Managers of Wealth

Estate planning: why make a will?

This alone demonstrates the importance of estate planning for those who wish to have peace of mind for themselves and their loved ones when it comes to their succession.

‘Understanding client psychology is essential in money management’

Not surprisingly then the race to acquire a slice of HNI’s wealth pie is growing as India is witnessing a swift rise in the number of HNIs who are scouting for customised solutions to manage their complex needs.

Hedging is Back

Although the passive approach will remain, the current environment calls for active management

What's next for technology in the wealth industry?

Founder and CEO of Wealthscope reflects on catalyzing impact of COVID, and where firms and advisors can take their next steps

Gregoire Bordier: «A Plea For Freedom»

This was demonstrated by the fact that in two votes in 2021, the COVID-19 Act was approved by more than 60 percent.

What explains the UK’s racial wealth gap?

These same factors also affect portfolio composition, which is the likelihood of owning certain types of wealth, such as housing or pensions.

Helvetia presents a gratifying result for occupational benefits

The risk and cost processes generated a cost-covering income.

Why Do The Ultra-Wealthy Use Private Banks?

Private banks offer concierge-style services, meaning that every time a client reaches out to their bank, they reach a personal account manager.

Female Advisors Are The Future Of Wealth Management

During the same period, nearly 40% of financial advisors are expected to retire.

Inflation, infrastructure and private equity – Q&A with Alexander Curry

The contractual framework of many infrastructure projects provides a degree of flexibility so as to permit rate changes where required to future proof such projects against interest rate rises and inflation.

An interview with Sally Jones-Evans: Breaking down barriers in the male-dominated world of finance

We spoke with her to find out what she had seen on her journey into senior management

The Road Ahead: Once More Unto the Breach, Dear Friends

Greater inflationary pressure, combined with a perceived lesser inclination to combat it, has been negative for the pound’s prospects, to say nothing of the return of Brexit risk, with the Northern Ireland protocol re-emerging as a Gordian knot.

Nowhere to Hide? Fine Wine is Providing a Rare Haven in Volatile Markets.

The initial shock from the war in Ukraine has led to surging commodity and food prices, triggering the highest inflation in decades in several major economies.

Does the hit series Succession offer real lessons on how to run a dynasty?

Viewers can look forward to Succession’s “delightful vipers’ nest of Shakespearean betrayal” but can entrepreneurial families learn from it?

Three Opportunities

Vietnam continues to enjoy healthy capital inflows as overseas companies seek to diversify their Asian manufacturing bases away from China.

The Biggest Challenges Facing Our World Today

In this environment, it’s even more critical that leaders from around the world come together in search of solutions and actions that drive sustainable positive change.

The Great Disappointment

“Unsubstantiated, shrill, partisan, self-serving, apocalyptic warnings are ALWAYS wrong.” - Stuart Kirk, (former ?) global head of responsible investing at HSBC Asset Management, at a Financial Times ‘Moral Money’ event, Thursday 1

In a range, which way do we go?

It looks like the ECB is now going to raise rates, and we are still expecting 2x50bps from the Federal Reserve over the next 2 meetings.

Investment Truths in an Uncertain World

We counsel our clients to pause and reflect on these valuable investment truths during uncertain times.

Global Investor Confidence Sees an Increase of 4.8 Points in May to 97.1

The index differs from survey-based measures in that it is based on the actual trades, as opposed to opinions, of institutional investors.

Comment & Analysis