- Managers of Wealth -Wealth, private banking and asset management news and opinion

Guernsey funds sector positive despite quarterly fall in net asset value

Guernsey Finance Chief Executive Dominic Wheatley said current activity levels meant there was confidence in the Guernsey industry.

UBS Topples Credit Suisse as Asia’s Top Sales Firm

Morgan Stanley and Citi remained at third and fourth, respectively, as voted on by participants in the 2018 All-Asia Research Team survey.

James Financial Reports April 2018 Operating Data

The increase was largely attributable to growth of Private Client Group assets in fee-based accounts, which offset weak institutional fixed income commissions in April.

Half of Hong Kong’s private wealth risking court battles

Swathes of Asia’s greatest family fortunes held in alternative assets like fine art or watches are being overlooked by financial planners, according to an experienced trustee.

Julius Baer Wealth Report: Shanghai maintains top spot as most expensive city for luxury wine in Asia; Hong Kong most competitive

The report also examines the increasing sophistication of the Chinese wine consumers, and explores fine wines as an alternative investment.

Women Looking To Engage In Impact Investing

The report is based on data from the Bank of America/U.S. Trust Study of High Net Worth Philanthropy, conducted biennially by the Lilly Family School of Philanthropy.

Men More Likely To Substitute Impact Investing For Charitable Giving, Study Says

Eighty-two percent of men and 81 percent of women said they were aware of impact investing.

Swiss charitable foundations continue to flourish

The report’s authors say Switzerland has one of the highest concentrations in the world – 15.6 foundations per 10,000 residents - with half of all new institutions created in the past 20 years.

Positive Market Indicators for Jersey’s Future

Under the guidance of CEO Nigel Le Quesne, the firm has grown from a dozen employees in one location to a Group with offices in 17 jurisdictions employing in excess of 550 staff.

London can benefit from the certainty of Guernsey’s position outside the EU – Guernsey Funds Forum

The island’s long-standing stability and experience in operating as a ‘third country’ outside of the European Union were highlighted in a wide-ranging panel discussion

Where do pension millionaires invest?

And when it comes to funds they tend to like proven names and income generators, according to analysis of the 1,500 account-holders at broker Hargreaves Lansdown who have managed to accumulate private pension holdings exceeding the £1million mark.

Advice From The World's Richest Self-Made Woman

Zhou Qunfei attributes her success to her perseverance.

He who hesitates is lost

The eurozone data has been particularly weak and Japan too with first-quarter GDP growth well below expectations.

Which countries will create most billionaires in 10 years?

UAE will be the 12th biggest producer of billionaires in 2027: study

Vatican warns of 'profoundly amoral culture' in global finance

That is why the Church sets before the world the ideal of a ‘civilization of love’.

Less Than 1/4 of Americans Plan to Use Professional Help for Inheritance

The challenge is to do a better job of educating their customers on wealth and retirement topics.

What Aging HNW Clients Mean for Wealth Management

By 2026 more than half of the country’s millionaires will be over 65

The Caribbean’s Best Yachting Destination: The BVI

The BVI’s charter yacht sector has more than 1,800 boats and cabins available, according to data from the British Virgin Islands Tourist Board

The Wealth-X Billionaire Census 2018

The report attributes this significant increase in wealth to a synchronized upturn in the world economy and climbing equity markets.

You Need $2.4 Million to Be Considered Wealthy in America

It’s not just about the cash—it’s what you do with it.