Managers of Wealth

How pay in 16 wealth roles differs across the UK

Idex’s 2020 UK Salary Guide for wealth management compiled pay ranges across a wide variety of roles across different regions of the country.

What the Covid-19 shock teaches bond investors

Bond markets were extraordinarily volatile during the corona crisis.

Private Equity Firms In The Wealth Management Space Face A Stay-Or-Go Decision

And although equity markets have recovered after an initial tumble, it remains an open question how long they can defy gravity before the weight of poor economic data begins to outweigh investor optimism.

Fund Pricing Explained by Coutts

Understanding how fund prices are calculated and when they are published can be useful when viewing valuations or deciding when to put money in or take it out.

Gold could head as high as $3,400, VanEck CEO says as metal pulls back from records

“We became really bullish last summer when gold broke out of its six-year sort of sideways market, and then the other technical confirmation happened when it went to all-time highs a month or so ago,” van Eck said Monday on CNBC’s &l

Private Banking and International Environmental Goals – Aligning Misalignment

Reaching international environmental goals needs financing, and private banks have their hand on a significant lever guiding where finances flow globally.

Wealth Management M&As Continued Strongly in July

The number of deals and client assets under management in June and July were the highest since Fidelity began tracking such data in 2016.

Gold From Hong Kong Is Making Its Way To Other Havens – Including Switzerland.

The precious metal recently rallied past $2,000 per ounce on pandemic and inflation fears and is expected to keep rising.

How to Prepare High-Net-Worth Clients for IRS Wealth Squad Audits

Five critical actions to take.

Interacting with customers in the "New Now"

How is the COVID-19 pandemic changing the way companies and customers communicate?

Swiss Romandy Sees Thriving Fintech Ecosystem Centered Around Geneva and Lausanne

The report ranks Geneva as the world’s third largest fintech hub, recognizing the city for its political stability and legal framework, and technological environment.

Family office VC investment and allocation on the rise, says SVB and Campden Wealth report

These families are eyeing early-stage investments and funds that focus on Seed and Series A stage companies, along with placing greater emphasis on quality managers and diversification to reduce risk.

Savers and investors net £25.6bn in tax incentives

But wealth firm says government needs to ‘exercise caution’ if it wants to cut this ‘easy target’

Luxury Homes Tie Chinese Communist Elite to Hong Kong’s Fate

Her partner owns a now-retired racehorse and spent hundreds of millions on a stake in the storied Peninsula Hotel that he later sold.

Family offices are driving innovation and being well rewarded

Global report shows that family offices are significant funders of innovative businesses and getting good returns

McKinsey: «A Third of Clients Weren't Contacted During the Crisis»

Private banks are trying to maintain the momentum from the crisis.

All change in Sanlam Income study as UK dividends tumble

Liontrust’s Income fund has regained its top spot on Sanlam UK’s twice-yearly study on the UK equity income sector.

Time to evolve ESG analysis – Mona Shah

Before the pandemic, there was a mass of ESG data available.

Tough-to-Impress Harvard Grad Molds Fortunes of China’s Rich

Jeneration oversees $2.5 billion of asset for families, funds

Working remotely? Take a break every 30 minutes — your home office may be ruining your back!

The study recommends workers should stand and move around for two minutes every half-hour.

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