Managers of Wealth

Justifying Unethical Behavior: A Revealing Global Survey

According to this year’s survey, 55% of companies globally have whistleblower hotlines in place.

Financing SMEs and Entrepreneurs 2016: An OECD Scoreboard

The fifth annual edition of the OECD Scoreboard highlights developments in SME financing over the 2012-14 period.

GCC’s rich prefer real estate investments

The third edition of the two-day arab luxury world conference will delve deep in to the investment and spending habits of HNWIs from the region.

Barron’s Top 100 Financial Advisors

Five of the Top 100 offer insights into navigating the bull market. Why they’re pivoting toward value.

Love, Money and Control: How to Avoid Family Feuds Over Money

Nationwide Survey by Merrill Lynch Private Banking and Investment Group Finds Generational Differences in Perspectives on Family Wealth and Division of Assets

Banks must 'think big' to beat off fintech competitors - CapGemini

Ease of use, fast service and positive customer experience all cited as advantages over banks as FinTech companies see gains in consumer adoption, referrals and trust

SimCorp Paper Concludes Asset Managers Should Invest Now to Capture Future Growth Opportunities

SimCorp has published a paper, ‘Pursuing Growth in Uncertain Times – Capturing the Long-term Opportunity’, which presents new findings from analysts and industry experts about the main opportunities for growth in the asset management ind

Rebalancing Your Balanced Portfolio: BMO Global Asset Management Insights

Alternative investments feature a diverse group of strategies and management styles. Among those often included within liquid alternatives mutual funds are equity hedge, credit, relative value and macro-driven tactics.

European real estate appealing to investors from across Asia

Expect a steady increase of Asian investment into European commercial real estate in coming years, according to ING

The Appeal Of Business Owners For Financial Advisors

Based on a survey of 803 financial advisors examining their thought processes and actions, four out of five of them are very interested in working with privately held business owners.

Old Mutual Wealth sponsors the DESTINY MAN “Personal Wealth Report”

Opportunity is knocking. In a world where anyone can succeed with the right attitude and skills set, building wealth is easier than you think.

Co-investing in development opportunities in the UK

Some niche players who have focused on marketing London projects to overseas buyers in Asia have since repositioned themselves as property developers and are offering Singapore investors co-investment opportunities.

Hey, big spender

We expect international luxury goods to be particular beneficiaries of this new wealth in India

SS&C GlobeOp Hedge Fund Performance Index for March

Data is based on actual subscriptions and redemptions independently calculated and confirmed from real capital movements

Clients Of The Future: Demanding, Smart And Cost Conscious

Financial professionals are fond of quoting hockey legend Wayne Gretzky when planning the future: “I skate to where the puck is going to be, not where it has been.”

Can the oil price rally continue? - Schroders

There is an interesting question now regarding excess capacity in the market and what could happen to the price in the event of a meaningful supply disruption.

Indian business succession: patriarch versus next-gen

One of the biggest aims of planning a succession is to prevent a family dispute in splitting the business

Moody’S: Bahamas In ‘Low Growth Trap’

The message from Moody’s April 5 report is especially blunt for the Bahamas, as it shows this nation has failed to match an already below-par regional growth average since the millennium.

How Financial Advisers Can Appeal To NextGens

Financial advisers who fail to understand and act on the behaviors and demands of young high-net-worth individuals may be unprepared for the long-term shifts in client attitudes that are on the horizon.

Wealthy Workers Choosing Risk Over Retirement

Wealthy professionals in the UK are rejecting the chance to retire at 65

Research