Managers of Wealth

White Paper The role of wealth management in serving millenials

This means that they represent an essential client-pool for financial advisors and a vital acquisition/retention opportunity for credit unions.

Global wealth managers compete for up to US$200b in revenue as shifting client expectations and technology drive transformation

Firms that fail to make strategic investments to deliver a superior client experience may risk losing a substantial portion of their current business, the report finds.

SS&C GlobeOp Hedge Fund Performance Index: April performance 1.19%

Hedge fund flows as measured by the SS&C GlobeOp Capital Movement Index advanced 0.53% in May.

Indians see average wealth soar 400 per cent in 10 years

This compares poorly to other developed markets as the average wealth of a person in Australia has increased by over 100 per cent and in Canada by over 50 per cent in the same period.

Top Five Wealthiest Hedge Fund Managers Each Made Over $1 Billion in 2015

Hedge funds are private investment pools that are largely unregulated.

The British Politicians Serving the World's Super Rich

Like other private offices, J. Stern was set up to look after the riches of one family – the Sterns, a European banking dynasty – before branching out and offering its services to other super rich folk.

How The Rich Live Now: Supersonic Jets and Submersible Yachts

The conflicting values of the super rich, who don't want to leave a digital or ecological footprint

Phoenix Financial PR shortlisted in Citywealth's Brand Management & Reputation Awards

Phoenix is delighted to be shortlisted in the category 'PR Agency of the Year'.

Global wealth managers compete for up to US$200b in revenue as shifting client expectations and technology drive transformation

This research should make the industry sit up and take notice.

High Flyers: Why Women are leading more Enterprises than ever before

She quickly rose through the ranks and was appointed president in 2013 and chief executive in December of last year, finally succeeding her father at the helm of the 95-year-old firm with annual revenues of $489 million.

Best-paid U.S. hedge fund managers take home $13 billion

Citadel's Kenneth Griffin, who started trading from his Harvard dormitory in the 1980s, and Renaissance Technologies' James Simons, a former code breaker who launched his fund in 1982, each took home $1.7 billion in 2015 to tie for top honors.

Why wealthy South Africans are taking their millions to Mauritius

If you're a dollar millionaire living in South Africa‚ chances are you've considered leaving for Mauritius.

The new CIO agenda: Transforming to a digital world

It will take a strong digital vision and strategy, strong leadership and governance, and an ecosystem of partners to meet citizen’s expectations in a digital world.

How to Invest in a Racehorse Even If You're Not a Millionaire

And it's possible to have some skin in the game at major races like the Kentucky Derby even if you're not a multi-millionaire and lack any horse sense at all.

The 24 best universities in the world according to Times Higher Education

Industry income and international outlook were also taken into account but were given a much smaller weighting in the eventual score.

Brexit: investment house Independent Portfolio Managers introduces the 'Brexit Meter'

On the day that the CBI shows its teeth, reacting angrily to Michael Gove’s claims that a large proportion of British businesses back Brexit, investment house Independent Portfolio Managers (‘IPM’) would like to introduce you to the &lsq

BNY Mellon report predicts that investor demand for real assets will surge by 2020

The survey also revealed that more than a third of infrastructure and real estate fund managers had altered their investment approach

Foreign Direct Investment: On the Rebound?

The United States again tops the FDI Confidence Index, holding its first-place position for the fourth year in a row.

Case in Point: The fine art of financing art

The collection has come in handy, especially for clients of JPMorgan’s private bank who invested in art

Shariah Gold Standard – $2 Trillion In Assets “Could Send Price Soaring”

We found that there is overwhelming demand for gold to play a greater role in Islamic finance

Research