Managers of Wealth

Chinese retail investors have ‘taken over silver’ – Saxo Bank

In the year to date it is up more than 40 per cent, outpacing gold, another safe haven asset.

BCG areas for action - part 3: Look good or be good?

In this aspect of wealth management, BCG concludes that the traditional approaches to segmentation, which are based mainly on wealth levels and cost-to-serve models, have passed their expiry date.

A smarter way to communicate with distributors

And digital channels are making a bigger contribution to these efforts.

What Is Planned Giving?

Planned gifts make use of legal and tax strategies and/or financial products requiring donors to turn to professionals for assistance.

As Clients Go Digital Some FAs Aren’t Keeping Up

But that same survey also found that only around half of advisors say their firm is doing enough to meet these client expectations.

How much it costs to move to Mauritius

The low tax rates encourage business formation and naturally appeals to retirees.

Brexit: Asset managers retreat from the City of London

Brexit threatens UK’s position as world’s second-largest fund management centre

Don't flush the loo roll and never finish your food or you'll seem rude: 25 potential culture shocks from around the world

A handy infographic reveals some of the biggest culture shocks and how to avoid looking out of place when abroad.

Global HNWI wealth hits $60 trillion among 15.4 million people

In Capgemini’s latest ‘World Wealth Report'

‘I look at family offices as patient capital’

Soumya Rajan, MD & CEO, Waterfield Advisors, an India-focused boutique multi-family office, shares her views on how family offices are making a difference to the way UHNIs manage their wealth.

Thinking fast and slow for an Intelligent Retirement by Penny Lovell

Thinking, fast and slow is a fantastic book by Daniel Kahneman, who has been described as one of the fathers of behavioural finance. Kahneman believes that humans think in two ways.

Liars led by junkies by Tim Price

“In a stark warning to politicians, [Bank of England] governor Mark Carney said a downturn was on its way and Britain was already suffering from “economic post-traumatic stress disorder”.

Battle Of The Money Managers...

OM Asset Management is more of an affiliate structure; it acquires equity stakes, leverages global distribution, and assists with ownership transitioning.

Understanding the Five Categories of Wealth

You are an accounting professional in the United States.

Lagarde says Paris Club should not treat sovereign bonds held by state bodies

These cannot be accorded the seniority enjoyed by official claims extended for public policy purposes.

Do Taxes Really Cause the Rich to Move?

A new study finds that the wealthiest Americans are less mobile than lower income workers, but those who do relocate are looking for a tax cut.

Brexit's Impact on Asia by May Tung, DHR International

There is still much confusion and no small amount of unknowns as to how the future will unfold, exacerbated by the Prime Minister David Cameron’s resignation hours after the historic referendum, leaving the UK facing a tumultuous and uncertain polit

Brexit - An Update from Jersey Finance

We're sure you have been following the historic events occurring in the United Kingdom and the European Union following the UK referendum outcome to exit the EU.

Farmergeddon - The death of the complacent wealth manager?

What happens when an organisation fails to recruit and retain a sufficient number of Hunters and talented professionals and finds itself staffed entirely by Farmers?

Brexit & India - Hear the sound and not the noise

Sanjay Sachdev, Executive Chairman of ZyFin believes India will certainly be impacted by Brexit to the extent of its beta to emerging markets and the negative global sentiments in response.

Comment & Analysis