Managers of Wealth

California Is One of Richest, Least Generous States, Study Says

California came in last place in the “Volunteering & Service” category, the main reason the Golden State received such a low ranking.

The World's Top 10 Ultra-Prime Streets to Buy a Luxury Home Revealed

New York's Central Park South comes in third with 32 transactions and Park Avenue in fourth with 20.

6 Questions to Ask When Creating ESG Portfolios

These questions will help you peel back the layers of complexity around sustainable investing.

2020 vision: Five LatAm advisors reveal their fund bets for next year

That is why, aside from being very selective in traditional asset classes, such as US equity, European equity and global fixed income, his group is investing heavily in US real estate, as well as in multi-asset and market neutral strategies.

The Best European Cities To Invest In For 2020

As a result some cities saw demand increase rapidly and the idea of finding a good investment became much more difficult to obtain.

Post-trade transparency: shining a light into dark corners by David Veal, corfinancial

Firms were scrambling to understand counterparty exposures and settlement risk, along with a key requirement to know the exact state of asset and cash positions.

An end-of-year retrospective on the UK outlook and monetary policy by Professor Jonathan Haskel

Manypieces of evidence suggests that the UK economy is weaker than a year ago.

Wealth Management In The The C-Suite: Don’t Let Confidence Breed Complacency

For instance, 92% review their fundamental wealth management goals, such as saving for retirement or giving to charity, at least annually, and 96% do the same regarding overall portfolio tax efficiency.

Revealed: What partners really think of their firms

Different problems at Browne Jacobson, at least according to the partner who says she works "all hours that god gives to support the chinless wonders in charge".

Focus on family offices “plays to Guernsey’s strengths”

The island has promoted its abilities in the family office sector consistently throughout 2019.

Millennial investors in California are fleeing to these 3 tax havens: survey

These millennials are headingfor Texas, Washington state and Colorado.

Advisers expect diversification into real assets to continue

The research also indicates that advisers expect diversification into real assets to continue over the next 12 months with 44 per cent predicting an increase in investments in the asset class.

Chinese visitors to GCC will increase 54% by 2023, says latest ATM report

Adding to this, the data predicts the UAE will continue to be the preferred GCC destination for Chinese tourists, welcoming a projected 1.9 million visitors by 2023.

2020 Priorities for The Association of the Luxembourg Fund Industry

Alternative investments offer a compelling proposition as institutional investors’ search for yield and lowly correlated asset classes continues in this negative interest rate environment.

The BNP Paribas Asset Management investment outlook for 2020

As they search for yield, we believe many investors will have little choice but to accept taking extra risk to earn the returns they seek.

How the Battle Against Billionaires Could Reshape American Giving

Philanthropy is scoffed at for allegedly reflecting some great volume of giving on the part of rich donors that is simply not borne out by the data.

Global Investment Committee Outlook 2020 - Nikko Asset Management

Investment Insights by our experts and thought leaders

What’s that coming over the hill?: How to prepare for the New Era of Asset Management

The chances are, there is nothing you can do, right now, about your track record – but you sure can improve your brand (so do it!).

Why Consider A British Virgin Islands Or Cayman Trust For Wealth Protection?

The most common but also most misunderstood type of trust is the “bare trust”, aka nomineeship.

Here’s How The World Reacted To President Trump’s Impeachment

Globally, the largely predictable vote captured the world’s attention to varying degrees, ranging from full-blown analyses across Europe, to criticisms of U.S. democracy in China.

Comment & Analysis