Managers of Wealth

Brigitte Kaps: «Why CEOs Should Accept Help»

It is all the more alarming that CEOs often aren't properly prepared for the task and left alone to deal with it.

Clock Ticking for Credit Suisse CEO Tidjane Thiam?

A Swiss prosecutor is investigating two criminal complaints, and Switzerland's financial regulator Finma also began asking for answers after at least one more spy case emerged at Credit Suisse.

Reputation and customer confidence depends on integrated security infrastructure by James Somerville Smith

Banks have always been a major target for criminals, and as methods of attack evolve, so must the controls used to protect both people and assets.

Helena Morrissey: SJP's fees must be more transparent - reports

Morrissey added: "In some cases, a cruise might not cost as much as paying someone a huge bonus, but the optics look really bad."

Kingswood Comment: Remaining neutral equities for now

By Rupert Thompson, Chief Investment Officer at Kingswood

Tory billionaire Michael Spencer punts £75m bet on City firms

Big investments included stakes in insurer Singapore Life and platform AJ Bell

The Rise of the Dogvorce

Because couples who adopt dogs together don’t always stay together.

The Bizarre, Fascinating World Of Monaco, The Wealthiest State On Earth

The tiny principality of Monaco, on the southern coast of France, has more super-wealthy residents per capita than anywhere else on the planet.

Private Banking Insight: how philanthropy is reshaping HNW advice

In the first of a new six-part series on private banking, Citywire’s Alex Foster chats with some of the sector's leading names about the challenges they face.

How Canadian wealth firms are fending off robo challenge

Even with increased digitization, there are still gaps in advice that need to be filled

Who Are the Millennials Driving Sustainable Growth?

There are ways to divide millennials into groups that show which ones are driving sustainable growth with their purchases.

Gartner Identifies Key Personas and Skills Finance Leaders Need in Their Departments in 2020

Based on a survey of more than 1,000 finance employees, Gartner has put these competencies into five categories to help CFOs and finance leaders apply this information to their own departments.

What Does 2020 Have In Store For Blockchain And Global Economics?

Economic uncertainty has been looming over the globe for years.

New Year of the White Rat - a good moment for investors in China? Willis Owen's Lowcock

China’s growth has been slowing as the economy is much larger, whilst the population growth has also begun slow.

Selectors still prioritise returns over ESG in analysis, study claims

Further down the list of priorities were investment philosophy – a key issue for 53% of respondents – and investment selection process (51%).

Agility and Scalability: 5 Trends Driving Wealth Management Tech Choices By Boris Bykhovsky

Boris Bykhovsky is a Senior Director of our Solutions Consulting group specializing in SS&C Advent’s global asset and wealth management solutions.

Tenacity, drive and a talent for business

For many of today’s wealthy families, succession planning is less about gender and more about simply ensuring the right person is prepared to take over a family business.

Millennials’ Share Of National Wealth Predicted To Quadruple By 2030

Taking an overview of investors, CaseyQuirk noted fewer public companies are frustrating stock pickers.

Swiss banking: women lag behind

This is despite the fact that the banks have still declared promoting women and diversity to be big issues in the industry these days.

Predictions for 2020

Collins Dictionary even made it their ‘word of the year’ as millions joined climate change protests around the world.

Comment & Analysis