Managers of Wealth

Gold headed for a high analyst predicts

Ned Naylor-Leyland, fund manager at Old Mutual Global Investors, said that when gold prices rise, it is usually in the low double digits in percentage terms, citing 12 percent return as an example.

Asia-Pacific beckons families next gens take over

The average age of the top 20 tycoons in China was 86 and they were renowned for never selling their empires.

Highlighting client objectives and managing them consistently is key

Azeez says that most people fail to clearly state their financial objectives, which is almost always the first reason why they need a professional advisor.

Murano's Allocator Insights - Nick Wood, Quilter Cheviot

We are a very experienced team with an average experience of over 14 years in the industry.

What to do when it’s raining money

Not everyone comes into money quite so quickly or publicly, of course.

Guernsey Deal Value Increases In 2017

The latest edition of Offshore-i, an Appleby report that provides data and insight on merger and acquisition activity in the major offshore financial centres, focuses on transactions announced over the course of 2017.

Offshore Deal Volume In 2017 Outpaces Previous Year

The Grand National or Investing?

So first your horse has to finish – a feat in itself – and then they have to finish in the top 10 per cent of the original line up to reward you.

UBS Reveals Top Reason Married Women Step Aside in Long-Term Financial Decisions: They Believe Their Husbands Know More

The majority of women (80%) are content with the current distribution of financial responsibilities in spite of the overwhelming research that 8 out of 10 women will end up alone, due to divorce or widowhood.

The charitable choice: powering better wealth planning through family unity and shared goals

These statistics demonstrate the importance of working with high-net-worth families to develop their investment portfolios and long-term estate plans

Spectre of left looms over Latam funds

Hollands says Tilney has a preference for Asia in emerging markets with the outlook for Latin America “mixed”.

Paradox of the HNW mortgage market

The expansion of capacity has coincided with subdued demand, despite a return of prices in prime Central London to the levels of 2014 and 2015

Deutsche Bank in Asia: whose jobs are safe, whose aren’t?

Redundancies have been a feature of life at Deutsche in Asia for several years now.

How white labelling could revolutionise ETFs

Increasingly a part of wealth managers’ portfolios, more ETFs are being issued than ever before, as firms try to cater for a rising number of clients who want access to low cost investing.

Why Affluent Prospects Hire Their Advisor

The quality of the advisor is what seals the deal; the firm plays a minor role in the selection process.

Transition of wealth management into the digital era

Hitchen explained that Swissquote Group Holding SA (Swissquote), listed on the Swiss stock exchange since May 2000, is a Swiss banking group specialising in the provision of online financial and trading services.

Bitcoin's richest could own a significant part of global wealth

Credit Suisse’s latest estimates indicate that for the first time the richest 1% own 50.1% of all global wealth, a proportion that’s likely to move to the richest 1% owning two-thirds of global wealth by 2030.

Swiss Bankers Split on Future

The Swiss bankers and overseers visited Beijing, Shanghai, Hong Kong and Singapore in a bid to tout Switzerland as a modern, expandable, and reliable financial center for Asian firms.

Investor migration and the rise of the global citizen

Chandra, who is an Indonesian national and based in the Singapore office, explained that Henley also works with certain governments around the world to structure and promote their residence and citizenship programme.

Even as advisors jump ship, top execs are staying put

While executives are mostly staying put, more than half of lower-ranked financial advisors have either switched firms in the last five years or are seriously considering a move, according to a recent Fidelity study.

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