Managers of Wealth

How to Prepare High-Net-Worth Clients for IRS Wealth Squad Audits

Five critical actions to take.

Interacting with customers in the "New Now"

How is the COVID-19 pandemic changing the way companies and customers communicate?

Swiss Romandy Sees Thriving Fintech Ecosystem Centered Around Geneva and Lausanne

The report ranks Geneva as the world’s third largest fintech hub, recognizing the city for its political stability and legal framework, and technological environment.

Family office VC investment and allocation on the rise, says SVB and Campden Wealth report

These families are eyeing early-stage investments and funds that focus on Seed and Series A stage companies, along with placing greater emphasis on quality managers and diversification to reduce risk.

Savers and investors net £25.6bn in tax incentives

But wealth firm says government needs to ‘exercise caution’ if it wants to cut this ‘easy target’

Luxury Homes Tie Chinese Communist Elite to Hong Kong’s Fate

Her partner owns a now-retired racehorse and spent hundreds of millions on a stake in the storied Peninsula Hotel that he later sold.

Family offices are driving innovation and being well rewarded

Global report shows that family offices are significant funders of innovative businesses and getting good returns

McKinsey: «A Third of Clients Weren't Contacted During the Crisis»

Private banks are trying to maintain the momentum from the crisis.

All change in Sanlam Income study as UK dividends tumble

Liontrust’s Income fund has regained its top spot on Sanlam UK’s twice-yearly study on the UK equity income sector.

Time to evolve ESG analysis – Mona Shah

Before the pandemic, there was a mass of ESG data available.

Tough-to-Impress Harvard Grad Molds Fortunes of China’s Rich

Jeneration oversees $2.5 billion of asset for families, funds

Working remotely? Take a break every 30 minutes — your home office may be ruining your back!

The study recommends workers should stand and move around for two minutes every half-hour.

How to reshape the C-suite for a better working world

The COVID-19 pandemic has dramatically altered the C-suite’s responsibilities. Here’s how senior leaders can navigate a changing world.

JPMorgan and UBS Wealth Both See Value in Corporate Bonds

JPMorgan says credit as an asset class appears ‘cheap’

Swiss bankruptcies decline by fifth despite Covid-19, says KOF

The results saw large variations by region and industry, according to the report.

The Coolest New Watches Don’t Look New At All

Watches created with vintage patina—a.k.a. “fauxtina”—are the best way to get your hands on the tropical dial of your dreams.

Top 10 Things In Order To Travel More Sustainably In Summer Vacations

Also, keep in mind that each extra kilo is aggravating for the environment as each extra kilo requires extra fuel for an airplane to take-off.

How Social Isolation in the Pandemic is Compounding Loneliness for Many—Even Those at the Top

Our social isolation during this pandemic has only compounded the existential pain of loneliness felt by so many Americans.

Nothing Personal…It’s Just Business

There’s a personal connection to the business from the moment a jobseeker clicks the ‘Apply’ button.

Are Leaders and Managers Essential Workers?

Signs appeared on streets around the country thanking them for their courage and noble persistence in their work as the pandemic unfolded.

Comment & Analysis