Managers of Wealth

How High-Net-Worth Accountants Build And Manage Exceptional Teams

To be clear, team members are other professionals – specialists – that accountants bring into wealthy client situations

Avaloq's Fernandez: No Time to Lose in Asia

Francisco Fernandez, chairman of Swiss banking IT firm Avaloq, won’t go idle, despite having relinquished his operative responsibilities

Core values and governance vital wealth transition in to help transition HNW family businesses

“There is no right or wrong way forward,” said Wong.

Philanthropy Forecast, 2018: Trends and Issues To Watch

When I first started following philanthropy over twenty years ago, it was a pretty sleepy sector

For Advisers of UHNW Clients, Takeaways From a Billionaire Survey

Arts and sports ownership are important.

A majority of auto executives still think battery electric cars will fail, survey says

According to the survey, which polled nearly 1,000 executives (including 90 in the United States), more than three-quarters of executives think that fuel cell hydrogen vehicles will be the future.

Women Are The New Secret Weapon In The Financial World

The new hypothesis of investing is that Millennials can go it alone if they want just to invest.

Global economy to ‘heat up’ in 2018, says Standard Chartered

“Goldilocks” investment environment to give way as inflation rises, says bank’s annual outlook

What Working With A Wealth Manager Really Looks Like

Wealth management is an often misunderstood term

Swiss Banking's 2018 Winners

Still, Collardi is likely to remain in the public eye as he seeks to boost hiring and bring across clients from Julius Baer to Pictet.

Are U.K. Money Managers Doomed?

An industry in crisis is proving surprisingly resistant to consolidation.

Equities Correction Is Nearing, Survey Finds

Jupiter Asset Management is positioned for a stock market fall as equities continue to drive higher.

How Big Advisory Firms Are Adding More Women

With women representing less than 20% of advisors and minorities just 10%, the industry has much room for improvement — which some firms readily acknowledge and are working hard to address

Roboadvisor Platform Revenues to Reach $25 Billion by 2022, As Automation Drives Wealth Management

Revenues for Providers to Grow by CAGR of 70.3%

What We Got Right and Wrong 2017

The backlash against globalisation seen in 2016 will have repercussions in 2017.

Jail time is on the rise

The Corlytics Barometer, which examines global regulatory enforcement patterns globally this issue focuses on market conduct.

2018 Outlook – Events to Watch out for this Year

As a rising tide lifts all boats, strong demand for corporate credit has led to the strong performance

Market conduct enforcement activity back on the rise - RESEARCH

Financial markets are learning from past mistakes but regulators are being increasingly firm on individuals.

Asset Managers Are Forced to Adapt

Major competitive and regulatory developments with asset managers prevail, while interest rates are a key trend for financials in general.

What Investors Need to Know About Zimbabwe After Mugabe

Now the country is at a crossroads.

Research