Managers of Wealth

St James’s Place: what is your experience?

Wealth manager under scrutiny after fees revamp

Legacy is a double-edged sword for HNW family businesses, report warns

Family legacy building can empower families when they have shared values, but a focus on the past can stymie innovation, a new KPMG report has warned

Should I stay or should I go? A practical guide to the UK’s non-dom tax changes

They looked at the practical steps that people with different non-dom status in the UK should be considering, and suggested starting discussions with advisors and bankers as soon as possible.

Here's What The Great Hand Down Will Mean For Wealth Managers And More

This sparked my determination to bring about meaningful change in the industry and hence how Ctrl Alt was born.

Is there ever a bad time to invest?

But as 2022 reminded us, there are periods when it doesn’t pay to be invested – and sometimes they have lasted a while.

A World of Contrasts

The recent release of the monthly University of Michigan consumer confidence survey highlighted significant weakness in confidence and an increase in anticipated inflation.

The Evolution of Tokenisation Amongst HNW & UHNW Investors in Asia’s Wealth Management Markets

It is important to note that this survey was not designed to be a comprehensive treatise on tokenisation.

The six foundations of discretionary portfolio management

An exuberant communicator with an obvious passion for his work, Jia Hao Sng isn’t someone you might naturally expect to find extolling the virtues of emotional detachment.

Advice on cash surges nearly 50 per cent in three years

The research also reports that two thirds of advisers (62 per cent) are likely or extremely likely to continue to proactively offer cash management solutions to their clients in the future.

World’s Top 15 Cities for Millionaires: 2024

The report’s use of the term “wealth” refers to investable wealth, including property, cash and listed company holdings.

New possibilities with plastics: opening up opportunities in the circular economy

Contrasting with this is the sustainable growth that is becoming possible today and is emerging in the form of the circular economy.

If it feels like NYC is richer, you're right. One in every 24 residents is a millionaire.

New York City is now home to 349,500 millionaires.

Sotheby’s launches exclusive to help the world’s richest buy trophy assets

Named the Family Office, it will give billionaire clients exclusive access to the world’s finest trophy real estate, fine art, jewellery and cars.

The Business Exit Book– Coutts Launches The Guide To Selling Your Company

When it comes to selling your business, our new Business Exit Book is there to help guide clients through the process.

‘The worst seems over’ for ‘cheap’ and ‘reasonably attractive’ Chinese stocks: EFG Asset Management

CSRC measures announced in April have changed market sentiment from very negative to positive, he says

Swiss mortgage loans: five tips for your real estate project

For construction projects, banks often offer building loans.

Spring is in the air for the UK economy

A likely change of government in the autumn should not derail market confidence.

Looking for long-term growth in healthcare and beyond

CIO looks at how personalized healthcare innovations may unlock long-term investment opportunities in the fast-growing fields of oncology, genetic therapies, and medtech—as well as other opportunities beyond technology.

The World’s Wealthiest Cities in 2024

Hot on its heels in 2nd place is Northern California’s Bay Area, encompassing the city of San Francisco and Silicon Valley.

How has Consumer Duty impacted wealth management so far?

This means consumers should expect helpful and accessible customer support, timely and clear information and access to products that are relevant and provide fair value.

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