Managers of Wealth

What Does the Future of Financial Advice Look Like?

New tools, technologies and products are changing the landscape for both clients and advisors.

Panic on the streets of London by Tim Price

Viewers to this lightweight bout without contact were “treated” to a continuation of the largely pointless political polarisation and tribalisation that has transfixed the country for the past three years and counting.

Worried wealthy are stashing their riches in safe deposit boxes

Fear of global recession, negative interest rates and natural disasters are among their reasons

Should CFM Indosuez Wealth Société anonyme Be Part Of Your Dividend Portfolio?

Some simple analysis can reduce the risk of holding CFM Indosuez Wealth Société anonyme for its dividend, and we’ll focus on the most important aspects below.

Shifts in China’s wealth landscape

The number of rich families increased 1.3 percent last year while the other three groups showed contraction of 1.8 percent, 5.1 percent and 6 percent respectively.

Greater investment in analytics and data required, study finds

Nearly 50% of respondents already have an analytics strategy in place, while 63% have one for data with just under half using it for generating alpha.

The different UK election outcomes and what they could mean for markets By Rupert Thompson, Kingswood

With the pound and UK equities both still cheap, we no longer believe a sizeable underweight of UK equities is warranted.

Artful investment

Blending art into the wealth management picture

This is the fastest path to becoming a millionaire—but it’s also the hardest, says money expert

They’re constantly thinking about smart ways to grow their wealth.

Coutts Q4 Outlook: Time To Plan

Coutts has been looking after clients for over 325 years

Limbo-dancing by Guy Stephens, Rowan Dartington

The markets are understandably in limbo, suppressed from direction as a hung parliament is a distinct possibility with all parties saying they won’t do any coalition deals with anyone.

Global monetary policy: from divergence to convergence again? By Artur Baluszynski, Head of Research at Henderson Rowe

Every tool that central bankers have tried to revive the global economy since 2009, including QE, is merely an attempt to modify the behaviour of investors, businesses and consumers.

Money remains the biggest conversation taboo

In the global survey, conducted by deVere Group, 56% of those polled ranked personal finance as the most difficult subject to discuss with family, friends and colleagues.

Digital Matters: The Future is Quantum

A lot of money is pouring into quantum research – China recently spent $1bn on a research facility alone

In the Coming Wealth Transfer, Don’t Forget Widows and Gen X

Baby boomers – those born during the postwar population surge between 1946 and 1964 -- range in age between 55 and 73, meaning they’ve started to retire.

Gender investing gap costs women in the long run, Krawcheck says

"The goal is to get more money into the hands of women," says Ellevest founder

Offshore-I: 2019 H1

Offshore-i is an Appleby report that analyses offshore deal data and provides expert insight into the world of offshore transactions.

How Machine Learning is Changing Data Management and Investment Processes for Active Managers by Martijn Groot, Asset Control

The ability to analyse data has progressed to apply natural language processing to earning call transcripts to assess whether the tone of the CEO or CFO being interviewed is positive or negative.

The Vienna Bank Job

The business helped keep Meinl afloat but the bank, now called Anglo Austrian AAB Bank AG, may pay the ultimate price.

Credit Suisse Might Lower Bonuses at Investment Banking Unit

In the nine months ended Sep 30, 2019, revenues from this segment declined 27% on a year-over-year basis.

Comment & Analysis