Managers of Wealth

How Philanthropy in Asia Is Evolving Private wealth investors, family offices, are on the rise.

Next Gen funders are prioritizing environmental, social and governance (ESG) criteria and seek evidence based solutions.

Wealth advisers focus on women of the ‘sandwich generation’

Many of these women in the so-called ‘sandwich generation’, who are approaching their own retirement, are inheriting significant wealth.

Three must-see charts for investors this month

This uncertainty once again emphasises the importance of strong guidance.

Tech correction provides tactical opportunities

In part, this reversal has been driven by the mixed interpretation of earnings reports from several prominent tech companies over the past week.

UHNWs in New Zealand Have At Least $30 Million in Wealth: Insights and Trends of Wealth Growth

This wealth data is due for an update next year

Schroders Capital launches AI analyst for private equity

Schroders Capital’s proprietary and internal-only platform harnesses the technical expertise of its data science specialists alongside the deep investment knowledge of its private equity team.

Top takeaways from the Mourant Jersey Trusts and Private Wealth Forum 2024

Diminished capacity is viewed by professionals as both a potential risk to the validity of a trust and a means of attack.

Walkers partners recognised in Chambers High Net Worth Guide 2024 as top trusts lawyers in Jersey

This is a significant achievement and recognition for the Walkers Jersey Private Capital & Trusts team.

Why (U)HNW families should think twice before moving abroad for tax reasons

Moving abroad for tax purposes is appealing but these are the issues all HNW families should consider before taking the plunge.

Closing the efficiency gap between public and private markets

Private capital markets have taken huge strides forward over the past decade.

The importance of customs data analytics

In today’s globalised economy, efficient customs processes are essential for businesses engaged in international trade.

Why won’t wealth firms discuss complaints?

A recent report found that nearly one in five clients switched firms after poor complaints handling, but few want to speak about processes.

Eurozone PMIs: Weak start to Q3 does not bode well for recovery

Similar to last months, activity in the eurozone services sector remained firmly in expansionary territory but did slow in pace.

Leonteq publishes half-year 2024 results

After more than six years as CEO, Leonteq founding shareholder Lukas Ruflin has announced his intention to step down from his role once a successor has been appointed.

The Henley Passport Index

2024 Global Ranking

Private Banks Call For Trimmed «Trump Trades»

Following the withdrawal of Joe Biden from the US presidential race, market watchers are prescribing a lower level of certainty that the Republicans will win both the White House and Congress.

Japan's cash-rich companies: harnessing corporate reforms

Exploring hidden opportunities amid a push for more active cash use

Study reveals support from institutional investors and wealth managers for tokenisation is building but distribution remains a concern

The study with organisations invested in the digital assets sector found 75% expect more fund managers to look at the potential for tokenisation

Expected Drop in Interest Rates Fuels Wealth Management M&A

An Echelon Partners report showed robust activity in mergers and acquisition in Q2.

Charities Reflections on women and philanthropy

There are well-known examples in the USA of women who have become prominent philanthropists after careers defined in the technology sector.

Comment & Analysis