Managers of Wealth

Podcast: AJ Bell's Hughes on why platform buy lists aren't going away

AJ Bell's head of active funds talk to Wealth Manager about how he decides which funds should be on the firm's best-buy list

Dealers Expect Art Basel Hong Kong Cancellation

An emergency meeting was held between organizers and stakeholders in Basel on Thursday to decide the fate of the fair, recognized as the premier art event in Asia, but multiple dealers and two sources said they expect the fair to be canceled

What next? Sanlam Wealth's view as the UK formally leaves the European Union

There will be opportunities in the UK, but caution is still required

Five Data Ethics Considerations for 2020

Data can now be captured and manipulated without human effort or engagement. This “automatic data capture,” when used in algorithms, is subject to unintentional biases and distortions.

Art: In the Frame for Money Laundering

Art can also be smuggled or otherwise transported with ease and related transactions can be conducted privately and anonymously.

Education Is the Darling of Wealthy Philanthropists, But K-12 Is Losing Its Luster

The survey also revealed a growing interest among donors in time-limited giving.

Credit Suisse Wanted to Keep Toehold in U.S. Wealth Mgmt – Documents

The documents cited by Bloomberg only became public because Credit Suisse appealed a ruling in December after it lost an arbitration proceeding with Richard DellaRusso and Mark Sullivan, two of its former advisors, over deferred pay, according to the news

When a company falls out with its CEO: Lessons from SA’s Old Mutual

The other useful lesson is what the Old Mutual events tell us about the role of directors – even after they have been fired.

Serving Women As Financial Services Customers

The debate around serving women as customers in financial services has not yet been fully explored to date.

Asset Management – the New Private Banking

Over at much bigger rival Vontobel, CEO Zeno Staub is equally keen to emphasize a change in the direction that the Swiss-based company is taking.

Wealthy investors more confident about 2020, says UBS

Polito, however, warned that geopolitical events could affect that optimism at any point.

One third of SMEs plan technology spending spree after Brexit

The findings were contained in a survey of 200 senior business decision-makers in SMEs

Here are 4 things to keep in mind when planning your dream luxury holiday

Our guide to 2020s most luxurious hotel openings highlights picks from Indonesia all the way to New York, thus guaranteeing a picture-perfect stay wherever you go.

Brexit Business Brief | The UK exits: 20 quick things you should know

The next edition will look at the EU and UK opening positions ahead of the trade negotiations.

Nine new golf courses you'll want to visit in 2020

There’s no shortage of new places to dream of chasing that little white ball.

Women-Led, Values-Based Investing Has Gotten Hot — and Now Men Want In

If you have an important but thankless task, you give it to a female, because you know they will get it done.

What does Libra tell us about the need for regulated products and solutions for crypto transactions?

Libra is different from ‘traditional’ cryptocurrencies because it is built on an open-source blockchain (the Libra Blockchain) featuring its own proof of stake protocol.

The rise of HNWI in Eastern Europe

Philanthropy is also a key trend, with many wealthy families and individuals looking to give back to worthy causes in their home countries.

(R)evolution – the pace of change is greater than ever before

"Companies in all industries need to continuously reinvent themselves in order to stay abreast of changing consumer demands, regulatory requirements or technological advancements.”

Law firm survey 2019

This clearly indicates just how much and how rapidly the legal sector has been changing over the last few years.

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