Managers of Wealth

Jersey Finance white paper highlights Chinese internationalisation opportunities

There is an increasing need for business succession planning

Financial Institutions Find Regulatory Compliance More Challenging Than Tax and Internal Controls Combined

“Increased regulation can squeeze profitability because of the additional human capital, systems, and processes needed to comply."

How to Differentiate Your Practice in a Crowded Market

In this challenging environment, how can you differentiate your wealth management firm?

Beijing boasts highest density of multimillionaires

Wealthy individuals have more diverse and flexible options when it comes to assets allocation.

Bodyguards Aren't Just for Celebrities Anymore

To her surprise, her dining companions greeted the stranger as though they had been expecting him. "I was like, 'Oh, is this a friend?' " Caroline says.

Financial advisers rely on the Monte Carlo method as the financial success predictor

The adviser inputs certain data, such as the client’s age and what assets are in the portfolio.

Exploring the positive side of risk - Deloitte

This series looks at the other side of risk—the positive side—where potential, untapped value resides. Learn how viewing risk through a different lens can help you spot value-creating opportunities where risk powers performance.

Dukes, foreign tycoons, a laird with a private army, and the most eligible bachelor in Britain ... Meet the men, and they are all men, who own Scotland

This is no longer a country owned mainly by the aristocracy.

Lucifer’s Banker: The Untold Story of How I Destroyed Swiss Bank Secrecy

Birkenfeld got his start in the financial world with summer jobs and eventually a full-time stint at State Street Bank, working for international money managers. Within a year he was handling spot and forward currency trading on 90 institutional account

Facebook top channel for ad recall among millionaires: report

Boomer millionaires, on the other hand, are more apt than other wealthy consumers or the general population

Barclays Compass: Developed Markets Continue To Lead

The Q4 2016 Compass, which examines major asset classes globally, has assigned an overweight allocation for Developed Markets Equities.

5 ‘Mega Trends’ Affecting Wealth Management

Robo-advisors and the DOL fiduciary rule are just two factors driving big change in the industry

Private pension assets top USD 38 trillion worldwide in 2015

A special feature examines whether there is a relationship between the number of pension funds and real investment rates of return net of investment expenses.

Prudent Group: Most Innovative Hedge Fund Manager U.S. and Europe and Best in Funds 2016 award

Prudent Group has recently been approved to distribute our fund products locally in Germany and Sweden to well-informed investors.

Buyside Asset Managers to Significantly Boost Portfolio Allocations to Alternatives, Loans, Equities, and Mutual Funds - SS&C

Processing new security types is most frequently cited challenge to expansion of insurance investment operations. Sixty-two percent of respondents say cloud is critical to technology strategy.

Research