Managers of Wealth

Millennials Demand More Advisor Efficiency

We have a way to do a screen share with the client so they can be at home and we can be at the office and share ideas.

Women: An Untapped Market for U.S. Advisor Talent

Women remain outnumbered in financial advisor communities despite efforts to recruit more female advisors; only 16 in every 100 advisors are women.

Savers, investors and expats: Now is the time to prepare for a hard Brexit

The warning from Nigel Green, founder and CEO of deVere Group, comes as it looks increasing likely that the British government is opting for a so-called hard Brexit.

Disclosures, risk assessment becoming vital for wealth management

The wealth management industry is in a flux. A new generation of well-informed investors have brought new standards to the industry

Robo-Advisory Maturing

The second phase took place between 2015 and 2016, where online brokers and some asset managers began implementing platforms.

Davos, Switzerland: new property rules no barrier to super-rich

Exclusive resort continues to attract wealthy buyers despite limits on holiday homes and foreign ownership

2016: A Year of Loose Ends and Wits’ Ends by Annie Catchpole, Scorpio Partnership

If you are a fan of the European Union, the Clintons or George Michael we know you probably haven’t had the best 12 months.

De-bunking the myth – not one blockchain to ‘rule them all’ by Steve Miller, Senior Product Manager, Gresham

The focus is now shifting firmly down onto whether or not practical problems can realistically be solved, and if so – which ones, and how?

How Leading Financial Advisors Generate Affluent Client Referrals

Very often, when wealthy clients are asked and asked in the proper manner, they will come through with affluent investor referrals.

How the best advisers use technology to grow

By the end of 2015, those accounts that had benefitted from systematic rebalancing had a 1,550-basis point advantage over those that did not.

Five Strategies To Chasing UHNW Unicorns

How to prepare your practice for attracting these valuable, yet elusive, clients.

Hong Kong Billionaire Li's Force Field May Be Fading

Series of elections in Europe may intensify uncertainty for Li

The Regtech Revolution: Compliance and Wealth Management in 2017

This outlay can limit a firm’s ability to invest in growth.

7IM: advisers should be biased towards high-risk investments

He added this is even more important in today’s world of defined contribution (DC) where defined benefit (DB) pensions are coming to an end, making harder for clients to reach their retirement savings goals.

Britain’s new African empire

The ‘Scramble for Africa’ is proceeding apace

Safety, security, confidentiality the JPMorgan way

The consolidation in the industry has been evident with a number of players downsizing or even making an outright exit from Asia.

The one factor that matters by Tim Price

Five things they don’t tell you about economics

Podcast: Brendan Kennedy on how he got involved in the marijuana space

Brendan Kennedy established the first major online information resource for consumers of cannabis

Coutts - Weekly Investment Update

Shanti Kelemen, Portfolio Manager, Coutts reviews this week’s strong economic data, but notes there is lots of uncertainty ahead in 2017

Why are Americans Working Abroad Giving Up Citizenship?

For people who want to legally escape U.S. filing requirements, the only way is to formally renounce their U.S. citizenship.

Comment & Analysis