Managers of Wealth

How has coronavirus accelerated the global wealth transfer?

Advisers will have to adapt their offering to deal with the ‘physical and emotional changes’

Platforum: Platforms and the rise of model portfolios

The range of funds available on some platforms was arguably wealth managers’ greatest complaint.

Virus grounding of Asia's private bankers erodes wealth management trade

And while regulators are easing rules that typically require in-person meetings and on-site visits, banks are still catching up with digitization and some bankers are reluctant to step away from the traditional checks.

For the Best and Worst of Times: Convertible Bonds Through the Coronacrisis

We have a positive outlook on convertible bonds for three reasons: downside risk mitigation, a cheap entry point and improving liquidity.

Fear fading on Wall Street as investors learn to love the new bull market

Investors may well heed their advice: nearly 80% of fund managers surveyed by BofA Global Research, the highest level in more than a decade, expect the global economy to grow over the next year.

Bias Busters: Lifting your head from the sand

The team leader wanted to be ready for anything.

Five million wealthy Brits will not receive inheritance

As only 40% of HNWs have plans in place to minimise the tax paid by beneficiaries

US dollar second only to gold as good investment right now - RWC Partners

As long as currency-debasing policies abound, then gold, will remain a primary investment for the fund.

Rethinking “CEO exceptionalism”

Fortune/Deloitte CEO Survey on how COVID-19 is redefining the CEO role

CNN Money Switzerland to cease operations

The company said it will try to limit the consequences on its 25 staff members and business partners.

Counting the cost of getting your timing wrong

Past performance is not indicative of future performance.

Earning residency through business investment in the Cayman Islands

The Certificate of Direct Investment is for those who have made, or propose to make, an investment of at least US$1.2 million in an employment generating business in the Cayman Islands where at least 30% of employees are, or will be, Caymanian.

Bridging the Gap

60% of the advisers we surveyed said they had turned away prospective new clients in the last 12 months, which provides a reasonable indication of the size of the current advice gap.

Current Wealth Technology Tools Not Meeting Financial Advisor Expectations, According to Broadridge Study

51% of North American financial advisors often think of leaving current wealth firm in search of better technology 77% report losing business due to inadequate technology

Key Things You Need To Know by St. James's Place

The decision left thousands of people scrambling to book the last remaining tickets out of the country, adding to fears of a second wave of the pandemic.

Third of wealthy to buy small firms to kickstart economy

The research looked at how the wealthy had amassed wealth and what they want to do with their money.

Schroders to allow thousands of staff to work from home in milestone for City

Britain's largest listed asset manager has fired the starting gun on the end of City life

Faraway Escapes: Is Now the Time to Invest in Remote Properties?

Many homeowners are considering moving away from large cities to the secluded island or rural ranch of their dreams—here, top real estate specialists comment on the trend

COVID-19 and residential real estate in the US

Looking to buy, sell or build a property in the US? Explore how COVID-19 has impacted the behavior of people and businesses towards real estate.

The rise of the titans

Unlike active funds, passive funds are designed to match the components of a financial market index – such as the S&P 500 – in the belief that the market will outperform any individual stock in the long term.

Comment & Analysis