Managers of Wealth

Overlooked Millionaires: Finding A Home In The Democratized Family Office Model Of Financial Advice

According to Bloomberg (subscription required), the number of millionaires in the U.S. increased by 2.4 million from 2010 to 2015 alone.

Within a Generation, All Investment will be Impact Investing - Sailesh Navsaria

The emphasis in both sectors is making a measurable difference and we now see family offces, charitable foundations and wealthy benefactors employing capital both ways.

Typical Day Office - Richard Branson

There was less urgency to reply that very second when I had received a letter in the post. We should give ourselves some boundaries.

Old Mutual reveals Quilter offer price

In a separate announcement, Quilter announced it had appointed FTSE heavyweight Ruth Markland as a non-executive director.

Swiss ‘real money’ fallout to ripple across markets

SNB Chairman Thomas Jordan has said forex interventions would be banned under Vollgeld.

Cheah Cheng Hye: read all about it . . . China’s giants in waiting

Wealth, education and urbanisation will power the next investment wave

Once-drab Warsaw changed by wealth into booming modern city

It's a completely different city from what it was even 20 years ago

Technology Solutions Must Deliver the Best Client Experience Across the Wealth Management Landscape - RESEARCH

To take its capabilities to the next level, Pershing is now launching the next generation of integration services by adding "componentization" through NetXServices.

Way financial advisers charge their clients revealed

The City watchdog found small firms were proportionally more profitable than larger ones.

Citi MD: Bankers in Asia should be wary of “enormous salaries and inflated titles”

Rauhio says he will be expanding his team of South Asia bankers

Citi scrutinized the investment accounts of thousands of its super-rich clients, and the findings reveal crucial lessons for every investor

According to Bailin, clients who had followed Citi's global asset allocation recommendations outperformed those who did not by up to 200-300 basis points per year for between one and three years.

Dalio's Bridgewater Bearish on Financial Assets, ZeroHedge Says

Dalio said in January that the bond market had slipped into a bear phase and warned that a rise in yields could spark the biggest crisis for fixed-income investors in almost 40 years.

South Africa: Where the 100% mortgage lives on – Izard

There are two main rates in South Africa – the repo rate and the prime lending rate.

Lack Of Communication Killing Family Wealth

Many clients fear outliving their money and not being able to leave anything for their kids.

Think-tank paper seeks to reframe positive role of international finance centres in facilitating global investment

The paper also illustrates how the tax neutrality offered by IFCs benefits investors and countries in terms of investment in infrastructure, wealth creation and future prosperity.

World's top wealth fund opposed Musk's double role at Tesla

Norges Bank Investment Management (NBIM), which runs the world’s largest sovereign wealth fund, favors dividing the roles of CEO and chairman to boost corporate governance.

CEOs of Two Major European Banks Say Blockchain Will Revolutionise Industry

While cryptocurrencies have largely been seen by their proponents as a challenge to the traditional banking system

Italy’s ‘Trump’ Moment? by Gary Dugan

Giuseppe Conte, a law professor, will become Prime Minister even though he has never held public office.

Interview with Mr. Mike Brown, Group Chief Executive Officer of Nedbank

And when we looked into our organization and defined our purpose, we set out Nedbank’s purpose as to use our financial expertise, that’s what bankers have.

There's no business like shoe business...by Penny Lovell

You don’t want your child to be too stressed, but you do want them to be stressed just enough to do some work and pass exams that will keep their future options open.

Comment & Analysis