Managers of Wealth

How to spend and make the most of funds when travelling abroad this summer

Martin Lewis, from Money Saving Expert, has recently given advice on how to spend abroad.

Making Your Wealth “Inevitable”

“Inevitables” is a concept popularized by legendary investor Warren Buffett

What do HNWIs look for in a financial services provider?

What we discovered may come as no surprise to many

ViewPoint by SS&C Technologies

Whether it regards user experience, staffing needs post-outsourcing

Wealth Managers Invest In Emerging Tech To Better Serve The Ascendant Mass Affluent

Results from the survey conducted for the report show that technology is the leading capability needed to acquire and retain the younger investors who will drive the industry into the future.

Leading With Trust

Dismissing executives for misconduct isn’t just the right thing to do; it’s a business imperative, because the trust stakeholders have in a leader significantly affects organizational performance.

Singapore exports plunge 17.3% in June for biggest drop in over 6 years

This is the biggest year-on-year drop since shipments sank 33.2 per cent in February 2013.

Is Midshore the New Offshore? by By Joe Cheung and Chris Burton, Vistra

While it would be a mistake to write traditional offshore jurisdictions off the map, many forward-thinking enterprises are setting their sights on ‘midshore’ locations in Asia.

The Impact of Technology on the Delivery of Wealth Management in Asia

We see the fundamental driver for technology as expanding customer expectations

Rowan Dartington on Rational Investing

The longer you have exposure, the more profit potential there is and the more likely you will feel comfortable with the inevitable gyrations and catastrophising that goes on.

A mob of nasty, ignorant dwarves by Tim Price

“The first rule of compounding is to never interrupt it unnecessarily.” - Charlie Munger.

Technology alone won’t save you - IRESS

Don’t fear change, fear the absence of it.

Abu Dhabi’s $697 Billion Wealth Fund Is Hiring

ADIA’s returns fell to the lowest since it began reporting in 2008.Still, the fund almost matched the performance of the S&P 500 stock index, which had an average annualized return of about 5.6% over the past 20 years.

The growth of private funds

Traditional investment funds function as a collective investment structure – they are simply a vehicle for a range of investors to pool their money together and invest in a project, or multiple projects.

Millennial Money: The Changing Face Of Wealth Management

So how should our industry respond? By listening to what the new generation wants and, crucially, resisting the temptation to adopt a ‘one size fits all’ approach.

‘It’s a journey’ – Coutts managing director Mohammed Syed on caring for clients

Although Coutts is the eighth oldest bank in the world, make no mistake: much like the artwork that adorns the airy London offices, its approach to client services in 2019 is resoundingly modern.

The potential of digital assets in wealth management

Digital assets are slowly but surely carving out a place for themselves in the modern portfolio. But just how indispensable are they?

Succession Planning Options for Family-Owned Companies

Succession plans involve lengthy and potentially emotional conversations about legacy, values and where the company should go once you've stepped down.

Hong Kong turmoil has millionaires eyeing other wealth havens

The MAS wants to avoid the perception that Singapore is benefiting from Hong Kong’s misfortunes

PB alts head: the next Black Swan event could be in Germany

What’s more, the restructuring that Deutsche Bank is implementing by cutting 18.000 jobs creates further uncertainty, Lemoisson said.

Comment & Analysis