Managers of Wealth

Feeling our presence - Roula Habis on managing wealth in the Middle East

Roula Habis is a new managing partner at Optimum Invest, a Beirut based financial company. Formerly the general manager of Middle East Capital Group

Why financial planning trumps wealth management

Many of these changes have been subtle and confined to our back offices.

Rothschild Sees “New Monetary World” & Recommends Hedges

Investment manager is still bullish on stocks, but concerned about interest rates and recommends a dose of protection in a portfolio

Helping Northern Trust Grow And Change

It’s not easy for a 125-year-old bank to embrace change.

Asia’s demand for gold keeps growing – but will it last?

“Asians want gold. They want it to store their money, their wealth. I suppose it’s an investment.”

Serving the Merely Affluent

Wealth managers fight to win the business of people with $1 million or more, but pay considerably less attention to the merely affluent.

Private banking demystified

There’s a lot of talk about private banking, but often little understanding of what it really means. We explore its services and benefits

Aussie instos boutiques on a global scale

Speaking about the relevance of boutique platforms at the 2014 Money Management Platforms and Wraps Conference, DeDominicis said international institutions were looking to enter the domestic market, and had significantly more funds behind them than the bi

Athens or Beunos of the North - Edinburgh? by Justin Urquhart Stewart

As the Referendum on independence rolls towards us, sadly I feel that emotions are rising ahead of the logic on economic strength and capability.

Back to the future by Tim Price

Much of what we think we know isn’t necessarily so.

'To Invest In Africa You Need Balls Of Steel,' Says Aberdeen Asset Management CEO

You live and you learn: Martin Gilbert, founder and CEO of Aberdeen Asset Management, on low moments, Scottish independence, and investing in Africa.

How the Rothschilds got rich – and stayed rich

“What’s the secret?”

MOBIUS: An Effective BRICS Bank Would Be A Big Win For The Whole World

I think the initial impact of this new development bank for emerging markets is that many countries could have a new source of financing

Private banks open up to new era of transparency

George Washington was President of the United States when Lombard Odier was established in 1796, but Uncle Sam’s recent prosecution of tax evaders has forced this notoriously discrete institution to also open its books to public gaze this week in an

Geneva’s bank opacity is melting like Swiss chocolate - Bottom Line

The opacity of Geneva’s wood-panelled banks is as iconic as its sumptuous chocolate, expertly crafted watches or strangely baffling cuckoo clocks.

Is the wealth industry over-reliant on regulatory consultants?

The national wealth manager issued a profit warning in April

How smart businesses can redraw the battle lines in the global war for talent by Emree Siaroff, Managing Director, Human Capital, BDO Canada

Now, as the crisis recedes, the war for talent is back

Comment & Analysis