Managers of Wealth

BankThink Robo-advisers must do more than help millennials build wealth

An automated adviser would need much more information than robo-advisory services typically collect during their account opening questionnaires.

Focus on Finance - June 2017

Delegates heard from expert speakers about how the international wealth management industry is responding to unprecedented market disruption, regulatory change and the rise of post-truth politics.

Banking: Go for a balanced portfolio, says CIMB Private Banking

In equities, we tend to favour growth stocks and shy away from yield and defensive stocks.

“The worlds of art, philanthropy and business are absolutely intertwined” – Jorge M. Perez

This is a wonderful achievement and largely down to Melinda Gates. However there is a danger which Marc Benioff, has encountered: “I have failed a lot in my philanthropy, where I will make philanthropic contributions and they just won’t be eff

What every HNW needs to know about offshore trusts

For people who want to avoid transparency, even for criminal, tax, and regulatory purposes, BVI is not the right jurisdiction.

And the best offshore bank account is…

No matter where you are, transferring money costs a fortune thanks to all the checks the banks must go through to examine whether you’re secretly funding Al-Qaeda.

Sound the Alarm: Robots Are Disrupting (Far Too Few) Jobs

This counterintuitive reality is critically important for policymakers and the public to understand.

Study: The ultra-rich hide 25 percent of their wealth in tax havens

The study demonstrates, yet again, that the super-rich are a law onto themselves, living in a world completely separate from the vast majority of humanity.

Sallie Krawcheck: Why Corporate America Will Never ‘Get’ Diversity

Maybe the better results that come from increased gender diversity just aren’t enough to get men—who remain mostly in charge

Visit the English vineyards putting us on the map

The estate has been conceived as a contemporary luxury brand.

Climate change, ethical investments and corporate social responsibilities

In an address at the White House, he said he was prepared to negotiate a new agreement or re-enter the accord on improved terms.

Woolf Sung raises a glass as it sees a whisky sales surge

“Wines are down because we have sold out of all of our stock, but everything else is up,” he added.

How To Invest In Chinese Startups Like A Pro

Chang is no stranger to early-stage investing.

An Uncertain Future

Born between 1980 and 2000, millennials are the largest generation in the modern era.

How asset managers can transcend digital disruption

Enter the vortex

When Money Can No Longer Travel

Money travels around the world in more or less the same way as people, and through some of the same city hubs.

The Lavish Life Of The Arab World’s Top Indian Business Leaders

To celebrate the 25th anniversary of Al Adil Group, Dhananjay Datar chartered a Royal Jet Boeing 737 for three hours for himself and 150 of his employees.

Global Investors representing $12 trillion condemn Trump decision

Global Investors representing $12 trillion condemn Trump decisionSustainable Investment Alliance Statement on US withdrawal[SH1] from the Paris Climate Agreement

‘Urgent’ need to address confusion around ethical investment in UK

Half of the UK’s eligible population is investing their personal wealth in a way that will benefit society, or are interested in doing so, according to a report by Ethex.

Giving Pledge Welcomes 14 New Philanthropic Individuals and Couples

Although the Giving Pledge is specifically focused on wealthy individuals, it is inspired by the example set by millions of people at all income levels who give generously - and often at great personal sacrifice - to make the world better.

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