Managers of Wealth

Macro and Market Perspective - ''Meaningful'' Take 3? by Gary Dugan

The effective removal of No-Deal as a policy option finally provided sterling with a more substantive positive outlook.

From Single Business to Portfolio of Businesses: When does the family business become a business family?

Marta Widz and Benoît Leleux from IMD illustrate the strategic transformation from single to multiple business family portfolios by analyzing two cases where the transformations shared stunning similarities.

All At Sea - The misguided war on offshore financial centres

The law enjoyed cross-party support and was advertised as an attempt to combat financial crime. But, since these countries had already entered into data sharing agreements with the British authorities, including the police and Her Majesty’s Revenue

Africa has limited abilities in war against climate change

Data shows that the proportion of carbon emissions in Africa is estimated at four per cent of the global emissions compared to 80 per cent by the most industrialised countries (G20).

Quality counts for veteran fund manager Schroders

Its history began in 1804 when John Henry Schroder became a partner at his brother John Frederick’s London firm.

Don’t exit equity investments in a tough year: Sanctum Wealth Management CIO INTERVIEW

The macro-economic scenario has improved considerably since last year, he said.

Morgan Stanley Sees Just Two Key Growth Areas for Asset Managers

BlackRock, Blackstone, Amundi among overweight-rated stocks

From Rags to Riches: A Woman's Vision for Green Africa

Brenda originally started focusing on eye wear, but soon she saw the tremendous business opportunities with the infrastructure boom in Africa

Playing first violin in the Titanic's band by Richard Champion, Canaccord Genuity Wealth Management

What the statement itself did reveal, was a material improvement in public finances and a slightly less severe downgrade to economic growth than some had anticipated.

Number of U.S. Millionaires Grows in 2018, for 10th Straight Year

While the report charts steady growth in household wealth in 2018, continuing an upward trend since the 2008 recession, there was still slower growth than in 2017, according to the report.

Inside Merrill's New Framework for Wealthy Families

Family governance experts Valerie Galinskaya and Matthew Wesley tell ThinkAdvisor how to help wealthy clients develop spending plans.

Modernisation must see Bank of England 'practice what it preaches'

The Bank has committed to cap its spending at 2017 levels and improving the effectiveness of how it works and communicates.

$2 Billion Advisor Loads Up on India’s Biggest Companies Even as Small Caps Outperform

Larger companies also suffer from fewer corporate governance issues that worsened the sell-off in the nation’s mid-cap stocks last year.

Anarchy in the UK’s Sanctions Regime

The penalty imposed seems, on its face, egregiously large for a single violation of such meager size.

Why Wealth Creation Is The Next Frontier In Wealth Management

The change from calling via the phone for transactions and waiting for significantly delayed information (and execution) to immediate delivery, feedback and service was quite dramatic.

One in three asset management firms could disappear, says Invesco chief

Head of Georgia-based firm says pressures on fees and costs are relentless

Is Europe turning into Japan ? Yes by Tim Price

Putting to one side any caveats about succumbing to narrative fallacy, the Absolute Return Partners list implies two requisite actions

Majority of advisers unhappy with firm’s front and back office

Furthermore, only 24 per cent of advisors report being very satisfied with their firm’s front or back office operations.

What does the future hold? Four financial advisers have their say…

From Brexit to MiFID II, this year promises to throw a few curve balls the way of the financial services industry.

UK still leads EU millionaire banker list despite Brexit

Three-quarters of region’s best-paid financiers were UK-based in 2017

Comment & Analysis