Managers of Wealth

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.

Powerful Crumbs: A Few Thoughts on Another “Record” Year of Charitable Giving

And every year, a few crumbs of that vast private wealth are diverted into the charitable sector—around 0.4 percent last year.

How Wealth in the Hands of Women Can Change the World

Money is power. And women are getting more of both. Sherry Paul tells us what to do with it.

Finally, a Way for Lawyers to Get Really Rich

Litigation funds are lucrative but tricky for investors to value.

It’s Billionaires at the Gate as Ultra-Rich Muscle In on Private Equity

In an era of hyper-affluence, JPMorgan and Credit Suisse cater to a super-exclusive class.

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.

Comment & Analysis