Managers of Wealth

Technology is driving stability in the global subsidiary governance industry

The global pandemic has left multinational companies around the world struggling to maintain the full compliance of their international subsidiary portfolios.

The Demon-Haunted World by Tim Price

This is a prescription for disaster.

Chris Hohn blasts BlackRock and Vanguard overclimate change

Billionaire hedge fund manager calls on big asset managers to challenge companies on global warming

Navigating the new normal - the future of structured finance

Currently, the entire market is under stress and that will continue, probably until the latter part of 2021.

Navigating the Crisis with Virtual Design Thinking

The reservations, however, arise from the fact that design thinking engagements needs people around.

Learning from Failure by Russ Kliman, Global Leader, SEI

First and foremost, to be successful you need to be open to the fact that the way you see things

2 Steps to Tap into the Power of Empathy by Allie Carey MD, Front Office Product, SEI

Empathy comes naturally to some, but is a little tougher for others.

Happy anniversary Mr £53m — the last of the star fund managers

Terry Smith has built the biggest investment fund in Britain, so why isn’t everybody happy?

STEP survey shows trusts and estates business is riding out COVID-19 pandemic

The pandemic's effects have been unevenly spread around the globe.

Predictions 2021: Wealth Management Firms Embrace Digital To Thrive

Beyond the pandemic, environmental crises such as wildfires in the western United States and global social unrest highlighted the importance of sustainability.

Why Sales Forecasting Will Be More Important Than Ever Going Into 2021

While 2020 has been anything but predictable, nobody knows exactly what 2021 holds. By taking a scientific approach to forecasting your sales, you can avoid potential problems with your KPIs. It’s time to shift your sales process to focus on the fut

Thinking Globally Has Paid Off by Coutts

Investing globally proved to be the right approach in September

US Election: Backing the Winner by Coutts

We get under the hood of our funds and portfolios to find what the US election result could mean for our investment clients

Why Wealthy Americans Are Pursuing New Citizenship Opportunities Amid the 2020 Election

Even more specifically, some HNWI are already hedging their bets for 2020 by betting on other countries and pursuing citizenship by investment programs to do so.

Hubbis Mini-Survey of Asia’s Independent Wealth Management Community

In conducting the Mini-Survey here, our objective was to glean a snapshot of the key issues and operational risks faced by these IWMs, 59% of which are IAMs/EAMs, 35% of which are MFOs and 6% of which are brokerages.

ETF investors call for better product education and transparency

Growing demand for fixed income ETFs

5 minutes with… Nick Bland, Head of UK Client Services at Ocorian

At the same time, DB was building its offering in the fund space, with my group acting as a loan servicing middle office because we had the infrastructure to do so.

UK charities and coronavirus: updates to Charity Commission guidance

The guidance also now includes an additional section on the rule of six.

WeekWatch by St. James’s Place

While large technology companies are thriving throughout the pandemic, the overall health of the world economy is much more mixed.

UK residential property: A window of opportunity | Perspectives from Singapore, Hong Kong and London

One agency reported that its Prime Central London sales for properties worth over £2 million were 85 per cent higher than the same period last year.

Comment & Analysis