Managers of Wealth

Confronting Climate Change in a Deeply Unequal World

The global reaction to two landmark new reports suggest the world could well lose that confrontation.

Why global markets are collapsing right now, and who you should blame for it

Putting up barriers to competing foreign goods, and taxing the services of other countries, may feel great in the short run.

Balancing work, income and lifestyle

Their aspirations don't necessarily mean being locked to a bleak desk day after day though.

What's on your expat wish list?

The Spanish way of life also helped to secure 2nd place for experience again this year.

2018 LEXUS Hurun China Rich List

This is the 20th annual ranking of the richest individuals in China.

Many CEOs and Boards May Be Missing the Mark on Strategic Risk Investment and Readiness

Despite that, many are not adequately prioritizing the strategic planning and investment needed to identify, respond to and mitigate critical risks.

Revealed: All the winners at the Women in Financial Advice Awards 2018

The Women in Financial Advice awards have been created by Professional Adviser and its sister publications Cover and Retirement Planner to celebrate the achievements of women working within the financial advice community as well as the broader financial s

Evrard Bordier On Applying A ‘Know Thyself’ Principle in Investment Strategy, And Why A Fiscal Goldilocks Zone May Be Untenable for Banks

The bank’s CEO and managing partner Evrard Bordier believes that identifying what is truly important to a client can help them discover unconscious traits they might not have realised about themselves, or perhaps had not been able to articulate.

How much cash are these five wealth managers holding?

With some investors anxious about the state of the global economy, we asked our readers how much cash they currently hold.

FNZ takes responsibility for Aviva problems

There were also issues with the new client reporting function and technical issues which affected payments for people in drawdown, while advisers reported they were not getting their payments through the platform.

Brexit To Benefit Julius Baer

The decision to expand its U.K. network has certainly helped in the growth, and in Edinborough it already has 10 employees, six of them client advisors.

Your Guide to Understanding Offshore Private Banking

Many people think that offshore banking is complicated, while others believe it is best left for the wealthiest among us.

Next gen to have a better conscience than their predecessors

A UBS report looked at high net-worth investors with at least one per cent of liquid assets allocated to investments with environment, social and governance factors, and only 12 per cent of high net worth individuals in the US had some sustainable investm

Global investment in real estate hits record $1.8tn

The 18% increase in commercial real estate investment is being led by Asia, both as a source of capital and as an investment destination, with investment in Asia accounting for 52% of all activity and Asian buyers responsible for 45% of all cross-border i

Research