Managers of Wealth

Swiss Bankers Split on Future

The Swiss bankers and overseers visited Beijing, Shanghai, Hong Kong and Singapore in a bid to tout Switzerland as a modern, expandable, and reliable financial center for Asian firms.

Investor migration and the rise of the global citizen

Chandra, who is an Indonesian national and based in the Singapore office, explained that Henley also works with certain governments around the world to structure and promote their residence and citizenship programme.

Even as advisors jump ship, top execs are staying put

While executives are mostly staying put, more than half of lower-ranked financial advisors have either switched firms in the last five years or are seriously considering a move, according to a recent Fidelity study.

AI is About to Hit the Wealth Management Industry

Even securities selection itself is having AI applied to it through a number of techniques that all harvest big data on stocks.

Collectors should look beyond aesthetics when investing in art

Though understandable, this can be a dangerous line. The number of collectors who buy art not only for enjoyment but with an eye on investment is growing and is of concern.

UK dominates EU ranking of millionaire bankers

Britain hosts three-quarters of bloc’s highest-earning finance workers

Aston Martin back F1 plans, Ferrari stay silent

Red Bull's engine contract with Renault is scheduled to end this year and many paddock observers believe the team is lining up a possible switch to Honda engines, which may be badged as Aston Martin.

Gov’t-Issued Digital Currencies Threaten Financial Stability, Says Swiss Central Banker

The central banker also sees problems with decentralized cryptocurrencies, namely that they can not compete effectively with traditional currency requirements.

Trading Blows by Gary Dugan

Trade wars reflect two bigger geopolitical challenges facing financial markets, the rise of populism and a shift to multi-polar economic and political leadership in the world.

Getting the Balance Right in an HNW Real Estate Investment Portfolio

At CBRE Global Investors, Scott Spalding and his colleagues embrace what he calls “cycle awareness” in mapping out investment strategies for HNW clients.

Retired Wells Fargo Wealth Chief Defends the Firm

David Carroll comes to Wells Fargo’s defense, Texas advisors accused of running a Ponzi scheme and Buckhead Investment Partners rebrands.

GUEST ARTICLE - Unfriending Facebook - What's not to like? by Penny Lovell

Anyway, it’s certainly been a horrendous few weeks for the social media giant.

The Future Of Private Wealth Structuring In Jersey by Michael Powell

The future is challenging certainly, but bright.

The Big Interview: David Durlacher, CEO of Julius Baer

Wealth management in particular held a major attraction.

Wealth managers redraw business strategy for millennials

Millennials like to embrace diversity, sustainability, globalisation, disruptive technology, new business models, and entrepreneurialism like no generation before them

Richest 1% to Own Two-Third of World's Wealth by 2030: Report

The alarming projection stated if the trend following the 2008 financial crash continues, then the top 1 percent will hold 64 percent of the world’s wealth by 2030.

Larry Fink identifies China as critical BlackRock priority

CEO outlines opportunities created by Beijing’s reforms in annual shareholder letter

Market volatility in 2018 puts the focus on risk solutions by James Ramenda

Our models are completely transparent and comprehensive across asset classes and geographies, so all calculations are auditable and all risks are fully covered.

The EU and the ‘new 21st century colonialism’ by Anthony Travers OBE

In the light of FATCA – the US’s legislation aimed at forcing all US citizens to declare their assets to the IRS

UBS Chairman: The niche market for 'impact investing' could be huge — but it needs derivatives

"Many of our wealthy clients are active in philanthropy or run charities, and through these charitable engagements they're used to looking at impact."

Comment & Analysis