Portfolio Manager, Colombia Threadneedle Investments.

Holding court in the speakers’ quarter — Godfather-like, never having to move from his chair — was Martin Gilbert. Co-founder of Aberdeen Asset Management in 1983, long before it became Europe’s ...

Erik Vrij, head of legal at First Abu Dhabi Bank, talks to PWM about how the financial fiction he writes in his spare time reflects the incredible world of tycoons, dysfunctional families and intense ...

In the US, the idea that families thrive when they invest in themselves is more deeply rooted. Matter Family Office, a ...

At Merrill Center for Family Wealth, a dedicated think-tank within Bank of America Merrill Lynch, financial literacy is being ...

Jose Minaya, head of investment and wealth management at BNY, talks to PWM about how the successful firm of 2030 will emerge from an unprecedented technological revolution ...

A fully integrated AI-driven wealth management platform, says Mr Gomez, starts with cloud-native infrastructure, robust cyber ...

Before the Covid lockdown, family offices were barely mentioned at the summit, convened in the shadow of Monte Carlo’s famous ...

India offers a rare mix of strong growth and defensive characteristics, an increasingly rare combination in today’s world.

In an era of global uncertainty, it is vital for forward-thinking Asian wealth managers to offer alternative investments and AI-led portfolio allocation strategies ...

At age 13, he left Hong Kong to attend boarding school in the UK. “It was before smartphones. I had to solve every problem on my own. That’s when I learned independence.” Mr Law’s parents, both of ...

Swiss supremacy in wealth management has been challenged by recent events such as the collapse of Credit Suisse. Can the original heartland of private banking continue to prosper? The failure of ...