03/12/2018
Change At The Top: Succession Essentials
While 69% expect a wealth transfer to the next generation within 15 years, only 47% say they have a plan in place to achieve this.
Comment & Analysis
03/12/2018
New Technologies Help Seniors Age In Place — And Not Feel Alone
For many, the technology offers not just the tools they need to continue to live at home, but newfound confidence and connectedness with faraway family and friends.
03/11/2018
What shall I get for Mothers Day? by Penny Lovell
Carole suggests an annual subscription from Harrods couture florist Neill Strain.
03/09/2018
How is FATF engaging with FinTech and RegTech sectors?
FATF President Santiago Otamendi about the need to develop a constructive dialogue with the Fintech and Regtech industry.
03/09/2018
The future for London and Luxembourg is about partnership, not competition
"Let’s treat the UK not as a competitor, but as one of our biggest clients and help it through the Brexit process."
03/09/2018
13 women shaping wealth management
Women remain appallingly under-represented in the top tier of finance
03/08/2018
7 UAE billionaires among world's richest in 2018, according to Forbes
New list sees at least two newcomers after seeing their net worth rise over 12 months
03/08/2018
Demand from investors drives shift towards sustainable business in Asia
Firms are upping their environmental, social and governance game as asset managers offer their clients more sustainable investment funds in the region
03/08/2018
There are a record 2,208 billionaires in the world, according to Forbes' 2018 rich list
Many of the top spots on the list are held by self-made entrepreneurs.
03/08/2018
Why diversification is key for a happy investor By Cynthia Bowring, Sanlam UK
Equities (the ownership of shares in a company), on the other hand, are deemed to be higher risk as their prices fluctuate more significantly
03/08/2018
Rolls-Royce revs the engines with £4.9bn profit
Underlying profits jumped by 25 per cent to £1.07 billion and revenue rose from £13.8 billion to £15.1 billion, well above market expectations of £14.7 billion.
03/08/2018
Thomson Reuters Report On Digitalization Of Wealth Management Reveals Challenges And Opportunities Faced By Wealth Management Industry
Thomson Reuters and Forbes Insights surveyed 200 wealth managers from North America, Europe and Asia Pacific.
03/08/2018
CISI leads with global “competitive edge” campaign to keep members at the top of their game
The artwork was produced by the CISI’s marketing team with support from design agency W3 based in Kelvedon, Essex.
03/07/2018
Those Other Asset Classes by Justin Urquhart Stewart
Of course the good news is that the investment is very portable, although only regulated not by the FCA, but something far more effective - females.
03/06/2018
Driverless cars create infrastructure investment opportunities
short and long term: AMP Capital
03/06/2018
How the rich spoil their kids: too much cash, too soon
Giving money in small amounts allows parents and grandparents to evaluate how responsible the recipients are.
03/06/2018
What can the market expect from the next edition of The Superyacht Report?
Before this presentation, I sat down with the owner’s right-hand man, project director George Gill, to procure some exclusive insight into this trailblazing vessel.
03/06/2018
Sugar tax: will it affect more than your wallet and waistline? By Shiraaz Abdullah, Global Equity Analyst at Sanlam UK
AG Barr, the manufacturer of Irn Bru, Rubicon and Tizer, made the bold move of completely replacing their traditional drinks with a lower-sugar equivalent.
03/06/2018
Toy story tells investors to take care on retail - Coutts
Store chains are finding it hard to cope with a weaker pound and diminished consumer confidence – with higher inflation and limited wage growth changing people’s spending habits.
03/06/2018
EU Raises Stakes for Trump by Aiming Levies at GOP Heartland
Tit-for-tat tariff of 25% to hit $3.5 billion of U.S. goods