Managers of Wealth

Private Equity Is No Place for Your Clients' Retirement Money

Yes, public markets are risky, but at least they are transparent. And they remain the best option for all but the most experienced investors.

To scale or not to scale a growing advice practice?

In particular, scaling up as a boutique advice firm can present advantages, such as servicing a greater number of clients, but also requires additional time and expenses.

The effects of a general election on the new tax year, according to LGT Wealth Management’s David Lane

This time, we have David Lane, Partner and Technical Director at LGT Wealth Management. David shares some advice for the new tax year and weighs in on the effects of a potential general election.

No Easy Bets Except maybe in Tech

April retail sales growth too fell short of expectations, and downward revisions to previous months’ data added weight to the concerns surrounding consumers’ spending power. 

“I've consistently experienced exceptional service” – Case study: helping a client following their business sale

We were recently able to help a client get set up with a personalised banking service following a significant post sale windfall.

Wealthy Americans Growing Cautious About How They Spend.

LVMH Moët Hennessy Louis Vuitton, meanwhile, said last month that demand for high-end liquors has declined sharply in the U.S., leading to high inventory levels.

How Does Gen Z’s Wealth Now Compare To Baby Boomers in Their 20s?

This prevents them from accumulating wealth for the future at the rate many boomers did.

Why is art the top alternative investment choice for Asia’s wealthy?

Among investments of passion, art claimed the top spot in 2023

More Ultra-Rich Are Worth Over $100 Billion Than Ever Before

Between them, they hold nearly a quarter of the wealth of the world’s 500 richest people.

St James’s Place: what is your experience?

Wealth manager under scrutiny after fees revamp

Legacy is a double-edged sword for HNW family businesses, report warns

Family legacy building can empower families when they have shared values, but a focus on the past can stymie innovation, a new KPMG report has warned

Should I stay or should I go? A practical guide to the UK’s non-dom tax changes

They looked at the practical steps that people with different non-dom status in the UK should be considering, and suggested starting discussions with advisors and bankers as soon as possible.

Here's What The Great Hand Down Will Mean For Wealth Managers And More

This sparked my determination to bring about meaningful change in the industry and hence how Ctrl Alt was born.

Is there ever a bad time to invest?

But as 2022 reminded us, there are periods when it doesn’t pay to be invested – and sometimes they have lasted a while.

A World of Contrasts

The recent release of the monthly University of Michigan consumer confidence survey highlighted significant weakness in confidence and an increase in anticipated inflation.

The Evolution of Tokenisation Amongst HNW & UHNW Investors in Asia’s Wealth Management Markets

It is important to note that this survey was not designed to be a comprehensive treatise on tokenisation.

The six foundations of discretionary portfolio management

An exuberant communicator with an obvious passion for his work, Jia Hao Sng isn’t someone you might naturally expect to find extolling the virtues of emotional detachment.

Advice on cash surges nearly 50 per cent in three years

The research also reports that two thirds of advisers (62 per cent) are likely or extremely likely to continue to proactively offer cash management solutions to their clients in the future.

World’s Top 15 Cities for Millionaires: 2024

The report’s use of the term “wealth” refers to investable wealth, including property, cash and listed company holdings.

New possibilities with plastics: opening up opportunities in the circular economy

Contrasting with this is the sustainable growth that is becoming possible today and is emerging in the form of the circular economy.

Comment & Analysis