Managers of Wealth

Lists of top bosses are fine but what about the 50 worst?

Employees and customers could benefit from knowing more about the least impressive CEOs

A review: Delio’s real estate roundtable

During the hour-long session, our panel shared their thoughts on a wide variety of topics; the impact of Covid, Brexit and changes in the risk appetite of investors were all discussed, plus much more in between.

Asset Management to Supersede Swiss Private Banking

About nine of ten of those asked rated asset management as important or very important for Swiss finance.

2021-2022- Forecasts: Insufficient Global Coordination for a Steady Recovery

In her latest publication, Edmond de Rothschild Group’s Chief Economist has highlighted the discrepancy between US outperformance, eurozone recovery and Asian growth being undermined by low vaccination rates and continued border restrictions.

Family Offices in a Post Pandemic World

During the initial stages of the pandemic, many family offices went into ‘crisis mode’, needing to take steps to preserve family wealth and mitigate their capital risks.

Entity health checks: the doctor will see you now

Cross-border businesses often find themselves lost in a maze of local company law and regulations governing the management and control of their legal entities.

Better Investor Risk Profiling gets Everyone Invested, All the Time

There is a lot of potential for improvement in the context of investor risk profiling.

Leveraging financial ecosystems: Five myths debunked

The advantage of this approach is that you’re using the ecosystem to add greater value to customers.

Reaping big rewards in Asian small caps

Investment Insights by our experts and thought leaders

‘Greatest endorsement yet’ for Guernsey’s international insurance centre

The new multi-layered cover will reimburse aggregate payments from the Central Fund in excess of £600 million up to £1.25 billion, which will serve as a key component in Lloyd’s chain of security.

Global Wealth Management Starts New Global Wealth Women Division

Amber Kelly, Wealth Advisor and Client Service Operations Director, started Global Wealth Women to help give women access to quality retirement planning focused on their specific needs.

Succession: Transferring your wealth to the next generation

Succession planning should take place holistically and with a view of your entire estate – both local and offshore – to ensure that no conflicts, confusion, or omissions occur.

Partnering for success: Charities at the forefront of scientific innovation

Over the past several years, we have seen some charities intensifying their grant funding on scientific and healthcare innovation.

Crypto investment accessibility set to grow ahead of expected inflation rate hikes

Mathew McDermott, Goldman’s head of digital assets, said the bank is also looking to facilitate trades via exchange-traded notes tracking bitcoin.

SocGen Switzerland PB CEO: We want to reach a gender-balanced board

The company is aiming to become more diverse to better represent its clients, Franck Bonin said.

Malta faces 'serious harm' if greylisted by imminent FATF decision

A new paper published last month by the International Monetary Fund, set out out how greylisted countries have been hit over the years.

China's prudent policy mix will pay dividends, says Amundi

The $2tn manager believes China will become a core part of global portfolios across asset classes due to Beijing's caution in embracing unconventional monetary policy.

When things go wrong

In 20 or 30-years’ time when I look back on what Octopus has built, I hope that people will recognise that we always tried to do the right thing, even when no one was watching.

The Christie’s Wine Expert: “Rosé Champagne Never Loses its Allure”

Chris Munro, Head of Christie’s Wine Department, explains why the appeal of pink champagne lasts long beyond the summer

Wealth management 2.0: How has the regional landscape evolved

Wealth management has gone through layers of disruption to morph into its current advisory form

Comment & Analysis