Managers of Wealth

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.

NS&I rate cut drives savers into investments

Government-backed provider latest to join the race to the bottom for savings rates

Why Real Estate Is One Asset That Builds Generational Wealth

For more average Americans, the numbers may be different, but the outcomes are similar.

Are You Keeping Too Much Cash?

And while I know all of this to be true, there’s a certain comfort in cash, isn’t there?

Quarterly market update: St. James’s Place

For investors in global stocks, the final three months of the year were broadly positive; the MSCI World index of large global companies rose in the quarter to end the year on a high.

Opinion: It’s time for our industry to grow up

From the perspective of the client, customers can be confident that the service they’ll receive will be consistent whether their accountant is in San Francisco, New York or Hong Kong.

Investment Insights Q1 2021 - Rathbones

The US dollar looks like it may be flying too high against most major currencies on a longer-term basis.

UBS and Credit Suisse: Investment Banking Riddles

The figure is 18 percent above the like-for-like figure of 2019, which means that 2020 was a fantastic year for traders and dealmakers.

Wealth managers cannot ignore best execution obligations

Every country has a regulatory body that examines firms’ abilities to provide best execution.

Comment & Analysis