Managers of Wealth

Wealth Transfer Dynamics: Millennials on the Verge of Richest Ever

This influx of wealth into the hands of millennials is expected to catalyze a paradigm shift in property ownership patterns.

Family Affair

Bringing a new member into a fully operating wealth management business generally offers an injection of optimism along with the prospect of growth.

The top 3 challenges for financial companies

The development and use of innovative technologies are increasingly becoming a key differentiator for banks.

CIMB Bank on Wealth Generation and Financial Independence

The latest effort underscores CIMB’s mission to make insurance solutions accessible to its customers while giving them freedom of choice.

Why the super-rich can't stop buying expensive goods

Record breaking sales across the luxury market are booming.

Quilter's asks and analysis of rumours ahead of the Spring Budget

There have been mixed reports as to how much fiscal headroom the government has to deliver any meaningful tax cuts or investment into public services.

Schroders enhances impact investment focus with new global equity impact fund

The fund will target companies whose products, services and operations are focused on solving societal and environmental challenges faced by individuals and industries in the coming decades.

Asset managers also have a massive need for customer advisors

The investigation was carried out by the consulting firm Advea and the holding company Cinerius.

BNP Paribas and the EDF group sign a partnership to support the bank's individual customers in the energy renovation of their homes

They will help them identify the work to be carried out in their home using the simulator offered by IZI by EDF, EDF's consumer service brand.

Rolls-Royce profits soar and recovery accelerates

The company posted an underlying operating profit of £1.7 billion, a five-fold increase from the £315 million recorded in 2022.

Jupiter shares jump on forecast-beating profit update

Shares are up nearly 7% after asset manager reported a 36% jump in annual underlying pre-tax profit to £105.2m.

Look for market “North Stars” amid data noise

The consumer price index for January came out stronger than expected, while retail sales for the same period turned out weaker than had been generally assumed.

Study finds institutional investors and wealth managers boost investment in life settlement funds

The main reason for the rise in number of life insurance policyholders cashing in policies identified by the research is the rising cost of long-term care in the US followed by the increasing ageing population.

Why wealth is not an insulator against vulnerability

'Time and again, we have seen that self-identification simply doesn't work'

Litigants digest ‘comprehensive’ UBS defence of the Credit Suisse takeover price

Media reports say that the legal defence casts doubt on Credit Suisse’s capitalisation as early as 2021.

“As A Whitlock, We Don't Quit.” Olympic Gymnast Max Whitlock Obe On Building Perfection

As we launch our partnership with Team GB for the Paris 2024 Olympic Games, we speak to three-time Olympic champion Max Whitlock about ‘perfection’, what drives him to succeed and how he finds balance for his physical and mental health.

University of Reading top the People and Planet University League as progress in sustainable investment policy is recognised

The active approach to engagement and voting encourages companies and managers to transition to climate solutions as well as promoting improvements in human rights, inclusion, and diversity.

Comment & Analysis