Managers of Wealth

Covenant Capital Extols the Virtues of Independence in Wealth Management

Indeed, the word ‘covenant’ was chosen to represent the company’s values as it implies a deep commitment to responsibility.

Standard Chartered: More work to do

The culture is changed and numbers are solid, but return on equity isn’t going to budge without progress on costs.

Sustainability report predicts rise in investor lobbying

In an analysis, Oppenheimer Funds’ Aniket Shah and sustainable investment expert Gordon Clark, predicted that growing interest in corporate stewardship will expand to influencing public policy in the coming years.

The impact investing trend is here to stay

Impact investment, whereby investments are made into companies to generate positive social and environmental change, is a rapidly growing market.

Fintech Revolution Still Not Here a Year Into ‘Open Banking’

Banks and credit card firms defend payment business with deals

Billionaire investor Kerr Neilson's fund comes unstuck on China bet

The company's value has almost halved since a peak in February 2018

Is It Time to Revisit the Mature, Manual Processing of Corporate Actions? by Dion

Customer service can be improved by better communications and management of the election / instruction processes, and potentially extended into the provision of proxy voting.

Two minutes with Graham Wainer

Our solutions are wholly underpinned by the requirements of our clients.

Will FATCA Ever Become a Success?

It is also fair to say that the IRS suffered from being politicized through numerous administrations and, consequently, not well managed at the top end.

To Build A Sustainable Future, Impact Investing Needs To Be Brought Into The Forefront

It goes without saying that bringing impact investing to the forefront would provide a new power and push to achieve the UN Sustainable Development Goals.

Insurance guys are taking over India's top private banks. Where have all the bankers gone?

Insurance Inc sure seems to be taking over India’s top private banks

5 reasons to green your office

Going green is good for business – harness the power of nature to foster attention, increase creativity and improve productivity

What lies beneath by Tim Price

Surveying the wreckage of markets in 2018, it is human and therefore tempting to put the more optimistic (contrarian ?) case for the year ahead.

Gateway's Shankar bets on 'biscuits, not bitcoins'

Back to basics investment strategy shuns fads in favor of everyday needs

'Brave' investors can find opportunities in Asia — especially in Hong Kong, strategist says

Hong Kong, where stocks slumped 13.6 percent last year, is a good place to start as it offers a buffer against the currency risk seen this week when the yen spiked, he said.

Five Tips to Help Children of the Super Rich Find Vocation - An Interview with Sandy Loder from A H Loder Advisers

‘It is not more vacation we need - it is more vocation.’ – Eleanor Roosevelt

2019 Banking Industry Outlook

Optimism for banking and capital markets

What to watch out for in 2019 - Sanlam

As risks build across the global economy, here are the key things we’ll be looking out for in 2019

Internet of Things and blockchain can grow when all the world’s connected

So what are these billions of connected devices?

Japan's Abenomics Gets Caught Swimming Naked

Those asking this question tend to grasp at the wrong answer -– that Japan’s sudden return to the red is all Donald Trump’s fault.

Comment & Analysis