Managers of Wealth

UBS CEO Says China Still Key Piece

UBS Chief Executive Sergio Ermotti said the bank will persevere with its strategy in China and may yet complete the increase of its headcount ahead of schedule

Formula E racing charged by deal with Swiss industrial giant ABB

The electric car-racing series will unveil the Swiss-based industrial group as its title sponsor this week, Sky News can reveal.

How The Top 10 Philanthropists Of 2017 Are Reshaping Giving

As tech moguls start to dominate the list of largest givers, the forms of the gifts are shifting.

Investors will need 'risk assets' to beat inflation in 2018

An acronym is currently being popularised that describes how many investors see markets unfolding in 2018

Top 5 Trends in Wealth Management for 2018

The increased demand and volatility requires trading platforms to connect and trade the currency and the future.

The Wealth Management Brain Drain. What’s Your Strategy for 2018?

Between “brain drain” and the tendency of younger wealth managers to jump from shop to shop, it’s clear our industry is facing some formidable human capital challenges.

Manchester City world's most financially powerful football club

The Soccerex Football Finance notes that the Abu Dhabi-owned club is one of the most famous cases of foreign investment changing a club's status

Corporate governance considerations for fund managers by SGG

Corporate governance is certainly topical at the moment, and will remain an area of focus for regulators and investors alike.

How BRI attracted bigger ticket clients

‘Our client base has increased significantly particularly in the high net worth space, so the average size portfolio we are now dealing with is in excess of £500,000.'

Brexit to benefit Britain says Hambro chairman

The chairman of a £2.5bn wealth manager believes Britain will benefit from abandoning the European Union and it has a stronger hand in Brexit negotiations than many realise

Sanlam tipsters...by Penny Lovell

This is supposed to be a celebratory time but, inevitably, many of us will feel a sneaky melancholy at the sense of time passing and a yearning to re-make our lives for the better over the next twelve months. New Year, New Me sounds fabulous, but what&am

Green investors and bailout lawyer handed New Year’s honours

Former executives at the UK's Green Investment Bank and founder of Jupiter Ecology Fund named in annual roll-call

3 Asset Management Marketing Trends to Watch in 2018

One unmistakable conclusion to be drawn from the report is that, each year—each quarter, really—will be increasingly critical to the long-term prospects at major asset management firms.

‘70% increase’ in demand for European, Caribbean nationalities

The increase in demand is also attributed to the latest amendments in the citizenship legislation of countries

2018 Sneak Peek: What to Expect of Impact Investing

So what’s in store for 2018? Penta asked executives at four leading institutions for their thoughts:

ECB: bitcoin threatens Europe’s financial stability

In an interview with the German newspaper Boersen Zeitung, Mersch warned the entirely speculative nature of bitcoin’s value was a ‘cause for concern.’

Twelve Days of Christmas for investors - Day 9 by Gary Dugan

A health check on your strategic asset allocation

Help For Struggling Millionaires Is On the Way

If you're struggling to get by on $20 million, the GOP is looking out for you and your heirs

Another Bubble In 2018? Fine Wine

Fine wine set to fall, John Hancock launches app and blockchain to blow up by 2022

The World's Top 5 New Ski Hotels

This year there are five important debuts for winter sports lovers

Comment & Analysis