Managers of Wealth

The hike before Christmas by Tim Price

The Nasdaq went higher, the S&P too

An early retiree who interviewed 100 millionaires discovered nearly all of them got rich using the same 3-step strategy

One of the millionaires told John that he and his wife focused on their careers, made good decisions, saved, and had "good fortune with our investments," particularly through his 401(k).

Engaging the Client. Selecting the Best Products. Achieving Better Outcomes

Another perspective came from a senior banker who stated, “we can deliver advice digitally, but we cannot deliver digital advice, there must be a human idea behind it.”

Top Real Estate Opportunities At Home And Abroad In 2019

There are three factors behind this trend, according to Pesce.

A Financial Canary in a Coal Mine

Parsing the sharp drop in bank shares. Also, reasons to worry about global growth.

“We see continued, above-trend growth…” Coutts

Having a similar investment in US dollars means you are really taking a credit risk only.

Australia’s $8 billion in hidden treasure

There is $8 billion cash hidden throughout Australia — and you could be sitting on hundreds without knowing it. Here’s where to look.

Asia faces tough contradictions in dealing with climate change

A major sticking point in negotiations was hammering out a new set of transparency standards.

Technology democratizes wealth management

Fintech opens many new opportunities for businesses to develop their range of services and tap into a broader client base, irrevocably democratizing wealth management

Catalyzing the growth of the impact economy

Consumers would direct greater shares of their spending to social enterprises, thereby spurring large mainstream companies to measure and pursue impact.

Sustainable investing starts to curry favour

With the necessity to limit resource use and greenhouse gas emissions, sustainability and disruption will increasingly move in tandem as the global economy shifts gear

The Future of Ultrahigh-End Space Travel

The price of admission is $55 million, which means the market is small, admits Amir Blachman, Axiom’s vice president for strategic development.

Here Are Nomura's 9 ‘Gray Swans’ That Could Hit Markets in 2019

Bank joins HSBC in unveiling next year’s potential surprises

Steve A. Cohen With Glenn Fuhrman: On Investing, Philanthropy And Art

Mr. Cohen founded SAC Capital in 1992 and converted his investment operations to the Point72 Asset Management family office in 2014.

Balancing the ‘digital’ and ‘human’ in the wealth management sector by Penny Lovell

We realised that the financial services community, and more specifically, the wealth management remits, were lacking any form of platform or conversation space to explore important areas.

Why Billionaire Investors Still Remain Positive on Long-Term Trend of Crypto

Throughout the past nine years, Bitcoin has suffered five bubble-crash-build-rally cycles wherein the dominant cryptocurrency dropped by about 85 percent on average and recovered to a new all-time high.

Luxury prices rise twice as fast as inflation reveals latest Luxury Inflation Index from Coutts

A key finding from the latest CLPI, published twice a year, is that secondary school fees have tripled in 20 years and the cost of a private education continues to rise faster than inflation.

The evolution of an independent advisory firm

The J.P. King story began with their switch from that legacy desktop performance reporting, billing and portfolio accounting system to the Black Diamond® Wealth Platform.

Citi Private Bank Issues Outlook 2019

Citi Private Bank releases its key market views and investment themes for 2019 and beyond

Hope in the East?

Psigma CIO Tom Becket explored whether this year’s poor performance from regional assets was set to continue in 2019

Comment & Analysis