Guardians of the galaxy: What does the future of asset management look like?
As more and more long-serving managers hang up their spreadsheets, DFMs and wealth managers surmise what the future
Comment & Analysis
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Consumer spending bounced back in November as seasonal shopping boosted retail and travel
The travel sector again performed strongly in November
More Billionaire Wealth Achieved Through Inheritance, Overtaking Entrepreneurship
The report estimates that more than 1,000 billionaires are expected to pass on $5.2 trillion in wealth to heirs over the next 20 to 30 years.
To Be Perfectly Transparent
The FATF official guidance or “Recommendations” 24 (companies) and 25 (trusts) have now been formally updated, as at February 2023.
How women are managing family wealth
As professional advisors, we continue to adopt and adapt to support clients on their wealth journey.
Schroders Crystal Ball 2024 Investment Outlook: Megatrends are forcing investors to change their view of the world
The 3Ds of decarbonisation, demographics and deglobalisation are forcing investors to recalibrate their view of the world.
Leonteq revises its outlook and provides business update
This compared to an exceptionally strong performance in the prior-year period where the net trading result significantly overcompensated for reduced client demand.
Women not concerned by gender when picking an adviser
The study aimed to better understand the role of women in ‘the great wealth transfer,’ which refers to the passing of wealth from baby boomers to their children and grandchildren.
Billionaire investor Charles Munger dies at 99
Billionaire investor Charles Munger, who rose to prominence as the vice chairman of conglomerate Berkshire Hathaway, died on Tuesday at the age of 99, the company said. Berkshire Hathaway did not disclose a cause of death but said that Munger ‘peacefully died this morning at a California hospital’. ‘Berkshire Hathaway could not have […]
4 charities are thankful for Warren Buffett this Thanksgiving, as he gives away $870 million of his fortune to philanthropy
Thanksgiving, to many people, is about friends, family and stuffing yourself with an obscene amount of food. For Warren Buffett, it’s a time to line the coffers of his favorite charities. The head of Berkshire Hathaway has donated roughly $870 million to four family-run foundations, a continuation of the philanthropy he has undertaking since […]
The share of executives recognizing the business case for sustainability has tripled in the last year
In a context of record high temperatures and with climate disasters on the rise[1], three times more executives across industries are now clear on the business case for sustainability compared to last year. A growing number also acknowledge the benefits of incorporating sustainable business practices and processes, according to a new report from the […]
Balancing the risk and rewards of investing
There are other times when the balance between risk and reward are ‘about right’, including the volatile situation we find ourselves in today.