Managers of Wealth

Economy resembles ‘Ever Given’ stuck ship, but don’t panic: CS Swiss CIO says

He also compared the economy to Jonathan Swift’s satirical novel Gulliver’s Travels.

Review of the week: A chill wind blows

A week of Fed watching cooled the recent rise in US Treasury yields, sending the dollar and sterling lower. Then British flags followed suit.

UBS CEO Enjoys Full Backing, Chairman Says

UBS' plan was to poach Hamers, one of Europe’s most talented banking innovators, to work his magic on the hidebound Swiss giant.

What does a brighter future mean for asset prices? by St. James’s Place

The first quarter of 2021 saw markets weigh up the potential impact of a rapid economic recovery, writes Tom Beal, Chief Investment Officer at St. James's Place.

Just 500 households in New York City will pay the highest rate in Cuomo’s millionaire-tax hike and suicide deaths fell during the 2020 pandemic — but why?

The proposed tax on residents making $1 million a year or more will hit nearly 123,000 New Yorkers across the state.

HNWIs take to digital wealth management platforms

Tech-savvy investors demand greater transparency, speed and lower costs

Do you have a licence for your Minsky? by Tim Price

Chaos theory can be applied to a variety of disciplines, among them weather and climate.

1,200 HSBC employees to work permanently from home

About 70% of the call centre staff opted to permanently work at home while 25% wanted to go into the office for some of the time.

5 Intangible Assets You Get By Working With A Wealth Management Firm

That’s why many high-net-worth individuals find it invaluable to work with a private wealth management firm rather than a DIY approach of multiple lawyers, accountants, financial advisors, and portfolio managers.

New tax year checklist by St. James’s Place

Early use of the new tax year's allowances and exemptions could reap rewards over the longer term. Here are the key areas to think about.

Review of the week: Resurrection by Rathbones

The US economy is rocketing towards recovery, with jobs, confidence and output soaring amid a strong vaccination drive and stimulus. Next on the list, investment in clean energy.

Digital Client Onboarding: The Talk Of The Town

Most financial services firms struggle with the basics of their onboarding processes and are unable to set the tone for the right and profitable customer relationship.

Customer Satisfaction: don’t let a good crisis go wasted

The ugly truth is that without customer satisfaction, there is no customer retention.

Corporate culture - grasping the ungraspable

The case for and against measuring culture has been addressed in previous Insight articles with one making the case for measuring and the other against.

What's next for Open Banking?

This creates big opportunities to make banking better, in particular, tailored, personalized solutions for every area of money management.

Richest Black Women in the World 2021

Despite these barriers to wealth, these women have gone on to achieve enormous wealth.

Knight Frank Asia Pacific Insights: April 2021

Despite various states in Australia having lifted social distancing measures and increasing office capacities, workers have been slow to return to the office, despite some urging from corporates.

Labuan IBFC: The Fastest Growing Captive Insurance Centre In Asia And Mena

Captives are self-insurance vehicles licensed as reinsurance companies set up as a strategic risk management facilitator

Think Positive

How can we best invest to make life better for all

Lasting Power of Attorney registration drops 30% during pandemic

While numbers still haven’t returned to their previous levels, they are getting closer and it is encouraging to see that people are getting the much-appreciated piece of mind that having an LPA entails.

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