Managers of Wealth

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

Why Leaders Need to Make Corporate Culture the Centre of Corporate Strategy

This is the future of high performance leaders and teams—a future where we put culture at the centre of the system

The Big Question: Can Financial Elites Serve the Public Good?

A Q&A with author Zachary Karabell on how Brown Brothers Harriman shaped America’s economic history and what today’s business leaders can learn from it.

China Tops List of Countries For Most Millionaires Moving Abroad

Turkey, the UK, France, Brazil, Saudi Arabia, and Indonesia came in the top ten countries to lose more millionaires.

Artificial Intelligence Accelerates Transformation in Wealth

How Predictive Analytics Can Deliver Results—in 90 Days or Less.

What does sluggish emerging market growth mean for investors? - Schroders

It’s important to look beyond the lacklustre headline figures to understand the differing macroeconomic dynamics in emerging economies.

Hong Kong’s banking sector showed resilience in 2020 as total assets grew, finds KPMG

Wealth Management Connect seen as first step toward wider cross-border opportunities.

Swiss Banks on Track for Record Profits

Even asset manager Bellevue’s shares are at their highest in 10 years.

Swiss banks boost capital bases despite coronavirus crisis

The pandemic has shown once again that massive shocks and unexpected spikes in uncertainty are a recurring feature of the banking sector.

Comment & Analysis