Managers of Wealth

Vontobel: Solving Social and Environmental Problems with Impact Investing

Investing and generating a financial return while at the same time solving the world’s social and environmental problems sounds appealing to investors.

Geneva PM on how not to fall into the private assets trap

nvesting in private equity through funds, funds of funds or in direct deals is not something new in the wealth management industry but in the past it was more limited to specialists and it certainly was not common for many private clients.

Macro and Markets Weekly by Gary Dugan

The Chinese will feel more comfortable dealing with the matter than they did last year.

Transforming the HNW Client Experience in Asia-Pacific by Steve D'Souza

Making the transition from manual-to-digital onboarding will allow private banks to reduce their time-to-revenue

The limited choice from Buffett’s buffet by Tim Price

False dawns in Japan have scarred plenty of investors.

Investors hold $517bn of ‘immediate’ climate risk

Moody's 2018 corporate social responsibility report warns fixed income investors of 'elevated' dangers

Infrastructure a Highlight in the Mediocrity - Gary Dugan

Don’t let the headlines deceive you.

How Schwab Came to Tower Over Wall Street

Those firms, as well as other big Wall Street names, are now following Schwab’s lead, by lowering or canceling fees, launching new services and seeking mass-affluent customers.

How Foundations In Asia Are Being Passed Down To The Next Generation

The latest edition of the Million Dollar Donor Report

Investors need to be smart when they play the mobility trend

The auto manufacturers say we have no choice but to go electric so that we can meet the new emissions standards, the fines are going to be too much,” he says.

Cannabis and corporate governance: time for grow ops to grow up?

As the industry continues to grow, it is worth asking the question

Global wealth gap would be smaller today without warming

It estimated that the gap in per capita income in the richest and poorest countries is 25 percentage points larger than it would have been without climate change.

Building the health systems of tomorrow: dealmaking and the future of the life sciences sector

A major recurrent theme is the ongoing transformation of the industry.

The barriers we face to making sustainable travel choices

Travel companies have an important role to play, as the demand for sustainable stays is growing in popularity.

CHART: The world's fastest-growing 'wealth markets'

For a mature wealth market, Australia’s done decently, sitting at 18th place for 48 per cent growth in the last ten years.

The world's best wealth advisers for the ultrarich share their secrets for success

Beyond that, we spoke to Rebecca Rothstein of RVR Group — the highest-ranked female wealth manager on the Forbes list — about a crucial shift she recently made to her investing approach.

Divorcing millionaires to split £1.9bn in wealth this year

Succession Wealth analysed ONS data of individual net financial wealth (excluding endowments) in October 2018 as part of its Wealth and Assets Survey.

The Women Who Inspire Me

From former First Lady Michelle Obama to author J.K. Rowling, seven inspirational women in finance, reveal their heroes.

Religion on the blockchain

Beyond the realm of financial applications, however, the technology has revealed completely new ways of practising religion and spirituality

About 3 000 super-rich left SA in the past 10 years - report

He defines migration as those who have in reality "left" South Africa and are living in their new country more than half the year.

Comment & Analysis