Managers of Wealth

Banking expert takes on board mandate at Azek

She subsequently expanded the basic offering

Why now is the time to support small charities

Mary Rose Gunn, founder and CEO of venture philanthropy fund The Fore, on the role of HNWs and wealth managers

All change for our government… but no change for UK asset markets?

Investors and markets are expecting the incumbent Conservative Party to suffer a crushing defeat and the Labour Party a major victory.

BOOK: Discover Château Clarke

Through the pages of a lavishly illustrated book, immerse yourself in the fascinating history of Château Clarke, acquired in 1973 by Edmond de Rothschild.

Ten investment convictions for H2 2024

The prospect of such changes should translate into episodes of market volatility.

Actual Net Worth To Be Considered Wealthy In 2024

The rising threshold underscores the importance of strategic financial planning and wealth accumulation in today’s economy.

Boris Collardi is looking for the next Kylian Mbappé

Now, together with other investors, he wants to achieve this in the football business as well.

M&G’s Andrea Rossi: ‘I don’t look at the share price every day. There’s no point’

The fund house’s chief executive says he’s ‘on a mission’ to grow the three main pillars of his business, with a particular focus on private assets

Survey of institutional investors in Japan shows over half of respondents intend to invest in digital assets over the next 3 years

The study found that over half of those surveyed are motivated to invest in digital assets to some extent in the future as 54% responded that they intend to invest in crypto assets over the next 3 years.

Staying the course: Brown Shipley unveils 2024 midyear investment outlook

The global investment outlook is likewise far from symmetrical.

PCD Magazine article: The Big Interview with Crestbridge’s award winning CEO

A lawyer by training, Heather has featured in ePrivateclient’s 50 Most Influential List for five consecutive years and has been the recipient of a number of other prestigious awards and accolades.

Retirement planning: with saving pots

Financial security in retirement through a holistic wealth management concept.

Bridging the Philanthropic Knowledge Gap for High-Net-Worth Individuals

The motivation for giving is deeply personal.

Global Wealth Distribution and HNWIs: Who Makes Up the Top 1%?

This measure is based on an individual’s net worth, calculated as the total value of assets owned minus any debts and liabilities.

Healthy Enough to Work; Wealthy Enough to Retire?

Many executives keep their stock compensation separate from their other financial account statements and monthly valuations.

Europe’s political shifts, French scenarios and market implications

These developments also raise critical questions for the future of German politics after next year’s federal elections.

‘Holistic reform is needed’: The big CGT wealth question

Any reforms that bring capital gains tax in line with income tax need to consider the impact of Jeremy Hunt’s decision to freeze the allowance, the industry says.

Patricia Amberg: «It is Like a Club For Private Collectors»

Client needs in that respect are very different and strongly contingent on how advanced they are when it comes to collecting art.

Fisher Sells Stake of Up to $3 Billion to Advent, Abu Dhabi Fund

The transaction, in which the acquirers will invest at least $2.5 billion, values closely held Fisher at $12.75 billion.

Enabling growth through the market-centric data layer

Innovation in such a tightly regulated and commoditized market hinges on exceptional customer experience.

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