Managers of Wealth

Diversification is the Key to Success in the Dynamic Markets of North Asia

Eliza highlighted the many changes she has witnessed in the past ten years in North Asia.

Tidjane Thiam no longer has this luxury mandate

The reason given is that Thiam needs to take time to devote to his political career.

Why Wealth Managers Miss Philanthropic Opportunities

Some lawyers and accountants are also regularly part of the process.

Surge in number of Ultra High Net Worth buyers in central London

So says a new wealth survey by London estate agency Beauchamp Estates.

Essential questions to ask when switching your financial services provider

The wider financial services sector is progressing to ecosystems distinguished by frictionless exchanges of data.

2023 Review & 2024 Outlook

The above were just the big sectors stories.

Accolade Wines restructure looms but China no golden ticket

Accolade’s recapitalisation comes after a difficult period for the industry and with dealmaking back on the cards.

From Lonza to gold gains: Swiss CIOs share their boldest investment calls

Four Swiss CIOs share their strongest convictions for 2024 with Citywire.

Swiss Savings Survey 2023: The Swiss population is more focused on security than ever

Saving is an important aspect of our culture in Switzerland

Fear Among Investment Bankers at the New UBS

Only employees of American banking giant Citigroup were more uncertain about their jobs (44.6 percent).

'Guernsey’s Place in the World’ to be Highlighted at Annual Finance Update

Attendees will have the opportunity to learn how Guernsey Finance supported the financial services industry in 2023,

The Netherlands as a hub: European business expansion and supply chain optimisation through Dutch SPVs

It serves as a transformative catalyst, providing companies with a gateway to global growth.

Don’t give up on St James’s Place, Hargreaves Lansdown, Abrdn and Schroders just yet, says broker

Meanwhile, as interest rates have increased over the past year, investors have dumped underperforming UK equities in favour of cash.

Goldman Sachs Asset Management raises $650 million for life sciences fund

The fund, West Street Life Sciences I, will specifically target early to mid-stage therapeutic companies with multi-asset portfolios as well as tools and diagnostics firms.

Why Most Accounting Firm Wealth Management Practices Are Not Successful

The biggest obstacle to success is the reluctance to discuss wealth management and their firm’s wealth management practice with their clients.

More than a third of women say they would not be able to afford everyday spending in a recession

This latest research also shows that men are much more likely to consider themselves to be financially resilient to a recession should one materialise.

SJP: ‘Focal point remains on bridging advice gaps’

Policy proposals promising better access to advice without compromising consumer clarity are expected to materialise at some point in 2024.

How the expanded Dormant Asset Act revolutionises financial planning

To date, £1.7bn has been transferred to the Reclaimed Fund Limited.

Ten events investors need to watch in 2024

The coming year is expected to be a turbulent one, with more than two billion people going to the polls at some point in 50 countries to vote in national elections.

Are high-end private tutors worth the money?

With private tuition on the rise and increasing competition in elite schools, knowing who to turn to for tutoring is increasingly challenging – and important

Comment & Analysis