Managers of Wealth

Vontobel Sees $8.8 Bln In H1 Net Outflows After Jain Exit

The withdrawals follow the departure this year of star fund manager Rajiv Jain, who was credited with driving much of the bank's growth over the past two decades.

The Age Of Robo-Advice And Digital Wealth Management

Robo-advisers are no longer considered to be within the realm of science-fiction but are steadily becoming a prospect you may have to come to terms with sooner than you think

Swiss get 'largely compliant' rating for tax assistance - finance ministry

The Global Forum in 2013 had said Switzerland was among the countries that did not meet international standards on tax transparency

7% jump in number of ultra high networth individuals in FY16: Kotak Wealth

The number of ultra HNIs and their networth have witnessed compounded annual growth rate of 16 per cent and 18 per cent in the last five years

Alternatives managers split on the benefits of ESG, finds Unigestion

The survey shows variation between private equity managers linked primarily to size, geography and nature of the strategy

Uneasy about U.S. election, rich investors eye selling stocks for cash -survey

Majority of investors plan to adjust portfolios based on election outcome; 25% considering pulling out of the U.S. stock market

Proving the value of professionalism

CFA Institute is taking to the streets with a new initiative to drive greater awareness of the value of the qualification and professional accreditation.

SS&C GlobeOp Forward Redemption Indicator: July notifications 2.95%

The SS&C GlobeOp Forward Redemption Indicator represents the sum of forward redemption notices

Do China’s Wealthy Have The Upper Hand?

A recent report by The Economist reveals that many Chinese citizens largely believe the super wealthy have a distinct advantage over everyone else.

Most High Net Worth Investors Are Digitally Savvy

Younger high net worth investors care more about socially responsible investing than older investors.

World's best bank 2016: BNP Paribas

Only excellent bank management teams can satisfy shareholders, regulators and customers all at once today. BNP Paribas has one of the very best.

Survey Finds Key Behavioral Distinctions Among High Net Worth Gen X and Millennial Investors

Although it is important to recognize that one investor could be very different from another, we found that there are key commonalities when grouping investors by age and wealth bracket.

Study Shows Asian Investors Are Shying Away From Property And Into Foreign Stocks

Property has long played a central role in Asian high net worth portfolios.

Global Private Banking Benchmark 2016 - Scorpio Partnership

The Scorpio Partnership Global Private Banking Benchmark 2016 is the latest industry wide key performance indicator assessment of the global wealth management sector from leading wealth management strategist, Scorpio Partnership.

Maybank Keeps Focus On Sustainability In Private Wealth

Alvin Lee has a clear vision about the growth he wants to see for the private wealth business over which he presides at Maybank

Global AUM Figures Reflect Tough Private Banking Market

Most institutions showed a notable slowdown in AUM growth and a squeeze on operating margins with market conditions and hesitant clients also suggesting tough times ahead.

Family Offices Are Looking for Conversations Not Speeches

Baron’s session was the opening session for the Next Generation HNW Leaders event in Scotland.

Number of Indian HNIs grew 55% from 2007 to 2015

The major factors that were responsible for the growth in wealth performance in the country include strong growth in the construction, financial services, IT, BPO and healthcare sectors; solid economic growth; and increased levels of entrepreneurship.

Reaping the right rewards

From a client perspective, it may seem a perfectly understandable desire.

Financial advisers lose interest in auto-enrolment

The survey covered advisers, accountants, payroll administrators and book keepers.

Research