Managers of Wealth

10 questions clients should ask their advisors by Gary Dugan

Fourth day of Christmas

Do your high-net-worth clients' charitable contributions build a family legacy?

Linking charitable giving to shared family goals is the first step to a lasting legacy

Giving Back: A Common Purpose at Combined Insurance

The Company Continued to Give Back to Chicagoland and National Charitable Organizations in 2017

GUEST ARTICLE: Santa Is Putting Christmas On The Blockchain And Saving Billions

So, you think that you know all there is to know about Christmas?

GUEST ARTICLE: Day Three of Christmas for Investors by Gary Dugan

Equities may just end 2018 higher

Swiss private banks are in great shape, thank you

It is true that private banking has not grown as much as the rest of the economy during the past 10 years.

Second day of Christmas by Gary Dugan

Let 2018 be an active year

Schroders Outlooks 2018 - Global Cities & Global Bonds

We think the world is changing at a rate that has not been witnessed since the Industrial Revolution. This has profound implications for where we live and how we use buildings.

Zurich WM: how we broke away from Julius Baer and thrived

After giving up his childhood dream of studying insects, he decided to follow in his father’s footsteps by joining the Swiss foreign service.

Day one of Christmas by Gary Dugan

Sorry Santa, if the elves haven’t mined enough Bitcoin, Ethereum would do as well.

St. James’s Place – “Political disputes trigger stock sensitivity”

Stocks were sensitive to political developments around two of the world’s most intractable political disputes.

EU by Tim Price

Aspiring to spark an informed debate about investment markets, value, and absolute returns.

"I wish we didn't have all these political shenanigans going on," SJP boss David Bellamy

But Bellamy won’t be able to say it for much longer.

Saxo Bank 2018 Outrageous Predictions

2018 will be a true roller coaster ride compared to an outrageously placid 2017

Competition heats non family business talent

The barometer echoed the human capital findings of the latest Global Family Office Report 2017.

Impact investing: A force that transforms

Impact investing is one tool helping to transform the way investors think about cross-sector collaboration.

Banca Generali Wins Two Prestigious Awards

Banca Generali, is a leading banking group in Italy, has recently won two Global Brand Magazine Awards. They were awarded as a winner for the Best Private Banking Brand, Italy & Mr. Gian Maria Mossa as Best CEO - Private Banking, Italy.

Stonehage Fleming's Ventura: Jersey still attractive for UHNW

The bigger concern for private offices in Jersey is regulation and how the island ‘has been cooperating with the increase in tax transparency across the world

EFG takes stance on MiFID II research costs

EFG International is not the first Swiss-based asset manager to decide to cover the cost of third-party research.

Dubai wealth managers dismiss UAE inclusion in EU tax haven blacklist

Executives say list is not credible and likely to have a negligible effect on the country's banking industry

Comment & Analysis