Managers of Wealth

USA: The Investor's Second Home

Florida is the state most often chosen for the site of a second or vacation home for affluent investors.

Investor sentiment falls two and a half year low point

The UK isn’t the only country to experience investor depression

Why the wealthy are heavily focused on real estate

It turns out that a good chunk of wealthy peoples’ investments is in real estate.

Multi-managers lose ground to DFMs

Having been nearer 20 per cent of advisers’ assets under advice in July, this proportion declined to 15 per cent last October.

How Big Is The Robo Threat To Wealth Firms?

The face of UK wealth management is changing quite dramatically as digital providers line up wealth propositions.

Will the sell-off prove self-fulfilling? by Larry Hatheway, GAM

Turbulent conditions in financial markets in the first two months of 2016 have raised questions about the health of the global economy.

Sub-Saharan Africa’s Most and Least Resilient Economies

The continent’s long-term potential remains attractive, but a company’s success in the current environment will depend on its strategy.

Growth of Strategic Beta Assets Will Strain Active Managers' Ability to Retain Assets

The growth of strategic beta assets will continue to strain active managers' ability to retain assets, according to new research from global analytics firm Cerulli Associates.

BVI among top 10 destinations for US rich

The survey, which was carried out by Resonance Consultancy late last year and published this month, ranked the BVI number eight on the list.

Adviser Usage Increases Among HNWIs

However, advised HNWIs were still more likely to have unmet advised needs than their unadvised counterparts

Meet the People on Forbes’ 30 Under 30 List With Indian or South Asian Origins

A significant number are of Indian or South Asian origin.

India may be the next wealth hub of the world, says Sotheby's International Realty's Philip A. White

Single biggest conviction in running any business, you have to look into the future and as a leader of a company you have to focus on growth.

People and communication are key

Armed with a ‘100 day plan’, Anbann started his tenure in September 2015.

Asset and wealth managers downgraded on volatile start to 2016

Investment bank Liberum downgrades groups

Misconceptions May Hurt Advisors, Investors, Spectrem Says

There’s a knowledge gap between financial advisors and their affluent clients

Should Fund Managers Get Paid for Performance?

A fund manager paid on results will be more aligned with investors, but such a fee structure may have unintended consequences.

Worst 12 months for high-yield bond funds since financial crisis

Experts suggest the data also paint a bleak picture for the year ahead as oil prices hover at 12-year lows and investors struggle to second-guess how the Federal Reserve will act on interest rates.

$1 million doesn’t make you rich: wealthy Aussies feeling the pinch

The research, for wealth management and superannuation advisory firm MLC, reveals earning a healthy salary does not equate to feeling financially comfortable.

The recent lock-step between oil and markets is now benefitting rational investors

They’ve been linked in some kind of cha-cha dance with an almost perfect lock-step.

Market rout forces Aussie millionaires off the rich list

The collective wealth of these rich individuals now amounts to $1.55 trillion, which is a slight dip from last year's $1.57 trillion.

Research