Managers of Wealth

Emerging markets: time to buy? - Schroders

The improvement in risk appetite comes at a time when aggregate emerging market valuations look attractive and investors have been waiting for an opportunity to re-enter the asset class.

2015 AUM & RM Headcount League Tables

This is in stark contrast to the heady days of 2014 when 19 out of 20 banks recorded rising AUM.

27 bankers paid more than 1 million euros in Luxembourg

The number of "high earners" in the Grand Duchy increased in 2014

Climate change will wipe $2.5tn off global financial assets: study

Losses could soar to $24tn and wreck the global economy in worst case scenario, first economic modelling estimate suggests

Liverpool FC in Middle East takeover bid, says report

The famous Premier League football club could be sold for more than $900m

Free lunch? - St. James’s Place

Clearly, for private investors seeking income, the new dividend allowance will have important implications.

Estimates for the Private Client Indices and ARC Charity Indices

Fluctuations in Sterling versus other currencies meant that international equities generally out performed UK.

The Super-Rich Are Likely To Be Poor Clients For Many Financial Advisors

The downside of focusing on the super-rich can offset the advantages.

Time for Africa to tax the rich

This means African governments are losing out on roughly $15 billion in taxes annually, and this does not take into account nonfinancial wealth.

How FinTech is Forcing Banking to a Tipping Point

Citigroup, one of the world’s largest financial institutions, has just released an important FinTech report that predicts big changes as a result of new financial start-ups

BNY Mellon's First-ever "People Report" Showcases a Talent Strategy that Powers Business Performance

In the report, BNY Mellon showcases how raising the bar on people and performance is enabling a 230-year financial services firm to transform itself to attract, engage and retain employees, exceed client expectations, enhance shareholder value and improve

Combining assets and tax tools to maintain a client's lifestyle

The Donaldsons have liquid investments of £110,000 in ISAs and about £800,000 in a general investment account.

Unigestion’s Direct Opportunities Fund Sees Successful First Close

Unigestion has announced that it has successfully held the first close of its private equity fund, Unigestion Direct Opportunities 2015.

Miton’s Anthony Rayner: “Emerging into the limelight”

As a result, our basket of stocks, which is small in aggregate, tends to avoid direct commodity exposure and the exporters.

Pay report 2016: the breadwinners in wealth management

Our exclusive report reveals the distribution of wealth management remuneration across the UK.

The adviser merry-go-round continues - Equifax Touchstone

Adviser FCA registrations up by 53% in 2015

Rebuilding the brand

After the unravelling of its banking secrecy laws, scandal at FIFA and economic pressures dealt a further blow to the country’s reputation for stability.

Number of U.S. Securities Class Action Settlements at Highest Level Since 2010

“The increases in case filings may suggest that higher numbers of settlements will persist in the near future. While settlement volume fluctuates from year to year, the size of the typical settlement tends to remain fairly consistent.”

Exodus of 10,000 millionaires amid rising Muslim tensions

Rising tensions in France, especially in Paris following a series of Islamist terrorist attacks in 2015, have spurred an exodus of its super-wealthy citizens, a new report on migration trends of millionaires and high-net worth individuals across the world

Could a banker be ever paid like an accountant?

Eight years after the global financial crisis, bankers are still reviled by politicians and distrusted by regulators.

Research