Managers of Wealth

Ethical investment: despite a sweet spot for performance, funds still widely ignored

On first impressions it may seem surprising that over the past decade the amount of money invested in ethical funds remains so modest.

Loose change: Most Family Business without Succession Plan

The British support group said it interviewed 250 UK and 1000 global businesses.

How Fidelity's robo for RIAs 'leapfrogged' rivals -- and why the landing might not stick

Fidelity weaves in eMoney wizardry to its super-bot but Geode's presence as de facto CIO stops some RIAs in their tracks

Wealthy Baby Boomers Set Standard For Millennials’ Wealth Management, According To SEI Survey

The digital survey was conducted among 282 ultra-high-net-worth individuals.

Caution Prevails Among Asian Investors Cash holdings increase over the past year, with slight shift in product preferences

The survey reveals China is the only country that showed a more than one percentage-point uptick in holdings in the asset class between the 2015 and 2016 surveys.

The 15 ‘richest’ cities in the world

Cities that are home to the most number of billionaires or millionaires may not necessarily be the wealthiest places on earth

2016 U.S. Trust Study of High Net Worth Philanthropy Reveals Positive Giving and Volunteering Forecasts for the Coming Years

New Study Offers Insight Into the Motivations, Expectations and Behaviors of Various Demographic Segments of Wealthy Donors

Why Women Aren’t Making It to the Top of Financial Services Firms

But this seemingly impressive statistic disguises an underlying lack of progress of gender equality in financial services.

Meet the six billionaires who've made a debut in India Rich List this year

Six india inc members made their debut in the billionaires club this year

Study: No direct relationship between hedge fund leverage and volatility and downside risk

The AIMA/CAIA study suggests that there is no direct relationship between hedge fund leverage and the volatility and downside risk of fund performance.

Private Equity Firms Distribute Record $443bn to Investors in 2015

In third successive year of record distributions, private equity investors receive record net capital flows of $217bn as call-ups decrease

Asia Hedge Fund Industry Sees Less Launch Activity in Q3

Asia-focused and -based hedge funds both see proportional launch figures fall, as fund managers turn towards a global focus

London tops list for quality of life, sorry Paris and New York

Thirty cities were rated on their culture, entertainment, infrastructure, health and general happiness.

Financial advisory firms are missing their growth target for assets under management, revenue

After falling short of their goals, advisers are trying to figure out how to get back on track

These financial markets professionals expect to face 34% pay cut

Hedge funds, which charge some of the highest fees in the money-management business.

Bloomberg offers new gender-equality index to promote women’s roles in business

Sun was in Hong Kong, Tokyo and other Asian markets last week to introduce the index and encourage more Asian companies to join the index.

Ultra-wealthy still interested in buying real estate despite slowdown, uncertainty

High net worth individuals feel good about their lives, are confident about their decisions and have a very strong intent to purchase real estate

Michael Blake: «We Plan to Hire 40 Relationship Managers in Asia»

Fifty percent of assets are not professionally managed and we are in the midst of an inter-generational transfer of wealth.

More Than A Dozen Swiss Banks Under Investigation For Money Laundering

A new report makes a mention of how as many as 15 Swiss banks could be involved in a major money laundering scheme.

Northern Trust Survey: Investment Managers Expect Fed Rate Hike, Increased Market Volatility

U.S. elections could lead to portfolio shifts

Research