Managers of Wealth

Responsible investments: Separating the wood from the trees

Executive director of Pengana Capital Group, Adam Myers, agreed, adding that the trend is consistent with increasing awareness.

How to build trust with skeptical HNW clients

As a result, they can be suspicious and slow to trust even ethical financial advisors who specialize in meeting their needs.

Peace of Mind and Happiness Trump Your Clients' Material Wealth Goals

Meanwhile, 28% of men value the power and influence that wealth brings

Wealthy Brits brace themselves for Brexit uncertainty

Investors find their nerves tested by political volatility in the UK

Wealth Access Named Three-Time Finalist in the 2018 WealthManagement.com Industry Awards

The leading account aggregation and personal financial management (PFM) platform was nominated in the TECHNOLOGY PROVIDERS: Wealth Reporting/Personal Finance Managers category.

UK Asset Management Firms Ramp Up Brexit Preparations

Data is king

KPMG: Hooray, Henry! (High earners not rich yet)

Just 50% of firms have active customer retention measures in place, accroding to KPMG.

Falling expat mortgage interest rates and weak UK housing market favour expat buyers

As the threat of an increase to UK Base Rate and with it expat buy to let mortgage rates recedes, Offshoreonline reports several lenders have begun to cut expat mortgage rates and reduce bank administration fees.

Young wealthy women taking the reins on family financial planning, study finds

An extraordinary 72 per cent of younger women said they were primary financial planning decision-makers in the household

Succession Planning: A beginning to preserving family wealth

This article endeavours to provide a snapshot of five key trends in the realm of succession planning in India

Scorpio Partnership 2018 Global Private Banking Benchmark

Many wealth managers present in Asia continued to increase their focus in this region in 2017.

Young high-net-worth Canadians inspired and optimistic they will have a positive impact on the world

Survey reveals generational differences among wealthy Canadians on philanthropy, legacy and social responsibility

Fund groups lacking dedicated A-share analysts

Janus Henderson has only two analysts dedicated to China and A-shares within its Asia ex-Japan team, for example.

The culture of whistleblowing - ignore at your peril

Many businesses reject the solid evidence that shows that not only is whistleblowing something every business should have, but also the evidence that whistleblowing will make their businesses better

Is meeting the fund manager a must?

For John Moore, senior investment manager at Brewin Dolphin, the personal information he can get from such meetings is important.

Invesco gains, Blackrock loses in FE 100 changes

Threadneedle’s fund was also among several of the firm’s products recently pulled from distribution in Taiwan, FSA reported earlier.

Big fund managers cagey on revealing post-Brexit plans

Just 22 of 57 the largest asset and wealth managers have made announcements

The ECB springs into action – but is it far too early? by Gary Dugan

The economy has taken a turn for the worse in the first half of the year with economic data coming in below expectations.

12 Best-Funded Fintechs In Switzerland

Avaloq provides digital and core banking software and a provider of software as a service (SaaS) and business process as a service (BPaaS) solutions for banks and wealth managers.

Asia-Pacific Ready for Take-Off? - RESEARCH

Financial incentives for private banking RMs to switch to independent setups are attractive given an average wage increase of 45-51% for those that make the change.

Research