Managers of Wealth

Grand Designs by Penny Lovell

Of course in the job role I have I cannot help but be pulled back to reality and that means an awareness of the new stories this week around the current interest rate climate and the outlook for mortgages.

Full, but not bursting by Tim Price

“Donald Trump has used his Twitter account to threaten a nuclear first strike on Iran and to promote the rich, smooth taste of Bud Ice.

Citizenship-by-investment: Want to acquire a Turkish passport?

The announcement comes at a time when the Muslim-majority country is battling terrorism and economic slowdown, tarnishing to a huge extent its global image.

Weekly Round-up of the financial markets from Charles Stanley

WHAT YOU MISSED

Indonesian tycoon Tahir says keen to buy StanChart's Permata stake

The moment the one that is planning to sell is StanChart, so we are targeting that first.

What The Youngest VC Of A $100M Fund Has Accomplished By The Age Of 24

On the Collegiate side I feel the biggest accomplishment has been the formation itself

High-net worth investors on the defensive for 2017

HNW individuals are concerned that the equity market is getting toppy and due for a correction.

Millennials Demand More Advisor Efficiency

We have a way to do a screen share with the client so they can be at home and we can be at the office and share ideas.

Women: An Untapped Market for U.S. Advisor Talent

Women remain outnumbered in financial advisor communities despite efforts to recruit more female advisors; only 16 in every 100 advisors are women.

Savers, investors and expats: Now is the time to prepare for a hard Brexit

The warning from Nigel Green, founder and CEO of deVere Group, comes as it looks increasing likely that the British government is opting for a so-called hard Brexit.

Disclosures, risk assessment becoming vital for wealth management

The wealth management industry is in a flux. A new generation of well-informed investors have brought new standards to the industry

Robo-Advisory Maturing

The second phase took place between 2015 and 2016, where online brokers and some asset managers began implementing platforms.

Davos, Switzerland: new property rules no barrier to super-rich

Exclusive resort continues to attract wealthy buyers despite limits on holiday homes and foreign ownership

2016: A Year of Loose Ends and Wits’ Ends by Annie Catchpole, Scorpio Partnership

If you are a fan of the European Union, the Clintons or George Michael we know you probably haven’t had the best 12 months.

De-bunking the myth – not one blockchain to ‘rule them all’ by Steve Miller, Senior Product Manager, Gresham

The focus is now shifting firmly down onto whether or not practical problems can realistically be solved, and if so – which ones, and how?

How Leading Financial Advisors Generate Affluent Client Referrals

Very often, when wealthy clients are asked and asked in the proper manner, they will come through with affluent investor referrals.

How the best advisers use technology to grow

By the end of 2015, those accounts that had benefitted from systematic rebalancing had a 1,550-basis point advantage over those that did not.

Five Strategies To Chasing UHNW Unicorns

How to prepare your practice for attracting these valuable, yet elusive, clients.

Hong Kong Billionaire Li's Force Field May Be Fading

Series of elections in Europe may intensify uncertainty for Li

The Regtech Revolution: Compliance and Wealth Management in 2017

This outlay can limit a firm’s ability to invest in growth.

Comment & Analysis