Managers of Wealth

Catherine Morgan: “The financial advice industry is still being saturated by 55-year-old men in suits”

Our Women in Finance series continues with financial coach, planner and podcaster, Catherine Morgan, from The Money Panel.

The ultimate gift for a literati – Comedies, Histories and Tragedies Second Folio by Shakespeare for $356k

Interestingly enough, this is the edition of which William Prynne complained that it was printed on best crown paper.

Gift Ideas: 16 Affordable Watches That'll Upgrade Any Wrist

A new watch could literally be the silver lining of 2018.

2018 in review: What can we learn for 2019? - Julius Baer

“2018 has been very different from 2008 or 2000,” says Chief Investment Officer Yves Bonzon in his video outlook. Instead, he draws parallels with the situation in 1987, when markets recovered rapidly after a sudden correction.

Chinese women are at the forefront of global luxury spending

Chinese rich buy nearly one third of global luxury goods and take the lead in the consumption growth, Julius Baer revealed in its annual report.

UBS loses ground against rivals in tougher ETF climate

Swiss investment bank hit by $3.1bn outflow in November after year of headwinds for managers

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

Comment & Analysis

Top 5 Christmas Reads From Team Sanlam