Managers of Wealth

Four Principles for CEO Branding

It has a significant impact on revenue. And in the case of a start-up, the CEO’s brand influences the ability to secure investors.

COVID-19: Relevance of Stoicism in Today’s World

Stoic philosophy is based on the pillars of character, courage, convictions, conscience, communication, charisma, compassion, consideration and contribution.

Why we upgraded our forecast for global GDP growth - Schroders

We now see 2020 global growth at -4.6%, following a better-than-expected second quarter for the US economy.

Is your Employee Benefit Trust fit for purpose, or is it time for a review?

An EBT is a trust established either in the UK or offshore, set up by a company to hold cash and other assets, such as shares.

Wealth industry headed for supermarket-style duopoly

The developments may trigger a major re-organisation of Australia's wealth management industry, which is still reeling from the damning findings of the Hayne royal commission and the retreat of the once-dominant big four banks from the sector.

Alternative Data and the Coronacrisis: A Crystal Ball?

Alternative data isn’t a crystal ball – but in the depths of the coronacrisis, it was the next best thing.

Decoding Outsourcing Within The Insurance Industry

The outsourcing providers are highly competitive and advanced, know their role and understand the need to incorporate latest technology into their processes to serve clients quickly and efficiently.

Onboarding new asset types: a case for flexible risk model integration

Fast-evolving analytics platforms should make this granular investigation process lighter to perform.

Change Please coffee for social good

We recently worked with Change Please as they served frontline workers at the NHS Nightingale, donating over 7,500 coffees provided to hospital workers working tirelessly to save lives.

How Taiwan is initiating a ‘new normal’ of MICE

The bureau has also launched a Taiwan Global Anti-Covid-19 Pavilion website to inform the public and private sectors of the latest information from Taiwan

Wealth Management in Japan: Everlasting Mirage or the Turning of the Tide?

The history of wealth accumulation in Japan is well documented and goes back several decades.

Landed estates struggling to fill slump in income from Covid-19 impact

Re-insurers don’t understand their risk with regard to Covid-19 so are reducing what they will offer and have put rates for whole of life cover up by around 15%.

Are you prepared to quickly respond to bank acquisition opportunities?

An important part of the FDIC bid process, due diligence, is conducted using virtual data rooms to share key data, including loan portfolio tapes and other critical data information.

London’s millionaire property postcode hotspots

The £1-£5m category accounts for the higher number of these transactions (92%) with an average sold price of £1.7m, while 97 transactions have completed between £5-£10m and 13 at £10m+ with the respective average sold p

The more it changes, the more it stays the same

The constant drift to the strongest growth franchises is also the beauty of passive investing.

Unidos Hacia El Futuro by Tim Price

Its protagonists are all trying to escape a dark present and an equally tortured past.

Fintech companies outrun big banks in profit and valuation

Pandemic drives digital pay in US and China as analog banking slows to a crawl

Singapore tilts at financial crime, but problem areas remain

Singapore— whose economy contracted by an alarming 42.9% in the second quarter of 2020

Winning the wrong game by Tim Price

We have no problem with shorter term speculation either, and indeed we incorporate it within our bespoke managed account service in the form of systematic trend-following managers.

Central Bankers – Finally an Admission of Guilt by Gary Dugan

This year's annual meeting of global central bankers at Jackson Hole, Wyoming, like so much this year, has been unprecedented.

Comment & Analysis