Managers of Wealth

Why HNW families need their own website

HNW Families must launch their own websites – Washington would have, says Jordan Greenaway

How female board-level representation affects corporate dealmaking: An SS&C Intralinks study

The SS&C Intralinks study analyzed more than 16,700 M&A deals announced between 1999 and 2018.

Jack Ma: Why Thinking Big Is More Important Than Knowledge

For Jack Ma, one of the world’s most successful billionaires, intuition was way more important than technical know-how.

How Will Gold React to Covid-19?

«While gold price volatility and weaker economic growth may result in softer consumer demand, market downturns often boost investment demand for gold as a safe haven,» he said

How do the ultra-rich invest?

The younger generation is largely focused on environmental issues as a starting point for their investments, but parents are quickly joining them in relation to allocating to assets that are sustainable, including social impact bonds.

Middle Eastern families look west for wealth structuring

WEALTHY Middle Eastern families are looking to the Channel Islands when it comes to structuring strategies.

Financial Secrecy Index 2020 reports progress on global transparency – but backsliding from US, Cayman and UK prompts call for sanctions

The sixth edition of the biennial Financial Secrecy Index sees Switzerland reduce its ranking to the third biggest enabler of financial secrecy in the world.

Switzerland’s banks remain among the world’s most secretive

Switzerland reduced its risk of being an offshore haven for tax cheats by 12 percent, “finally improving enough to move off the top of the index.

Balancing Innovation with Simplicity by Joe Moynihan

HMRC provided valuable pointers on how to navigate CGT reporting elections.

Moneypark: "We overtook the big banks"

At least in new business, the Moneypark founder sees himself right behind Raiffeisen, the leading Swiss mortgage bank.

Wealthy clients in Asia still ‘actively involved’ in the markets, not deterred by coronavirus outbreak, private bank says

Activity by Union Bancaire Privee’s clients in Asia was ‘very strong’ to end 2019 and continued with a similar intensity in January, Asia CEO says

Two ex-NMA cover stars bag CISI Accredited status

Thomas & Thomas Wealth Management and Olney-based Jane Smith Financial Planning have achieved Accredited Financial Planning Firm status from the Chartered Institute of Securities & Investment

World’s Best Countries To Invest In Or Do Business For 2020

The rankings had Australia in sixth place, followed by the Philippines, the United States, Malaysia, and the Czech Republic.

The biggest asset management takeovers of the past five years

Citywire Selector takes a look at the historically important deals in the wake of Jupiter jumping on Merian.

ZEDRA Zurich’s Vadim Neumann invited to speak at Swiss Embassy event in Kyiv

He will mainly focus on some of the benefits that Switzerland can offer fast-growing Ukrainian companies

Is vice old-fashioned?

An honourable performance indeed that glorifies casino groups, brewers and even missile manufacturers.

Gender Pay Gap Report

As the representative body for the industry, we felt we should also demonstrate our own record on diversity.

Get to the chopper! by Tim Price

Speaking of monsters from another world takes us neatly to Christine Lagarde

How to open the black box of impact investing?

As a consequence, many of the deals in the first two stages may remain hidden from the public eye.

Try ignorance by Tim Price

This is my attempt to clarify the toxic dangers of news –and to recommend some ways to deal with it.

Comment & Analysis