Managers of Wealth

‘Tech and touch’: The future of asset management

The changing nature of customer expectations and how balancing technology with bespoke face-to-face advice will separate the good advisers from the best ones.

Prime property hotspots revealed

HNWs also want larger living spaces, energy efficiency and faster broadband as well as unique features, good transport links and infrastructure – schools, a GP surgery, boutiques, restaurants and other retail space.

Global High Net Worth Millionaires Hold Over $61 trillion in Combined Wealth

Wealth-X Leverages Recent Data Expansion to Reveal Detailed HNW Analysis in New Report

Tackling the gender gap: 'Wall Street's been a boy's club forever'

Citi — one of the world's largest banks — said Wednesday that its female employees earn 29 percent less than its male employees globally.

Johannesburg is leading wealth management in Africa

Wealth managers in Africa typically target individuals with more than $500 000 in investable assets.

Carey Olsen is top TISE listing agent

Carey Olsen partner Simon Marks said: "It has been another outstanding year for Carey Olsen Corporate Finance Limited on The International Stock Exchange.

Private wealth firms could catch up with retail banks in tech terms by 2023

New research conducted by Intertrust among private wealth professionals has revealed that clients now expect firms to adopt similar technologies to retail banks, such as mobile apps and portals.

These countries are set to see their millionaire populations skyrocket in the next 5 years

The 10 countries with the largest HNW populations grew in total by over 387,000 HNW individuals (up 2.4%) compared with 2017

Children of Millionaires Cherish Family Values Over Wealth

More than 84 percent of the children surveyed say their family’s charitable giving aligns with their own values, and two out of three (63 percent) report they are giving together as a family.

Social Impact Investing Is Growing in Importance Among New Generation of Advisors

New Generation of Advisors Looking For More Fixed Income ESG Options to Offer Their Conservative Clients

Chubb Announces Key Cyber Security Trends to Watch in 2019

First annual cyber security predictions pinpoint areas of high cyber risk in the New Year and beyond

Why Are Prices Ending In the Number 8 So Popular in Asia?'

American sellers focus on consumer psychology, Asian sellers emphasize luck.

The 4th Industrial Revolution - Powered by Millennials

Published globally by Marshall Cavendish, the world-first book deconstructs contemporary global issues, super-charged by the impact of Millennials and their influence on the 4th Industrial Revolution.

Why Jaguar Land Rover is losing money and how it plans to return to profit

Fast forward to 2018 and the company lost 354 million pounds in the first six month of its current financial year (which runs until March 31, 2019).

Northern Trust 2019 Outlook Sees No Recession in Developed Markets and Global Growth Continuing

U.S. High Yield Favored Asset Class

Expect mild recession in 2020, says Bank Julius Baer

That was not something that was sustainable and we should have known it wasn’t sustainable and 54.1 is still a very healthy number for the PMI anything above 50 signals expansion.

Africa to breed more of world millionaires

“This is more than the new entrants to the millionaire class in high-income countries outside North America and Europe,” notes the report, adding that this change is even more pronounced in the UHNW segment.

How to identify the right golf investment opportunity

Widely recognised as one of the best golf resorts in Portugal, Monte Rei offers an excellent investment opportunity for golfers and non-golfers alike

Is Digital Banking A Sexy Label, or Basic Human Right?

Private banks or wealth management firms used to be an exclusive club for the affluent.

Three moments in 2018 that changed advice forever

New entrants, MiFID II and SIPPs

Research