Managers of Wealth

Research: Over Half of Financial Organisations Are Only Updating Technology on a Reactive Basis

For many financial services organisations, the costs of internal solutions do ramp up.

Redefining Gender at Work: How Companies Are Evolving

In 2016, the U.S. Department of Defense officially declared that transgender Americans could serve openly in the military, and could not be discharged “just for being transgender.”

How Much Would It Cost To Own The Life Of James Bond?

We were probably better off not asking.

Forbes spotlights 24 Birmingham wealth advisers

This ranking was developed by SHOOK Research based on an algorithm of quantitative data and qualitative criteria, mostly gained through telephone and in-person due diligence interviews.

Meet Alex Amosu: Serial Entrepreneur Catering To Africa's Ultra Wealthy

From working as a cleaner during his teens to making his first million at 25, Alex’s entrepreneurial feats are inspirational.

William Blair Publishes a Whitepaper Addressing a Sustainable Future

“We will continuously evolve our sustainability effort to best help our clients achieve long-term success.”

High net worths believe in ESG but yet to proactively invest

Canaccord Genuity WM survey finds responsible investing is more important for female investors

Dubai is building a new skyscraper it will be 500 meters tall and it’s facade will be covered with digital displays

The oval-shaped base is patterned to replicate the outline of His Highness’ fingerprint will be surrounded by shops, water fountains and more.

SS&C GlobeOp Forward Redemption Indicator

SS&C GlobeOp Hedge Fund Performance Index: January performance 3.59%; Capital Movement Index: February net flows advance 1.11%.

Research: Asset Management Giants Don’t Walk the Walk On Long-Termism

A new paper says proxy voting records show that BlackRock, State Street and Vanguard often vote in favor of short-term proposals.

The richest people in the world live in this city (it’s not London or Hong Kong)

Where the wealthiest people in the world live is quickly changing

‘striking’ rise in perception of climate change risk

The survey also captured an increase in the concerns of respondents on geopolitical and social concerns (ranked third as ‘volatility of the geopolitical landscape’ and fifth as ‘social discontent and local conflicts’).

Schroders Institutional Investor Study 2018

Insurers’ confidence levels in achieving their desired returns have also slipped from 61% to just over half at 54%.

Fund flows turn positive in January but underlying trend is weak, says Calastone

The weakest were European equity funds, which saw their largest net outflow since the aftermath of the Brexit referendum.

Verona Kenny: “We’ve still got a long way to go before it’s 50/50”

“When you work in an environment where nine times out of ten you’re the only women and everyone else is male, nights like this are special,” she reflects.

6 Items Every French Woman Over 40 Owns

Sleek and refined, black jackets with a glossy finish are plucked straight from the 1967 French film Belle de Jour.

Private banking architects: Mark Branson – the man who cleaned up private banking

More importantly, it was a watershed moment for wealth management globally because the model of Swiss banking secrecy was changed fundamentally.

Bonds market safest for investment in 2019 - StanChart economic outlook

The global economic growth for 2019 is said to be slow for the first time in three years with inflation remaining under control across the globe.

The UK’s top income funds of 2018 revealed - Sanlam

The fund jumped 37 positions to reach the top position that was previously held by the Slater Income Fund, which has dropped into the Grey List after a more difficult 2018 and a pickup in volatility over the period reviewed.

High net worth clients need help navigating mortgage market – Panthera Finance

“They are quite often asset rich and cash poor, so being able to borrow allows them to not have to interrupt their cash flow.”