Managers of Wealth

CFA Institute Says Firms Must Act Today to Take Advantage of AI and Big Data Opportunities

Survey reveals investment industry is in early stages of adopting AI and big data analytics

Asset Management, Index Funds, and Theories of Corporate Control

Our paper seeks to ground the debate around asset managers, index funds and corporate control firmly in the practical context of the operation and regulation of asset managers.

Guernsey planning pointers

The following five pointers aim to assist to minimise delays and achieve a successful outcome.

Gender Diversification: How to Serve High Net Worth Executives

Survey participants also revealed that those working with an advisor were more likely to rate themselves as more knowledgeable and capable of managing their own portfolios.

Four Lessons In Pricing Innovation

Price a product too low and you risk not generating enough profits to ensure the viability of your company.

UBS to double number of investment bankers in China

The growth is likely to require a substantial increase in headcount.

No short-term recession but global growth will slow down, Santander WM

For the company, equities is the asset class presenting better return/risk ratio.

Cheah in Forbes Asia’s philanthropy list again

Forbes Asia released its philanthropy list that highlighted 30 of the most generous and impactful altruists across the Asia-Pacific region.

BVI LPs Enjoy Strong Year-on-Year Growth

This growth can be attributed, at least in part, to the new BVI Limited Partnership Act, which was enacted in December 2017.

Tech Regulation Series: The End of Permissionless Innovation?

Businesses in every sector will need to monitor and approach compliance comprehensively, holistically, and with an eye towards driving standardisation over time in order to remain ready to respond to the digital age.

Majority of Art Collectors Would Consider Sustainable Options - UBS Global Wealth Management

Six in 10 art collectors have thought about sustainable options when purchasing art or managing collections--with one in four willing to pay 25 percent or more above normal price for sustainable options

Industry has not caught up on gender diversity

Today, of course, women are earning more money and are far more involved in managing the family investment portfolio.

3 Ways Blockchain Can Benefit Women in Business

And for women who are already pursuing successful careers, it’s important not to ignore the potential of this emergent technology.

What Machine Learning Will Mean for Asset Managers

ML is particularly adaptable to securities investing because the insights it garners can be acted on quickly and efficiently.

State Street Global Advisors Global Market Outlook 2020 – “The Only Way Out Is Through”

“Despite current headwinds, over the longer term, value may be realized in EM equities, although investors may require a bit of patience”

The Emperor’s Old Clothes by Tim Price

There can be few fields of human endeavour in which history counts for so little as in the world of finance.

The Rise of the High Net-Worth Millennial

This is due to house prices being inexpensive relative to incomes in the 70s and 80s, arguably giving them greater purchasing power.

Lombard Odier: Partnership in China?

The wealth manager has established offices in Hong Kong, Singapore, and Tokyo, but in recent years it has entered into various joint ventures with local banks to establish a presence in Thailand, the Philippines, and Indonesia.

Revealed: The first four advice firm shortlists for the 2020 PA Awards

These awards seek to award excellence both within the financial adviser profession and the broader financial services sector that provides them with the products to best serve their clients.

Welcome to the season of perpetual hope

by Chris Bailey, European Strategist, Raymond James Investment Services Ltd.

Comment & Analysis