Global household wealth has proven remarkably resilient in the wake of the pandemic, showing a small increase in total wealth to the end of June. However, there are plenty of regional winners and losers in the details of Credit Suisse's annual report.
Firms may have congratulated themselves on how they've shifted to working from home, but there have been challenges such as protecting a firm's reputation when colleagues cannot interact with clients as much as they would like, and the fatigue caused by lockdowns and restrictions.
Harnessing insights from behavioral finance, and drawing ideas from sports and other fields, a transatlantic consultancy and analytics firm argues that it is possible to delve into what produces consistent market-beating returns.
Whatever one thinks about fossil fuels, mineral resources such as oil and natural gas are important sources of wealth for property owners who acquire it. This publication talks to US firm Argent about its mineral rights and management arm, the state of the sector and what it thinks the future may hold.
The Wall Street firm is paying a total of $2.9 billion to worldwide regulators to resolve serious failings related to its dealings with scandal-warped Malaysian fund 1MDB. That payment is separate to a $3.9 bill...
The findings add a new edge to the debate about the case for and against fiduciary advice and what truly independent wealth management means. ...
The latest senior moves in North American wealth management. ...
The transaction is the eighth that Hightower has entered into this year, taking its total collection of advisor firms to 113, spanning 33 states. ...
The US-based business provides investment and other outsourced services to a range of financial sector players, including private banks, family offices and wealth management houses. ...
The Seattle wealth management sector has grown rapidly and its prowess is underscored by a number of M&A deals and launches. But as readers know, the city has had its share of problems. How should industry figur...
Political opinions, of any kind, can seriously reduce your investment returns. Anti-capitalism and nationalism are among the most harmful biases, but they are by no means the only ones. ...
What steps should family offices take to protect cybersecurity at a time when family and non-family members are working from home? Coping with a biological virus can actually increase the risks of falling victim...
A prominent figure in the North American wealth space ruminates on a spate of M&A activity, breakaways, and what this says about the state of the market. ...
What effect has the global pandemic had on the trend known as ESG investing? Is it a net plus for the idea or has it actually pushed the concept backwards? If the focus in the coming months is on how to raise gr...