Managers of Wealth

ARC Charity Indices Results & Commentary

"I may not have gone where I intended to go, but I think I have ended up where I needed to be" - Douglas Adams, The Long Dark Tea-Time of the Soul

World wine market forecast

This report by Coface analyzes the dominant market trends in the global wine sector

Should global investors be quite so concerned about China? - Craig Botham

Craig argues that weakness in the equity markets does not point to weakness in the broader economy, and that the main risk that China poses to the world is related to its currency:

Time to quit Wall Street for a job in the Caribbean? South America?

Want a job in the Caribbean or somewhere else with a warm climate?

SEI Study Examines the Changing Fee Model Through the Eyes of Advisors and Investors Marketwired

Gaps in the Fees Conversation Inhibit Demonstration of Advisory Value

Inequality in Switzerland

They also show the leveling effect of government redistribution.

Mongolian HNWs Fastest Rising In Asia Pacific; Sri Lanka, Vietnam, Predicted To Grow Next

The report, tracking the years 2000-2105, finds APAC HNWI numbers have risen 115% in the 15 year-research period.

Advisers say volatility in China is one of their biggest challenges in 2016

Almost half 45% of advisers are concerned about Chinese growth slowing and associated downward pressure on markets

Over 50s are worth billions, according to new report

This is equivalent to £6.2 trillion, and makes the money management of the over 50s critical to the economy as a whole.

Keeping capital flows orderly

The current policy environment has moved multilateral co-operation, openness and transparency to the top of the capital flow policy agenda.

Wealth management expert says 2016 will be a lack luster year

Carl Carlson and Kiley talked about the importance of saving early and often for your retirement and the volatility of the stock market early on.

2016 trends shaping capital markets and Alternative Investments

Ever-evolving regulatory landscape, Big Data challenges and adapting cloud solutions continue to shape priorities for financial services companies

Strong long-term outlook for employment and profitability in Jersey’s finance industry

Business activity was also strongly positive, up 31% on the previous quarter and returning to a level similar to that seen during the first six months of last year.

Swiss-US tax evasion saga: where are we now?

The Swiss Bank Program was agreed in August, 2013, following intense diplomatic negotiations between the two countries.

Apple Watch beats Rolex in luxury brands ranking

A study, conducted by analytics firm NetBase, using social media sentiment from more than 700 million posts between 2014 and 2015, found that the Apple Watch placed 13th on the list of luxury brands, with Rolex placing 14th.

Institutional Investors Warn of Increasing Correlations, Finds Natixis survey

Most (95%) institutional investors are to some extent incorporating ESG strategies.

Private Equity And Hedge Funds Saw Global AUM Hit $7.4 Trillion

Private equity funds distributed a record US$475 billion back to investors in 2014, and returned a further US$189 billion in the first half of 2015.

J.P. Morgan’s Jamie Dimon joins the ex-billionaires club

Globally, 145 people, or 8% of all billionaires, over the past eight months have fallen from the 10-figure level.

What Drives Investment to Hong Kong?

The New Territories comprise approximately 90 percent of the land surface area of Hong Kong and consist of a portion of the Chinese mainland.

UBS WM launches UHNW Academy in Asia Pacific

UBS Wealth Management is targeting its senior ultra-high-net-worth advisers with the launch of the investment bank's UHNW Academy in Asia Pacific, as part of the training programme's global roll-out.

Research