10/14/2020
How can we narrow the ethnicity pension gap? - St. James’s Place
We ask three experts to explore the reasons behind the gap, and discuss how we might begin to address it
Comment & Analysis
10/14/2020
The New Customer Relationship in Wealth Management
Whilst the promise of new products has been largely unrealised, banks have been forced to embrace digital to stay ahead of the disruptors, and arguably are providing a better service as a consequence.
10/14/2020
Buyers from the U.A.E. and U.S. Account for Highest Numbers of Mortgage Deals for U.K. Properties
Shoppers from Malaysia are purchasing the most-valuable homes
10/14/2020
Europe-based buyout firms bet big on impact investing
The sector has gone from a niche discipline just a few years ago to a $715bn market globally
10/14/2020
China takes half of APAC billionaires' wealth
Almost all of the Chinese billionaires are self-made, new study finds
10/13/2020
What Makes a Great CEO?
There are few roles that are as rewarding as CEO as you play such a key role in helping the business to achieve its goals and you get to build the workplace culture, but it is also challenging, a lot of hard work and you must be willing to make the big de
10/13/2020
Does The Market Really Need A Vaccine by Gary Dugan
Where the general opinion until quite recently has been that for a full recovery
10/13/2020
UBS AM sees Swiss equities as ‘unattractive’
The US and Australia are seen as neutral, while Japan, the eurozone, China and other emerging markets were all seen as attractive.
10/13/2020
Outsourcing fund administration for efficiency
The main reasons include: increased LP and investor pressure around transparency; the requirement for secure, institutional-grade technology; governance challenges; and the pace and complexity of regulatory change - think AIFMD, FATCA, CRS and BEPs and mo
10/12/2020
Women and wealth: It’s time for a customised approach
For too long, wealth managers have looked at the women’s segment through a marketing lens
10/12/2020
Global private wealth holders set to almost double impact investing allocation over next five years
A new research report launched by Campden Wealth, Global Impact Solutions Today
10/12/2020
Total value of the top 3 M&A financial advisers deals surpasses $555bn
As a result, it was the only firm to surpass the $200 billion mark. It outpaced the second adviser, JP Morgan, by a huge margin as the latter had $178.9 billion.
10/12/2020
Impact investment gains from improving measures of success and failure
More than a century after a pioneering Rothschild fund to improve London housing, the sector is coming of age
10/12/2020
In the mouth of madness by Tim Price
We cannot rely on one or two voices.
10/12/2020
2020: Did conventional investing wisdom pass the test?
Whiplash in markets has challenged some aspects, while reaffirming the truth of others
10/12/2020
Why the Bahamas is the ideal location for family offices
As families seek greater control over their financial affairs, the establishment of family offices has risen to play a vital part in the cohesive and efficient management of family business interests, along with the domestic and personal affairs of their
10/12/2020
Sentiment within asset and wealth management improves as profits recover
AMs post rise in business volumes
10/12/2020
BlackRock kicks off earnings for fund management industry in tumult
Third-quarter reports start this week as consolidation among asset managers takes off
10/11/2020
How to Create a Culture That Doesn’t Fear Automation
In the real world, most technology is repetitive and automatic in the best way possible.
10/11/2020
Why the Companies of the Future Will Need Groups AND Teams
Group work strengthens relationship bonds among team members, helps these members hone their individual skills, and inspires a culture of accountability (member-to-member) that doesn’t make employees feel they are always playing defense.