Managers of Wealth

HSBC comes out top in personal banking survey

The results show the proportion of customers who said they were 'extremely likely' or 'very likely' to recommend each service.

Rethinking GDP And Wealth In The 21st Century

It's used primarily because it is easy to calculate, but it does not really matter to this calculation whether the transactions involved are used when building new houses or repairing houses after a hurricane.

A 20-year Merrill Lynch veteran got Sanctuary Wealth to $10 billion in AUA in 15 months

Jim Dickson also recruited HighTower talent, Amit Dogra, to bring the old HighTower brokerage model and execute it as HighTower veers toward buying RIAs

With 60% of the Millenials living in the region – Take a look at how luxury brands are connecting with them in Asia

Nearly 60 percent of the world’s millennials live in Asia, said Agility Research, whose 2019 Affluent Insights™ millennials Regional Report took a deep dive into millennials across China, Hong Kong, Singapore, Japan, South Korea and India.

Are your emotions getting in the way of investment success?

Perhaps unsurprisingly, the combination of unrealistic expectations and a tendency to panic resulted in over half of investors saying they hadn’t achieved what they wanted

Guernsey substance and benefits of the mature NPPR

Guernsey is a mature, highly experienced and transparent jurisdiction, operating in cooperation with the European Commission, ensuring this is clearly understood and acknowledged.

Are Your Children Ready for Your Wealth? - Coutts

Being wealthy can be amazing.

What do young wealth managers most value at work?

A clearly marked career path is the most important factor to younger wealth managers and advisers

Hong Kong protests and Brexit could both end up benefiting financial elites

Global finance has attracted a number of Chinese elites but has not benefited a large chunk of Hong Kong society.

Female wealth accumulation surpasses men

It said women had seen a greater wealth accumulation than men over the last 12 years which was boosting the gender equality.

Fine Wine Flows into Alternative Asset Portfolios

“It is true that our HNW and UHNW clients have been investing in ne wine for many years,” writes Helen Cox,

China is disrupting the world's diamond sector

The "sustainability" issue is becoming a bigger selling point for lab-grown diamonds.

Affordability of owning a racehorse - should you invest?

The thrill of ownership is one of the best experiences. Once it’s got hold of you, it’s rare you can let it go,” explains Charlie Liverton, Chief Executive of the Racehorse Owners Association.

Central banker: useful functionary, or Cockney rhyming slang? by Tim Price

The open issues are, when and at what cost to society?

Surfing the waves of opportunity in Guernsey

Alternative asset investment continues to experience rapid growth with market data suggesting global alternative assets under management could top $21trn by 2025.

Brexit 'just a short-term domestic problem' says UK boss of Swiss bank Julius Baer

Mr Durlacher, a career banker who has been in his current role for more than two years, says the firm's Belfast clients aren't particularly exercised at the current political or economic volatility at home.

Swiss bank accounts aren't as great as they used to be

It's nearly a decade since monetary authorities across Europe started experimenting with negative rates.

Millennials Favor Ethical Investments Over High Returns

At their sold-out event in London at the end of July, Jennifer Wu, Global Head of Sustainable Investing at JP Morgan, agreed with this sentiment and said that “we are less powerful if that is the only way we do impact investing.

One in four wealth managers feared unready for SMCR

Gilly Green, managing partner at Sionic, speaks about the challenges that firms are facing in implementing the senior managers certification regime.

10 Strategies to Protect Ultra-High Net worth Family Wealth

Although it would take exceptional levels of irresponsibility, or a major financial catastrophe to develop financial issues, such as foreclosure or bankruptcy with this sort of wealth, it’s not something that’s unheard of.

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