Managers of Wealth

The family business: Planning ahead to pass down the family wealth

At the heart of the wealth creation in the region are the family businesses in Southeast Asia.

Wealth Rises At All Income Levels, But Faster At The Top

Policymakers in Congress acted swiftly early in 2020 and then again in 2021 to counter the ongoing disruptions of the pandemic.

Digital Transformation – Are Asia’s Private Banks and Wealth Management Firms on Track to Realise their Hopes and Visions?

The panel also looked into the obvious pitfalls and tricky nuances of implementing and executing these decisions so that these often very significant technology investments are not wasted by not taking the right approach to digitalisation.

Magical Mantelpieces: 7 Festive Decor Ideas That Will Wow your Guests

From classic ideas to fresh takes on festive design, find all the inspiration you need to give your home a holiday glow up this season

François Pauly: «We Aren't Where We Want to Be in Zurich»

What’s behind this unusual step on to the operational side of the business?

Billionaire Space Race Turns Into A Publicity Disaster

Bezos's Blue Origin rockets are estimated to create 75 tons of emissions per 11-minute flight, more than the average person creates during their entire lifetime.

Special Report – Metaverse: overhyped or the next internet revolution?

When Facebook changed its name to Meta Platforms1 in October, the word ‘metaverse’ moved from the domain of tech geeks to the mainstream.

PIMFA welcomes extension of 10% depreciation notification rule flexibility but calls for longer term reform

This was always a rule that had more relevance for European Union financial markets than it did for the UK and our departure from the EU presents our industry, and the FCA with an opportunity to enact reforms that better fit our own domestic markets.

Seven Black Swans a Swimming: Tail Events That Could Shape Markets

As Christmas approaches, we have taken inspiration from the old carol and selected seven ‘black swans’ that could have an outsized effect on markets over the coming years, for both good and ill.

Bubbles, inflation, negative breadth: which market myths matter for 2022?

This issue of Simply Put, where we make macro calls with a multi-asset perspective, tests their validity.

Health becomes a hot topic issue in high networth families’ financial planning

Generational wealth planning needs to take pointers from pandemic lessons

From Covid-19 to new normal-22: What's in store for 2022?

One can never be certain what lies ahead but we remain cautiously optimistic about the prospects for 2022.

To Win the Platform Placement Game, Figure Out What Distributors Need

National accounts leaders are well aware of the importance of keeping their firm’s product set fresh and relevant to distributors

Deck the halls with interest rate rises

This will be our last Weekly Bulletin of 2021.

State Street's Irfan Ahmad: «Finance is Transforming to a Digital Economy»

The division focuses on digital assets and technologies and encompasses the set up of a new integrated business and operating model to support clients’ entire digital investment cycle from pre-trade, trade, and post-trade, as well as other initiativ

Will wealth managers ever get on board with crypto?

Will wealth managers learn to love bitcoin and its ilk, or will the associated volatility risks and lack of regulation remain a strong deterrent for most in the sector?

The ‘cowboy cocktail’: How Wyoming became one of the world’s top tax havens

An oligarch, a dictator’s aide and a beverage tycoon turned to America’s least populated state to shelter assets, the Pandora Papers show.

Central Banks In Action Mode

The Bank of England raised interest rates last week in an abrupt U-turn. At the previous meeting, the BoE’s monetary policy committee had voted 7-2 in favour of no action.

Charity or philanthropy?

Highlighting the difference between charitable giving and the philanthropic structures needed to support ad-hoc giving alongside longer-term goals.

The importance of intergenerational wealth management: how to do it and why should you?

Below, Phill and Craig tell us more about the benefits of planning for your financial future at an early stage.

Comment & Analysis