Risk enters Brazilian wealth management

Risk enters Brazilian wealth management

By ROB DWYER

A change in the interest rate environment will require a fundamental shift in mind-set from the clients of Brazil’s private banks – are they ready for it and where should they look for returns?

Forget robo-advisers, it’s superhumans that are needed

Forget robo-advisers, it’s superhumans that are needed

By HELEN AVERY

In 2003, the average number of high net-worth clients per relationship manager or financial adviser in the US was 170 – today, that figure is expected to be about 280, with advisers regularly claiming to know someone who knows someone who has at least 500.

CSR: Pension funds turn up ESG dial

CSR: Pension funds turn up ESG dial

By HELEN AVERY

Blue states lead lagging US on environmental, social and governance (ESG) investing; pension funds hold investment managers accountable.