Managers of Wealth

Schroders UK Financial Adviser Survey 2023

Advisers feel the impact of Consumer Duty as clients grow bearish and brace for further disruption in 2024

Lombard Odier partners with Women in Finance research programme

The distinguishing feature of this five-year programme is its human resource-focused approach.

For Gen X, a 'dream retirement' is a long shot

The next generation to be retiring has a lot of catching up to do

One in five financial advisers unsure how to help budding philanthropists

Half of those polled by the Charities Aid Foundation say this is due to a lack of available training

How wealth managers can invest for a nature-positive future

Proactively introducing nature positivity into portfolios is one way for investors to get ahead of shifting regulations, swings in public sentiment, and the impacts of a changing natural world.

“Italy is a country of entrepreneurs" - Stephen Kamp and Alberica Brivio Sforza illustrate the importance of this strategic market

The wealth and asset management firm, founded in 1796, has always been one of the points of reference for entrepreneurs and their families, to whom it offers a wide range of services, from made-to-measure wealth management to succession consultancy.

Put down your bags in the land of sustainability with DELSEY PARIS – interview with CEO, Davide Traxler

It has anticipated the evolution of uses and trends thanks to a culture of innovation that lies at the heart of its DNA.

Teodoro Cocca: 2023 – the year of the intelligent bank manager

As long as machines require humans to identify stop sign lights from a selection of CATPCHA images, we probably won’t be taken over by a central form of artificial intelligence.

ZKB adapts organization in the Swiss Stocks team

Wimmersberger, who has been deputy manager of the two strategies since August 2022, brings around 20 years of investment experience, particularly in the Swiss small & Mid caps with.

Supporting many of the world’s leading families and wealth creators across generations and geographies

Sportspeople benefit from holistic family office approach

Help Wealthy Clients Pass on Philanthropic Values to Their Children

It’s time to have uncomfortable conversations; advisors must step up.

Is there a value opportunity in wealth managers?

The Analyst: Robin Hardy assesses the value opportunity for investors in wealth management and platforms

Waystone goes live with Milestone Group’s oversight platform

The new platform acts as a comprehensive NAV oversight and validation tool across Waystone Management UK’s portfolio of ACD clients

Churchill Asset Management Named A Best Place to Work in Money Management for the Third Consecutive Year by Pensions & Investments

Churchill employee responses highlighted the firm’s highly inclusive culture, learning and development programs, empowering management team and volunteer opportunities, among other strengths.

Comment & Analysis