Managers of Wealth

From labor abundance to labor scarcity

In Europe, the workforce grew from 56% of the total population to 60% over the same period, again as part of a growing overall population.

Superyacht Sales Spike as Wealthy Escape

Sales of superyachts (new and pre-owned boats 24 metres-plus) by brokers in 2021 continued to significantly outperform previous years as demand for vessels tracks increasingly higher, driven in part by coronavirus lockdown restrictions and travel safety c

On pain of death by Tim Price

Central banks have historically been born of a need to raise finance for the governments they serve.

More Than Banking: Top Innovators in Swiss Finance

The basic idea was to offer independent advice while clearly separating themselves from product sellers.

Staking a profit with Decentralized Finance

They are scalable and have high transaction speeds.

KYC Will Not Protect Us, Bitcoin and Encryption Will

As regulators attempt to institute KYC and AML rules at the peril of our personal data, Bitcoin and encryption offer salvation.

New anti-money laundering rules took effect in the UK last year – but are they being adhered to?

In June 2021 the government published a new AML risk assessment specifically for art-market participants to assist them in identifying the key risk indicators in their businesses.

What tricks will stick as asset managers head back to the office?

This helped to accelerate digital adoption and focus minds on ‘burning platforms’ that needed addressing most.

Capital markets investors predict more airline bailouts and insolvencies

The majority (57%) of respondents believe that private equity will target the airline sector as a corporate recovery play over the next 12 months.

The impact on philanthropy and charities when ultra-wealthy divorce

This remains the case unless and until those assets have been specifically ringfenced for charitable purposes, for example if they are held within a family trust.

How technology is putting private markets within reach of HNW clients

But in addition to recent revised SEC criteria for accredited investors, improved technology and pandemic-driven industry changes are driving an evolution in the alternative investment industry, resulting in expanded access to private equity and other pri

Market due for high next month: Wealth Within

The US market is just finishing its reporting season with over 80% of companies announcing improved results and I suspect we will follow suit.

Tech myths your firm should ditch

Article from The Wealth Mosaic's APAC Wealth Technology Landscape Report (2021). Written by Adrian Johnstone, Co-founder & Chief Commercial Officer at Practifi

Much to Ponder on, particularly in China

The reforms potentially leave Chinese equity markets in no man’s land.

Diary of a Fund Manager - Half Time

August is a chance to decide on the priorities for the rest of the year and the year after which is why September and October can be volatile.

Philanthropy 2021: 'Doing Better at Doing Good'

Many philanthropic funders rose to the occasion and expanded their grants programmes to accommodate the uncertainty and increasing need.

Fintech Experts Warn Against CBDC Overhype

But while it may be prudent to conduct due diligence exercises to understand new developments, it may not necessarily be sound for everyone to act on such information.

Swiss financial center: vaccination incentives instead of compulsion

Most financial institutions in Switzerland don't seem to be in a particularly hurry to get their employees back into the office.

Swiss Finance is Laid Back on Return to Office

As a result, none of them said they had specific measures in place to entice people back onto company premises.

How can you manage compliance more effectively in wealth management?

Wealth management advisors are investment management experts, not compliance administrators – and it needs to remain that way.

Comment & Analysis