Managers of Wealth

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.

Luxury goes local: How luxury brands are winning over audiences by going hyperlocal

Hyperlocal marketing allows luxury brands to achieve exactly that.

The Terrible Allure Of ‘Noptimism’

“Asset and wealth managers – and their clients – need to be prepared for some of the most important changes for a generation.”

High-net-worth investors seek enhanced returns in a risky world

At the same time, this group is always looking for innovative ways to maintain control over their investments, supported by personal or general financial advice.

Next generation determined to make philanthropy more effective

Their willingness to learn and collaborate with peers, as well as an interest in exploring innovative philanthropy structures, shows desire to make philanthropic work more effective.

Advisers need to teach clients about their ‘relationship to money’

That level may vary throughout the day, but in general, people have a standard level of happiness in their mood.

Unity, sustainability, legacy: sports ‘super summer’ draws parallels between Olympic House and 1Roof

The ancient and modern Olympics are also linked by the international renown of their buildings.

Entrepreneurs: here's how to take advantage of the tax benefits of supplementary pension planning

The reasoning is not incorrect, but we regularly see that in time it can produce some quite nasty surprises.

Envestnet 2024 Advisor Survey Highlights What's Top Of Mind For Advisors As They Future-proof Their Business

Opportunities Include Offering Holistic Advice, A Fee-Based Future, All-In-One WealthTech, And Tackling The Organic Growth Imperative

Finnish ex-premier addresses UBP clients

This experience and her easy manner made for a compelling address which engrossed the audience.

Elections: Down and Out in Paris and London

The new UK administration should provide the country with more predictable policymaking thanks to the government’s large parliamentary majority.

Bank of Singapore's Jason Moo: 'We’re going counter-cyclical'

In the latest CEO Captain series, Citywire Asia sits down with private banking veteran and CEO of Bank of Singapore to understand the changes he made to get the bank to where it is now and his next steps.

Robeco CEO Karin van Baardwijk: ‘Many people come from an investment background. I had a different journey’

One of the few female asset management bosses left in Europe, Robeco’s CEO has big plans for the firm, including an international talent hub based in London

What does Labour’s landslide victory mean for (U)HNWs?

What will the landslide Labour victory mean for HNWs? Leading advisers weigh in

Sell now or wait and see? Wealth managers weigh up Labour’s CGT stance

As Labour comes to power, wealth managers see some clients bring forward sales just in case of tax rises.

Election risk in the driving seat for the US dollar

Political risk will be an important dollar driver in the months ahead.

Assante Advisor Tina Tehranchian to receive Lifetime Achievement Award from the International Association of Top Professionals

CI Assante Wealth Management congratulates Tina Tehranchian, Senior Wealth Advisor in Toronto, for being selected to receive the Lifetime Achievement Award 2024 from the International Association of Top Professionals (“IAOTP”). “This aw

Healthy economics, turbulent politics

Falling inflation has opened the door to a rate-cutting cycle in developed markets.

Cantor Fitzgerald and Silverstein Properties Announce Joint Venture with Turnbull Development, LLC for Opportunity Zone Development in Summerville, SC

This highly anticipated project will have immediate and long-lasting impacts on Summerville and provide a connected, community-oriented environment where people can live, convene, and enjoy.

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