South African investors and expats see the Isle of Man as safe haven for both their asserts and their families

Wealth managers can play a fundamental role in helping entrepreneurs prepare successfully for handing over control of their businesses to family members, the management team, or new owners

Asset managers are in a unique position to help companies transition for a lower carbon future by divesting from the laggards and engaging with those on the right path

Technology is creating new markets for wealth managers and allowing participation in others which were previously considered unprofitable

Emerging markets are full of potential but notoriously volatile. Can applying an environmental, social and governance approach to investment make for a smoother ride?

Private banks’ are frequently dazzled by the size and past performance of ‘blockbuster’ funds and ‘star’ managers and include them on their approved lists of funds without carrying out robust checks. They need to up their game

The potential is there for technology to usher in a new type of relationship between clients and relationship managers, but there is a danger of losing the human element from wealth management

Senior wealth management executives must show frontline staff that technology can empower them and need not be feared