Managers of Wealth

Majority of business leaders optimistic about their organization’s growth in 2024

83% plan to increase investments in digital tools and technology, in particular AI as a driver of innovation and revenue growth, in the next 12-18 months. 52% intend to do the same for sustainability

Advisers urged to encourage philanthropy amongst HNW clients

To combat the financial services' 'philanthropy knowledge gulf'

America's economy should be 'thrilled' billionaires like Jeff Bezos and Warren Buffett exist, think-tank director says

Billionaires are actually great for the economy, a director at the American Enterprise Institute argues.

These Are the World’s Most (and Least) Powerful Passports in 2024

The two Asian nations have dominated 1st place on the index (which ranks all the world’s passports according to the number of destinations their holders can access without a prior visa) for the past five years.

Pictet's Dong Chen: «Taiwan Situation is Getting Tricky»

Some have spoken about the implications involved, not only regarding geopolitical risk but also to markets and the economy.

Diversification is the Key to Success in the Dynamic Markets of North Asia

Eliza highlighted the many changes she has witnessed in the past ten years in North Asia.

Tidjane Thiam no longer has this luxury mandate

The reason given is that Thiam needs to take time to devote to his political career.

Why Wealth Managers Miss Philanthropic Opportunities

Some lawyers and accountants are also regularly part of the process.

Surge in number of Ultra High Net Worth buyers in central London

So says a new wealth survey by London estate agency Beauchamp Estates.

Essential questions to ask when switching your financial services provider

The wider financial services sector is progressing to ecosystems distinguished by frictionless exchanges of data.

2023 Review & 2024 Outlook

The above were just the big sectors stories.

Accolade Wines restructure looms but China no golden ticket

Accolade’s recapitalisation comes after a difficult period for the industry and with dealmaking back on the cards.

From Lonza to gold gains: Swiss CIOs share their boldest investment calls

Four Swiss CIOs share their strongest convictions for 2024 with Citywire.

Swiss Savings Survey 2023: The Swiss population is more focused on security than ever

Saving is an important aspect of our culture in Switzerland

Fear Among Investment Bankers at the New UBS

Only employees of American banking giant Citigroup were more uncertain about their jobs (44.6 percent).

'Guernsey’s Place in the World’ to be Highlighted at Annual Finance Update

Attendees will have the opportunity to learn how Guernsey Finance supported the financial services industry in 2023,

The Netherlands as a hub: European business expansion and supply chain optimisation through Dutch SPVs

It serves as a transformative catalyst, providing companies with a gateway to global growth.

Don’t give up on St James’s Place, Hargreaves Lansdown, Abrdn and Schroders just yet, says broker

Meanwhile, as interest rates have increased over the past year, investors have dumped underperforming UK equities in favour of cash.

Goldman Sachs Asset Management raises $650 million for life sciences fund

The fund, West Street Life Sciences I, will specifically target early to mid-stage therapeutic companies with multi-asset portfolios as well as tools and diagnostics firms.

Why Most Accounting Firm Wealth Management Practices Are Not Successful

The biggest obstacle to success is the reluctance to discuss wealth management and their firm’s wealth management practice with their clients.

Comment & Analysis