Managers of Wealth

In the Coming Wealth Transfer, Don’t Forget Widows and Gen X

Baby boomers – those born during the postwar population surge between 1946 and 1964 -- range in age between 55 and 73, meaning they’ve started to retire.

Gender investing gap costs women in the long run, Krawcheck says

"The goal is to get more money into the hands of women," says Ellevest founder

Offshore-I: 2019 H1

Offshore-i is an Appleby report that analyses offshore deal data and provides expert insight into the world of offshore transactions.

How Machine Learning is Changing Data Management and Investment Processes for Active Managers by Martijn Groot, Asset Control

The ability to analyse data has progressed to apply natural language processing to earning call transcripts to assess whether the tone of the CEO or CFO being interviewed is positive or negative.

The Vienna Bank Job

The business helped keep Meinl afloat but the bank, now called Anglo Austrian AAB Bank AG, may pay the ultimate price.

Credit Suisse Might Lower Bonuses at Investment Banking Unit

In the nine months ended Sep 30, 2019, revenues from this segment declined 27% on a year-over-year basis.

What's Been Driving Investment Performance in 2019? - Coutts

Coutts clients have benefitted from these positive developments alongside other investors, but investment performance figures just released show we’ve delivered better returns than our competitors.

Tony Go on his BFF John Gokongwei’s philanthropy, love for wife, and weakness for ice cream

Businessman Tony Go spent practically every Saturday of the last 20 years with John Gokongwei, his best friend, “Boss,” and soulmate. The two were so close that Mr John’s wife Bia jokingly calls him her husband’s concubine.

Conscious Leadership: The Battle of Profits vs. Well-Being

Across the globe, we’ve come to accept that corporations can get away with theft, lying, and corruption.

Nanny State on Tour

Our analysis finds that there are better uses for health-related foreign aid than the ‘nanny state’ projects identified in this study.

CASH WARNING Former Ireland international Gareth Farrelly urges footie stars to be ‘proactive’ ensuring they don’t end up broke

“There needs to be an increased awareness around this issue as it is so critically important.”

Boo-hoo billionaires: why America's super-wealthy are afraid for 2020

As Warren and Sanders have gone on the attack, some plutocrats are getting angry at the billionaire-bashing – and others are running for the White House

CIO Weekly - Don't Give Up on a Fed Rate Cut by Gary Dugan

The Atlanta Fed’s GDP Now and the New York Fed’s GDP Nowcast estimate of fourth-quarter GDP growth based on the flow of economic data fell to a range of 0.3% to 0.4%.

Private debt fund growth continues

The authorities are also facilitating in ways that promote and ease access to this type of financing

How America's oldest bank became a money laundering hub for post-Soviet Russia

Soviet banks were handled by a Russian aristocrat from the highest echelons of tsarist society

Emotional finance and the role of the fund manager

Awareness of an investor’s emotions is equally key.

13 countries that have only one billionaire

Katie Warren, Business Insider US

Frozen: 6 Homes in Winter Wonderlands

Inspired by the wintry landscapes of Frozen 2, Walt Disney Animation Studios’ musical fantasy, Luxury Defined spotlights spectacular properties in the snow

Stop Being a Boss, Start Being a Leader

In reality, those are all terms that lead to my least favorite leadership word, BOSS.

Hans Michael Jebsen’s 10 principles for family business and philanthropy

“Without family, the rest doesn’t make sense,” says Jebsen, reflecting on his own experience. “Philanthropy can never be seen in isolation.”

Comment & Analysis