Managers of Wealth

Fill Onboarding ‘Potholes’ to Transform Customer Journeys by Dermot McCauley

These moments of customer interaction and engagement are crucial, and yet it’s in these moments that potholes often lurk.

How impact investing can complement but not displace philanthropy

The question for philanthropists is which strategy to deploy when tackling different social and environmental issues

Investment advice for artists and creative entrepreneurs by Penny Lovell

Artists often receive their income in large, sporadic chunks, which can lead to excessive short-term spending or uncertainty about bigger decisions.

Leading WMs: AI will not replace human investors

By contrast, 24% of respondents predicted that the new technologies will dominate the industry, with many investors using such tools.

The ‘big six’ clubs are ‘destroying the Premier League with money,’ a new study has claimed

Clear link between improving Big 6 economic performance and increasing points tally

The pound and UK assets could fall further on PM candidates’ lack of clarity

The deVere CEO concludes: “The lack of real answers from the candidates on the most pressing issue for a generation will inevitably impact the pound and UK assets.

Here is how philanthropy could transform the African continent

Our centers create a platform to share ideas and work together to understand the role of African philanthropy.

‘Don’t trust back tests’, says GAM Systematic co-head

The simpler that you keep your model or your machine learning the more believable it is that you have found something repeatable.

Schroders names Switzerland as most sustainable market

The firm analysed 9,000 companies and found that Swiss firms were delivering the most positive social benefits

Shadow Banking's Rapid Growth in Switzerland

Private debt is another expression for corporate financing organized outside the traditional bond and banking markets

The war on wealth: how the left is winning the battle of ideas

The gap between the ultra-wealthy and everyone else has never been greater – so what, if anything should we do about it? A growing number of commentators have some bold ideas. Arun Kakar reports

Finance by all, for all by Mark Carney

Given at Women in Banking and Finance 22nd Annual Awards, London

Decoding da Vinci

As this year marks the quincentenary of Leonardo’s death, many of us will ponder on, or perhaps attempt to enter, the inner sanctum of the perplexing polymath’s mind.

Can today’s ultra-rich make peace with a wealth tax?

Wealth taxes may not be as punitive as feared and might even encourage the entrepreneurial

A wrecking ball and a dearth of ideas by Tim Price

Given the nature of the output of British literary circles

Spreading like weeds: alternative cannabis products are on the way!

Although it is expected that edibles will likely account for approximately half of the increase in the market growth, there will be significant opportunity in capsules, topicals and cannabis-infused beverages.

Superyacht migration trends: Southeast Asia

Using data from MarineTraffic, we examine superyacht cruising patterns around Southeast Asia

Hong Kong protests may hit luxury brands like Burberry and Hermes

Thousands of people have taken to the streets in Hong Kong over the last week to protest against a proposed new law that would give mainland China extradition powers the region.

The Future of Private Banking

Taking an agile approach to digital evolution in a bank while making the necessary investments and adopting the necessary long-term cultural changes certainly requires a top-down strategy, putting digital transformation at the heart of the bank.

Why the wealth world may soon be run by social media

Wealth managers cannot afford the luxury of avoiding Twitter and Instagram, when this is the language their clients increasingly speak.

Comment & Analysis