Managers of Wealth

High-net-worth individuals are moving offshore: Why?

Crestone’s clients’ asset allocations have a correlation of about 87 per cent to our growth model portfolio, which is up from less than 80 per cent a year ago.

Creating An Innovation Culture At Brazil's Banking Giant Itaú

This is when digital director Rubens Fogli had to start a department focused on injecting innovation into the company's products from scratch.

Investing in Africa is still a tough sell

The Africa equity specialist talked about the changing narrative around the continent

Sallie Krawcheck wants women to take control of their money

The former wealth management executive now running robo adviser Ellevest says women need to invest as much as men do

London’s Startup Tower: How The City Of London Is Swapping Grey Suits For Hipsters And High-Rises

Here Tiffany’s, Louis Vuitton and rows of luxury shops continue to serve an almost exclusively tie-wearing banker clientele.

Old Mutual Wealth: 60/40 balanced model is ‘dead’

The group consists of multi-asset funds designed for different life stages, but split between accumulation and decumulation.

UBS CEO: Blockchain Is 'Almost a Must' for Business

This is not the first time Ermotti has praised blockchain technology without similarly praising cryptocurrencies.

Why HSBC's marketing chief is taking the banking brand back to the future

Fresh from reassigning HSBC's global media account, group head of marketing Leanne Cutts is exploring the bank's roots to make its strategy fit for the digital world.

What seven wealth managers would pay for a top fund

With so much focus on fund fees this year, we asked seven wealth managers how much they think a top performing fund is worth.

Darkest hour by Tim Price

This is the only group likely to change its mind if and when ‘Project Fear’ proves bogus and which wants the Government to ‘get on with it’ and provide leadership..

Switerzland Is Your Safe Haven in Times of Crisis

It’s wonderful when things work out the way we want them to … the way the experts predicted.

The 18 Best Islands to Visit in the Caribbean in 2018

But what are you waiting for? Start planning your next Caribbean getaway.

Asset managers put Brexit plans into action with Dublin in spotlight

Who is already making plans to beef up or move parts of their operation to Dublin?

Five Cross-Generational Transformations Of Successful Family Enterprise

After creating wealth in a first generation, our research has revealed several common shifts in the families culture.

What it Takes to Insure a Ferrari

“Each one has a unique history, each one has been raced—some by famous racers, some by gentleman racers, and they drive them just as hard as they drive any car. It’s exhilarating to watch,”

Next Gen clients seek greener leaner wealth managers

More than 40 per cent of the 45 wealth managers surveyed by Wealth-X on behalf of the FT say they are focusing on environmental, social and governance themes as a way of appealing to the next generation.

Onshore or offshore, or hybrid – which model is winning favour?

The Forum was an ideal location in which to discuss the evolution of wealth management strategies in Asia

Wealth managers focus on keeping it in the family

Are your heirs prepared for the responsibility of inheriting money?

Wall Street Will Struggle to Manage China Money

For offshore players, there are two ways to tap the market.

What Country Will Win the 2018 World Cup? Here Are Big Banks’ Predictions

The World Cup kicks off on Thursday, when Russia, the host, plays Saudi Arabia.

Comment & Analysis