Managers of Wealth

‘Rewards of Gold Promise to be of Historic Magnitude’

"Despite the impressive year-to-date advance, we believe this cycle is still in its infancy, and that it promises to be extremely powerful.”

Investors need to accept that 'significant volatility' is the new normal

This illustrates the current level of volatility in financial markets in the post Brexit vote era.

Trust no-one by Tim Price

Something rather odd is going on in the mainstream media

Charm offensive by Paris leaves bankers confused

After much enmity, there is distrust over France’s sudden affections

Future Leaders of Britain by Penny Lovell

Our participants were divided into teams and were challenged to create a business that had some sort of subscription based model.

Swiss bankers propose alliance with London to negotiate EU terms

Role for Hong Kong and Singapore envisaged in push for access to trading bloc

Swiss route poses a challenge for Brexit UK

EU agreements may be difficult for Bern to maintain and even harder for London to follow

Family Offices: Interest Rates Spike

The office provides a single point of contact to co-ordinate the strategic objectives of the family and monitor capital positions and liquidity against risk/return objectives.

Jim Armitage: Shutting the property gate does not mean walls will tumble down

Aberdeen is famously mostly weighted towards Asia.

Your Grandfather's Watch Could be Worth Thousands: How to Tell

It might be something with an important family story, something you can keep and treasure and pass along

HNW clients want to invest in real estate now

Bank of America's elite wealth management unit surveyed 684 HNW adults, 30% of whom have $10 million or more of investable assets.

How Would Your Clients' Portfolios Hold Up in a Dreaded Black Swan Event?

The market volatility may have clients asking about other, less obvious risks in their portfolios, and the likelihood of similar events in the future. A new tool from Morningstar may help.

St. James’s Place – “Investors must maintain a diversified approach to UK equities”

Despite last week’s result, the UK is only 75 per cent certain to leave the EU according to Hamish Douglass, of Magellan and fund manager of the St. James’s Place International Equity fund.

Safe Chinese Bank Exposed To Risky Investments

The Beijing-based lender, ubiquitous in small-town China, disclosed 953-billion yuan of interbank investments in special purpose vehicles in a prelisting document filed to Hong Kong’s stock exchange on Monday.

Bonds or Sukuks: Who’s winning the race?

As anticipated, the predicted windfall didn’t materialize, with total issuance actually dropping compared with last year.

The Not-So-Secret Trick That's Helped Millions of Americans Get Rich

Patience can be an important thing if you want to be wealthy.

Chinese retail investors have ‘taken over silver’ – Saxo Bank

In the year to date it is up more than 40 per cent, outpacing gold, another safe haven asset.

BCG areas for action - part 3: Look good or be good?

In this aspect of wealth management, BCG concludes that the traditional approaches to segmentation, which are based mainly on wealth levels and cost-to-serve models, have passed their expiry date.

A smarter way to communicate with distributors

And digital channels are making a bigger contribution to these efforts.

What Is Planned Giving?

Planned gifts make use of legal and tax strategies and/or financial products requiring donors to turn to professionals for assistance.

Comment & Analysis