Managers of Wealth

Only the adaptable thrives in the new landscape of asset managers

Good advice, grounded on data and technology, is becoming a differentiator for companies that can provide it.

St. James’s Place – “Bellwether Kensington”

“We believe the excitement of the media about the surprise outcome will be short-lived and economic realities will come to dominate investor actions in the coming months,” said Sandro Näf of Capital Four Management.

Socially responsible investing: who’s getting the benefit?

Ethical investment is now big business, but are investors doing well out of doing good?

From bush-boy to buddhist monk to banker: Michael Dobbs-Higginson

But I’ve led a very good life, so I’m very relaxed about it.

Wealth firms to go way of record companies in tech shake up

The report coincided with the launch of a separate study from KPMG highlighting the big challenge facing fund firms as clients become 'less tolerant'.

Dealmakers: the top wealth and fund deals since 2009

It’s only when you dig through years of stories that you realise just how much movement there has been in that time

Eight reasons to work in wealth management, or not

Not all new hires start their careers on the same track.

Most Firms See Robos In Their Future

Financial advisory firms plan to include robo advisors in their offerings, high net worth advisors need to embrace technology and investors care about how a company treats its employees.

Stranger in a strange land by Tim Price

But that someone who has publicly supported the IRA, Hizbollah and Hamas could attract 12.9 million votes while the United Kingdom is under attack by terrorists simply beggars belief.

Internet Celebrities Angelababy, Papi Jiang Are China’s Youngest Philanthropists

Hurun ranks China’s top 100 most charitable individuals, with a charity threshold of about $US2.2 million.

Fund houses’ assets rose but profits fell in 2016

Research further warns that a third of profits in Europe could be wiped out by 2018

2 Million Electric Cars Now Trolling Pollution, IEA Reports

It is undeniable that the current electric car market uptake is largely influenced by the policy environment.

UK election: What a hung parliament means for markets - Schroders

Following the surprise UK General Election result, Schroders considers the implications for the economy and markets.

Richard Buxton: the revolution of the young

This was a vote by the young against soaring student indebtedness and a dysfunctional housing market.

Creating value in Swiss-China connectivity

Brand certainly still counts for a lot in the eyes of wealthy Mainland Chinese individuals and families. And this isn’t just when they buy luxury items.

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.

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