Managers of Wealth

CEOs of Swiss wealth management banks committed to Sustainable Finance

These measures encompass the areas of transparency and disclosure, investment solutions and training as well as reducing greenhouse gas emissions.

Measuring and assessing culture, now and in the future, the role of purpose and the importance of D&I

The culture of the firms we regulate is central to the FCA’s approach.

A Time For Moderation by Coutts

Markets traded around three themes in August: inflation, timing of central bank stimulus reduction and more moderate growth

Diary of a Fund Manager - Two Cultures

In other news, Uber looks as if it will finally make a profit, whilst over the last 12 months Gazprom is reported to have delivered 17% more gas and PVC is four times more expensive.

What can banks learn from e-commerce?

The death of traditional retail had been forecasted for some time, but the process was expected to be slow and gradual.

The coronavirus effect on global economic sentiment

Executives’ sentiment on economic conditions continues to be positive, even as concerns mount—yet again—over the pandemic’s threat to growth.

Affluent Americans Boosted Charitable Giving in a Pandemic Year

Nearly a quarter of affluent individuals who responded to the survey said they had made contributions to support social-justice and racial-justice causes.

Where does the road lead for Sanlam?

In August 2017 it purchased Tavistock’s financial advice network – Tavistock Financial – adding £1.5bn to Sanlam UK’s assets.

Goldman Sachs was poised to triumph in China. What happened?

Wall Street bank is close to taking control of its Chinese subsidiary but new challenges have emerged

Traditional asset managers well-placed for alternative allocations

Strong grasp of client base and their requirements will enable them to bring private capital exposure to retail investors

Quilter commits to the Halo Code for its recruitment and workplaces practices

Quilter is committing to ensuring people with afro-hair or any other hair textures are not discriminated against in in the workplace or in its recruitment processes.

Crypto craze: Wealth managers, institutional investors set to invest in Bitcoin, others for first time

MicroStrategy is currently the world’s largest public company in terms of bitcoin holding followed by Tesla, Galaxy Holdings, Voyager Digital, Square, and more.

Americans believe investments play a role in addressing world issues, Schroders study finds

More so than their global counterparts, this year’s U.S. survey respondents believe investors and managers can play a part in solving the world’s problems, specifically after the pandemic, which increased some investors’ concern with env

Crypto Could 'Become the New Gold' for Luxury Home Buyers

Cash is still king, as nearly six in 10 (58%) are funding their luxury home purchase with cash on hand, including 25% who are planning to make all-cash offers.

UK wealthy underestimate effects of inflation

44% of respondents said they are worried about the effects of inflation and there was a slight gender discrepancy, with 46% of men being worried, while 42% of women are concerned.

Geneva PB equities head discusses the sectors he favours

Gonet & Cie's Bari Abdulla said that semiconductors and healthcare remain attractive in this environment.

How UHNW priorities have changed post-covid

They want a more active role with their finances

Could a Sea Change be ahead in family business?

As family members across the generations came together to deal with swiftly accelerating challenges and opportunities, there was a realisation that the transformation of the business itself was needed.

Asset management’s glass ceiling is cracking but still not broken

Pauline Hawkes-Bunyan of the Investment Association outlines how the industry body is attempting to bring more diversity into asset management.

5 ways robo-advisers will change wealth management

Here's why they have emerged as the preferred choice for many investors

Comment & Analysis