Managers of Wealth

Book Review: The Wealth Elite

The study has limitations, having been based on personal contacts

Worried About Climate Change? Make Sure Your Super Fund Matches Your Environmental Values

From record-breaking droughts affecting farmers through to kilometers of dying coral in the Great Barrier Reef, most Australians are now aware of the increasing threats of climate change.

The Digital Vortex in 2017: It’s not a question of “when”

In our research beginning in 2015, we saw that some industries were quickly and heavily affected by digital disruption

Brian Balleine: «Wealth Succession is Always a Matter of Trust»

Not only do you have to have it structured properly, but you have to have a health check on the structure on a regular basis.

9 things bankers fear this Halloween season

There's clearly more than one bogeyman haunting the industry.

Millennials and sustainable investing – a guide for the sceptical

And what about millennials, the very people this new investing culture has rushed out to greet?

The spy who came in from the void

On Thursday, Hasanah was charged with committing criminal breach of trust (CBT) over US$12 million worth of government funds.

Global billionaire wealth soars 19% to record £6.8 trillion

Now in its fifth edition, the report draws on UBS and PWC’s extensive client network and access to data, and aims to promote a deeper understanding of the billionaire population globally.

China is minting a billionaire every three days as tech boom unlocks 'stealth wealth'

The total number of billionaires reached 2,158 last year, up 9% from 2016, according to a new report from UBS and PwC.

From the UK to Australia to Canada, Responsible Investment weeks highlight growing demand for more sustainable investing

The demand from individual investors is becoming an ever-greater driver of this growth, with more and more clients asking their banks, pension funds, investment managers and financial advisers to align their finances with their own personal values.

Trade war, slowing economy and market rout wipe out billions from China’s 400 richest people on Forbes list

The median wealth of China’s 400 richest people shrank by US$300 million in 2018, compared with last year, according to Forbes

A banker's woe: Chinese wealth may get harder to snag for global bankers

The Swiss bank on Tuesday rescinded its travel guidance and said in a statement it was business as usual in China.

Tossing Out The Rule Book

Private banks that plan to be around for the long-term are embracing digital transformation and sustainable practices.

Bitcoin’s 10th anniversary: its dominance will decline, but crypto market will rise by 5000%

“As such, the market will have grown beyond recognition when Bitcoin celebrates its 20th anniversary.”

Clarity Clinic: Mario Knoepfel, UBS Wealth Management

UBS Wealth Management’s Mario Knoepfel outlines what is driving the growing interest in sustainable investing among Asian investors, and describes how UBS is responding

Scotch Whisky Exports Show Strong Gains But Outlook Is Uncertain

Littlejohn highlighted sharp increases in exports to India and China, along with other emerging markets.

Barclays’ third quarter update beat expectations

Having completed the restructuring of Barclays in 2017, our transatlantic consumer and wholesale bank is now delivering. We are prudently managing risk and our balance sheet, and benefitting from our diversified model with earnings resilience.

The whole wealth management industry has had to adapt

We have one simple goal: to protect and grow our clients’ wealth

HNWs ‘more resistant’ to one size fits all wealth solutions

Advisors could be left out in the cold as trust, technological change and intergenerational wealth transfer plays on the minds of HNW families, writes Arun Kakar

Going green: the FCA’s developing approach

When we look to the future, we see a financial services market that could be transformed both by climate change itself and the transition to a low carbon economy.

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