Managers of Wealth

Personalising Banking CX: the 'next normal'

Offering personalised experiences tailored to personas is definitely the ‘next normal’.

Crystal ball gazing for the year ahead

Who would have thought in the dark days of March 2020 that the year would actually turn out to be a good one for investors? Multiple risks remain and new ones could certainly emerge, yet there are also rewards to be had, too

Be careful what you own

This alone makes the response to Covid the single most lethal policy that Governments have ever adopted

HSBC advice head: ‘Covid has changed client relationships forever’

HSBC head of wealth and advice James Hewitson tells Michael Klimes Covid-19 has changed financial advice irreversibly

River and Mercantile’s Sym – six key tenets to help find attractive opportunities in Europe

To find these opportunities, Sym focuses on six key tenets which he believes can provide an ongoing source of alpha for the fund.

How will 2020 impact the future of the aviation industry?

The commercial airlines suffered badly in 2020. Passenger numbers fell by 70% and, on average, remain at less than 45% of 2019 levels throughout the year.

Scots spirits venture set to launch global rum brand

Two well-known Scottish entrepreneurs are set to launch a new rum brand after setting up their own spirits business.

Why Latin American Families Look to the US & Europe for Security and Comfort

Emilio recently spoke at the Uglobal 2020 Wealth, Tax Planning & Immigration Virtual Expo panel, Preparing Ahead: Best strategies for international tax and wealth planning before making a move to a new country.

Our Five Investment Industry Predictions for 2021

What does 2021 have in store for the investment industry?

The Risks and Benefits of Opening a Swiss Bank Account

Switzerland is mainly known for numbered bank accounts, which are listed only by number rather than by name, making it hard for officials to track down someone's account.

Silver Linings Even in Adversity - Gary Dugan

The markets price a view that the vaccine's rollout will suppress the spread of the virus by the middle of this year.

Global economy watch: Predictions for 2021

From the great lockdown to the great rebound

Global Expansion – The Outlook for 2021

Diversification doesn’t only protect your business.

The next normal arrives: Trends that will define 2021—and beyond

2021 will be the year of transition.

Humanity’s colonisation of space is about to take-off

As private companies and billionaires pour investment in space exploration, the rate of progress will increase. Now the cosmos is about profit as well as knowledge.

Effecting Legal Arrangements And Executing Documents Remotely: Have We Got The Hang Of This Yet?

One of the maxims that I preach in my role in knowledge management at a global law firm is that change is hard.

Showcase your investment experts with remote meetings

One of the best ways for advisors to get the inside track on products and markets is by connecting with asset managers’ capital market experts, portfolio managers and product specialists.

Where Wealth Tech is Headed

A key takeaway for advisors is the case for a strong digital presence in clients’ lives.

2021 UK and Global economic outlook

The report finds that the unprecedented nature and size of the economic shock could negatively impact family planning.

Swiss National Bank Profit Slumps

The profit for 2020 is significantly lower than in 2019, when the SNB had reported a net profit of just under 49 billion francs.

Comment & Analysis