Managers of Wealth

US$ 4.4bn Of Private Capital Globally Is Set To Be Invested In Dubai’s Residential Property Market

Dubai has taken pole position as the most preferred emirate in the UAE for HNWI’s globally to purchase real estate.

Here’s why wealth managers like to hire ex-athletes

In his view, athletes bring a unique set of skills that align perfectly with his firm’s values and operational goals.

Schroders unveils European Equity Impact strategy in response to client demand

The investment process includes extensive due diligence in the form of proprietary impact scorecards

Can women really have it all?

Charlotte Tague, Investment Director at Investec Wealth & Investment (UK), talks about the unique difficulties facing mothers in the workplace and some developments to consider going forward.

Equity markets should see further upside in 2024

With the US stock market facing near-term pressures from slower economic activity, we tactically lower our portfolio exposure here to strategic levels and increase exposure to UK stocks.

Is the stock market's advance too narrow?

If these stock market gains reflect unfair competition in the economy, and the monopolistic abuse of market power, they could undermine the credibility of capitalism and even threaten its viability.

Private Equity Is No Place for Your Clients' Retirement Money

Yes, public markets are risky, but at least they are transparent. And they remain the best option for all but the most experienced investors.

To scale or not to scale a growing advice practice?

In particular, scaling up as a boutique advice firm can present advantages, such as servicing a greater number of clients, but also requires additional time and expenses.

The effects of a general election on the new tax year, according to LGT Wealth Management’s David Lane

This time, we have David Lane, Partner and Technical Director at LGT Wealth Management. David shares some advice for the new tax year and weighs in on the effects of a potential general election.

No Easy Bets Except maybe in Tech

April retail sales growth too fell short of expectations, and downward revisions to previous months’ data added weight to the concerns surrounding consumers’ spending power. 

“I've consistently experienced exceptional service” – Case study: helping a client following their business sale

We were recently able to help a client get set up with a personalised banking service following a significant post sale windfall.

Wealthy Americans Growing Cautious About How They Spend.

LVMH Moët Hennessy Louis Vuitton, meanwhile, said last month that demand for high-end liquors has declined sharply in the U.S., leading to high inventory levels.

How Does Gen Z’s Wealth Now Compare To Baby Boomers in Their 20s?

This prevents them from accumulating wealth for the future at the rate many boomers did.

Why is art the top alternative investment choice for Asia’s wealthy?

Among investments of passion, art claimed the top spot in 2023

More Ultra-Rich Are Worth Over $100 Billion Than Ever Before

Between them, they hold nearly a quarter of the wealth of the world’s 500 richest people.

St James’s Place: what is your experience?

Wealth manager under scrutiny after fees revamp

Legacy is a double-edged sword for HNW family businesses, report warns

Family legacy building can empower families when they have shared values, but a focus on the past can stymie innovation, a new KPMG report has warned

Should I stay or should I go? A practical guide to the UK’s non-dom tax changes

They looked at the practical steps that people with different non-dom status in the UK should be considering, and suggested starting discussions with advisors and bankers as soon as possible.

Here's What The Great Hand Down Will Mean For Wealth Managers And More

This sparked my determination to bring about meaningful change in the industry and hence how Ctrl Alt was born.

Is there ever a bad time to invest?

But as 2022 reminded us, there are periods when it doesn’t pay to be invested – and sometimes they have lasted a while.

Comment & Analysis