Managers of Wealth

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.

Cost of Living City Ranking 2024

Mercer’s annual Cost of Living City Ranking provides valuable trends and insights for those who need to make informed decisions about global mobility operations

Baloise Celebrates a Jubilee with its 2024 Art Prize

The 30,000 franc prize has been awarded by an international jury of experts for 25 years now in the Statements sector of Art Basel.

Victor Aerni: «We Are Reluctant to Hire Big Teams»

Numerous private banks have taken advantage of the UBS takeover of Credit Suisse by hiring talent that has exited the latter, including in Asia.

Advisers realising Consumer Duty has ‘real teeth’, Schroders finds

Meanwhile, 63% of advisers think that the fair-value outcome of the Consumer Duty will put pressure on ongoing charging models, up from 59% a year ago.

Schroders UK Financial Adviser Pulse Survey 2024

Client optimism reaches highest level since 2021 with investors edging back to markets

Kermitted Asset Management: ‘Who cares?’ wins

The chairman has something to say but this time he needs to get in line

Ever Wonder How the Ultrarich Bank? 9 Checking Accounts With Perks for the Wealthy

Many ultra-high-net-worth individuals choose to conduct their banking at the same institutions that are frequented by average consumers.

Survey shows Singapore’s wealth management industry is embracing the digital age

40% of respondents under 35 even tapped robo-advisory services.

How the ultra-wealthy are preparing for a property uptick

When Rich Listers hit go on commercial real estate projects, it’ll be a sign that we’re close to a market turnaround.

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