Managers of Wealth

How Jacob Rees-Mogg made his millions from trading shares as a schoolboy

This was a shareholders' meeting, after all, and the boy's question had to be treated as respectfully as anybody else's – even if he was accompanied by his nanny.

Have asset managers put enough money aside to deal with a crisis?

In the wake of liquidity issues at GAM and H20, rival groups are grappling with how they would cope

AI and climate change transform investment sector

Industry report finds fund sector is badly prepared to tackle its biggest challenges

SS&C GlobeOp Hedge Fund Performance Index and Capital Movement Index

Investors clearly believe hedge fund managers can generate attractive returns in the current volatile market environment."

Beyond the conflict, we see solutions

Despite The Troubles, I have wonderful memories of my childhood.

A Global View Of GDPR Progress

Participants in this study work in a variety of departments

Hope, need and greed by Tim Price

Are all asset classes expensive ? Well, it depends where you look.

More than Meats the Eye - Brown Shipley

Fortunately, there’s now a far healthier and more environmentally sustainable way to satisfy that craving.

Economic uncertainties worry more rich Asians than their Western peers

The survey also found that the investment goals and attitudes of Asian HNWIs were also quite different from the other Western markets.

Russ Prince: Three Key Wealth Management Industry Trends

A number of trends are impacting the world of wealth managers who are focused on cultivating the affluent.

All the Important Stuff from the Apple Launch Event

Apple hit us with a big drop: new iPhones, Apple Watches, iPads, and more details on Apple TV+. Here’s your cheat sheet.

Brexit: Three Ways We're Preparing Portfolios by Coutts

Investing through the UK/EU split

Swiss WMs fear one-third of industry jobs at risk of AI

At the extreme ends, less than one in 10 thought that more than 75% of jobs would disappear to AI, while only 2% believed less than 5% would be disrupted.

How wealth managers can offer excellent customer service in the modern age

As technological developments bring new competitors, the quality of customer service offered by wealth managers will decide the sector's leading players

Richest Could Lose Hundreds of Billions Under Warren's Wealth Tax

The top 15 richest Americans would have seen their net worth decline by more than half to $433.9 billion had Warren’s plan been in place since 1982, according to the paper by University of California, Berkeley professors Emmanuel Saez and Gabriel Zu

New Wave of Shareholder Activism in Japan

Investment Insights by our experts and thought leaders

STM Group on the hunt for acquisitions

As it looks to recruit a UK-based head of distribution and product

Create Distinctive Customer Moments by Ensuring Trust in Onboarding by Kofax

These initial and information-intensive interactions are vital early experiences that set the tone for what should be a long-lasting and mutually beneficial relationship between the customer and the financial institution.

How to avoid overpaying for underperfoming wealth talent

Compeer’s 2019 UK Wealth Management Industry Report suggests there is a weak correlation between front office staff costs and performance

Digitisation essential for wealth managers says Nucoro

The report finds that this is being driven by the rise of automation facilitating scalable growth, and the transformation of customers where their expectations, needs, behaviours and demographics are changing.

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