Managers of Wealth

Trends that will govern the regional wealth management space

Joshua Jahani, managing director of investment bank Jahani and Associates (J&A), provides an overview of the current wealth management landscape and evolving trends

Why women are key to sustainable investing …

Sustainable investing is an investment discipline that considers environmental, social and corporate governance (ESG) criteria to generate long-term competitive financial returns and positive societal impact.

A Spirit with Status: Everything You Need to Know About Collecting Rum

Savvy wine and whisky collectors are expanding their horizons—here’s why rum should be your next liquid asset

The Great Generational Digital Wealth Transfer by Alan Goodrich, ERI

The Private Banking sector has become an important participant in the post-trade world of securities settlement and clearing – a domain that is also on the verge of its own transformation, thanks to the introduction of blockchain techn

Sports and Philanthropy Top the Pursuits of the Wealthy

Writing, politics, and art round up the top 10, according to Wealth-X, a global information and insight provider on the wealthy.

PIMFA voices disappointment at fee approach for Appointed Representatives

It is the view of PIMFA that the proposals put forward in this consultation directly penalise firms which are, in theory, best placed to have effective supervisory models of their Appointed Representatives.

Nine Self-Made Female Rich-Listers

There are very few self-made women on the UK's Richest 250 list, with more women marrying onto the list than earning a place.

TISE lists more than 40% of UK REITs

The International Stock Exchange (TISE) is now the listing venue for more than 40% of all UK Real Estate Investment Trusts (REITs).

Switching to a New Market Phase

On the one hand, earnings expectations look relatively conservative given the strength of the recovery and could continue to be revised higher.

Three assets to benefit from the current 'knife-edge' markets

Markets have responded strongly ever since the announcement of successful vaccines against Covid-19.

How to maintain and deepen relationships with research & due diligence teams

Aligning your firm’s distribution, marketing and product development efforts to the unique demands and needs of these teams has never been more critical and is no longer a suggested best practice, but a requirement for approval on their platforms an

Navigating Safely Down the Digital Transformation Waterfall

The current trend towards APIfirst, cloud-based solutions that promise greater flexibility and better cost control appears, on the face of it, to favour an agile approach – or does it?

Beijing Crowned Billionaire City But Where Are All The Family Offices?

Despite this extraordinary wealth, Family Offices are almost non-existent in Beijing - home to less than 5% of all Asia-Based Family Offices.

Noel Quinn: «We Are Not Into Bitcoin»

Price volatility aside, he also noted other issues such as the difficulty of assessing ownership and convertibility into fiat money.

The UK's 12 richest hedge fund managers

Some managers soared up the rankings while others fell down, depending on the success of their strategies in 12 months of unprecedented turmoil.

The Gates Foundation Faces an Uncertain Future. Here’s How That Might Play Out

Bill Gates has also grown much richer over time, with a net worth that stands at $125 billion. Both men have pledged to give away nearly all of their money.

Olympian, actor… wealth manager? Meet Michel de Carvalho, one half of Britain’s ninth richest couple

Visible in the background on our Zoom call are the wooden beams of what I discover is his home in St Moritz; an exotic mural halos his head.

Aligning resources to cost-effectively grow assets

This includes aligning both sales and marketing coverage to the value, behaviors and preferences of each segment.

Robots v Covid-19: the future of work?

It is estimated that in the next five years close to 85 million jobs may be displaced by algorithms, artificial intelligence and robotics.

Review of the week: Stuck in inflation fixation?

Inflation concerns aren’t receding despite policymakers’ best efforts. Expect more inflation scares to trigger further stock and bond market volatility.

Comment & Analysis