’s Alex Foster chats with some of the sector's leading names about the challenges they face.

How Canadian wealth firms are fending off robo challenge

Even with increased digitization, there are still gaps in advice that need to be filled

Who Are the Millennials Driving Sustainable Growth?

There are ways to divide millennials into groups that show which ones are driving sustainable growth with their purchases.

Gartner Identifies Key Personas and Skills Finance Leaders Need in Their Departments in 2020

Based on a survey of more than 1,000 finance employees, Gartner has put these competencies into five categories to help CFOs and finance leaders apply this information to their own departments.

What Does 2020 Have In Store For Blockchain And Global Economics?

Economic uncertainty has been looming over the globe for years.

New Year of the White Rat - a good moment for investors in China? Willis Owen's Lowcock

China’s growth has been slowing as the economy is much larger, whilst the population growth has also begun slow.

Selectors still prioritise returns over ESG in analysis, study claims

Further down the list of priorities were investment philosophy – a key issue for 53% of respondents – and investment selection process (51%).

Agility and Scalability: 5 Trends Driving Wealth Management Tech Choices By Boris Bykhovsky

Boris Bykhovsky is a Senior Director of our Solutions Consulting group specializing in SS&C Advent’s global asset and wealth management solutions.

Tenacity, drive and a talent for business

For many of today’s wealthy families, succession planning is less about gender and more about simply ensuring the right person is prepared to take over a family business.

Millennials’ Share Of National Wealth Predicted To Quadruple By 2030

Taking an overview of investors, CaseyQuirk noted fewer public companies are frustrating stock pickers.

Swiss banking: women lag behind

This is despite the fact that the banks have still declared promoting women and diversity to be big issues in the industry these days.

Predictions for 2020

Collins Dictionary even made it their ‘word of the year’ as millions joined climate change protests around the world.

A $239 Billion Money Manager Says the World’s Profit Expectations Are Too High

“Earnings expectations are much higher for this year and there could be some room for volatility,” Nolting said in an interview in Singapore.

Wealth management in the 2020s: “It will be necessary...to push for innovation through analytics”

Below is a Q&A with Chacon, who spoke about his year as the bank’s Global Wealth leader, what he learned, and his outlook for the wealth management sector in the 2020s.

The Netherlands: The new El Dorado for venture capital funds?

All of this points towards an undeniable upswing in the Dutch private equity and VC market.

Making financial planning and portfolio management easier by Focus Solutions

Why tech integration is not to be feared but embraced

Are Corporate Actions Being Treated Fairly? by William Rouse, Contemi

Fortunately, the corporate action challenge is readily solved without sinking money into cumbersome systems.

Gearing up for the year ahead

Despite risks, there are still bright spots to look forward to this year

Vistra publishes private equity research

Where Challenges Meet Opportunities’, conducted by Vistra, a leading global fund administration, trust and corporate service provider.

Big targets are the only way to change the world

To build a business that changes the world, you need to think differently.

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