Managers of Wealth

Wealth Management: Using a conversational approach to attract and win clients.

Traditional forms of wealth management use face-to-face engagement when managing client relationships.

‘AML is the least effective anti-crime measure anywhere, ever’

He is currently working on a book that he believes will indicate pathways to better outcomes, reducing the social and economic harm caused by serious crime, while at the same time cutting regulatory and compliance costs.

Three questions on the outlook for banking

After unprecedented fiscal and monetary intervention mitigated an extreme economic fallout, there are clear signs of recovery, and in some parts of the world, growth is even exceeding previous forecasts.

5 reasons venture debt will go through the roof in the next 3 years

That hasn’t stopped venture debt from substantially growing its market share of the start-up ecosystem.

Global real estate investment proves resilient, yet uneven, in Q1 2021

Investors are accelerating their focus on portfolio diversification into logistics and multifamily assets. Across Europe, logistics posted its strongest first quarter on record with nearly €10 billion transacted, while investment in multifamily asse

Save money by investing in digitalisation

This means digitalisation must be high up on the C-level agenda and gain buy-in with leadership via a convincing business case.

Let the music play: Seven WMs look forward to office returns

Bouncing ideas around, an improved work-life balance and barista coffee are all among the reasons our readers are happy to be returning to the commuting life.

Top 10 Most Influential Women in Wealth Management

Barron’s master list is made up of top executives at some of the nation’s largest banks and brokerages, investment managers and securities analysts, and public servants and policy makers.

EU ‘Next Gen’ spending takes advantage of crisis to set precedent

That improves states’ credit worthiness, and removes some of the euro currency’s risks.

Building financial market resilience: From diagnosis to prescription - speech by Jonathan Hall

In a globally connected world, it is only by working and sharing ideas together that we can achieve our common goals.

PIMFA welcomes FCA plans to stop Claims Management Companies from ‘Phoenixing’

PIMFA has called for the practice of phoenixing to be banned for some time, not least in our policy paper published late last year.

How Much Inflation Do You Want Before You Believe It?

Thinking has become anchored on low inflation, low interest rates and easy policy.

Wealthy Indians look to Caribbean investment programmes

This is indicative of the mass exodus that is being seen in India, accelerated by Covid-19 and the deadly second wave currently hitting the country.

2021 Q1 Hedge Fund Report – Mapping a resurgent industry

These are the insights from Citco’s Hedge Fund report for Q1 2021

Best CEOs In The World For 2020: Most Influential Chief Executives

Overall, among the top 10 best CEOs in the world for 2020, the ninth and tenth positions are held by Alphabet CEO Sundar Pichai and General Dynamics chief executive Phebe Novakovic.

Liontrust's Michaelis on ESG trust: 'There are very few trusts out there with similar offerings'

Celebrating first new UK product in seven years

Here’s how the growing wealth of women impacts business

“It’s estimated that about 70 percent of affluent-household investable assets are controlled by baby boomers,”

Review of the week: One-track mind

Inflation is all investors can think about right now, causing stock markets to wobble a bit. More focus should be on the steady march to recovery. There’s fun to be had.

Island destinations making the most of homeport opportunities

As is true of any cruise ship homeport, these islands hope to capitalize on pre- and post-cruise stays.

Earn 127% return from your fine wine cellar

This put wine second in the annual index behind Hermès handbags (17 per cent), and ahead of cars (6 per cent), watches (5 per cent) and art (down 11 per cent), which was hit by a collapse in global auctions during the pandemic.

Comment & Analysis