Managers of Wealth

More Chinese at helm of international organisations

Trend underscores growing influence of China in traditionally Western institutions

End the era of tax havens, says Oxfam

An Economy for the 1%

Customer Engagement with American Affluents Achieved through Loyalty Program Design

Loyalty programs can serve as an incredibly effective method of customer retention, and engaging high-value consumers creates a significant impact on profitability.

China's Millionaires Prefer Apple and Chanel As Luxury Gift Spending Rebound

This increase marks the beginning of a rebound from a two-year decline totaling 30 percent that was reported in last year’s survey.

Revealed: The World's 50 Richest Arabs 2016

The total wealth of the 50 individuals and families we have ranked as the Arab world’s richest has fallen by 9 percent over the course of the last year — and virtually no-one remains unscathed.

Wealth-X and WSJ recount hedge fund history for “Billions”

Although the feature serves as an advertisement for the upcoming show “Billions,” the content will give consumers a closer look at America’s wealth and wealthy.

HSBC fights to stop money-laundering report going public

The bank is arguing in US courts that it could be left vulnerable to money laundering if the report is published.

Asia: Five financial hiring trends for 2016

Corporate and transactionkk banking jobs across Asia Pacific, as well as investment banking jobs in south-east Asia, were among areas that came under the knife.

Wealthy Investors Unlikely to Share Advisors

The survey found that 48 percent of affluent investors who refer other investors to their advisor only do so “sometimes.

Emerging Markets: the optimistic view

A combination of Fed tightening and cheap emerging markets valuations historically sets up good emerging markets performance and we certainly hope that this will be the case in 2016

Just 8% of advisers would launch lower wealth solution

56% say a suite of kite marked products needs to be developed for these consumers.

Moody's gives thumbs up to UBS, thumbs down to Credit Suisse

The Zurich-based bank wants to focus more on private banking and wealth management in emerging markets while shrinking its investment bank

U.S. Economy: A Money Laundering Operation?

America is emerging as safe haven for the world’s super-rich and their money – honest and ill-gotten alike.

UK home to maximum number of multi-millionaires in Europe

The UK is now the most preferred home of the super-rich in Europe.

How to protect your wealth from volatility

2016 has continued where 2015 left off – with extremely volatile markets.

BNP Paribas Wealth Management report: super league in-depth analysis made available by top research firm

It offers insight into the company’s strategy, financial results, and marketing activities.

SEC Administrative Proceedings Increase as Constitutional Challenges Continue

New report draws on recently launched Securities Enforcement Empirical Database (SEED)

Rise in global wealth of top 1 per cent is harmful to the wellbeing of remaining 99 per cent, shows new research from Oxford Profess

New research by Professor at Said Business School, University of Oxford, identifies worrying relationship between the rise in wealth of top 1 per cent and issues of public health and productivity

Transparency is Differentiator When HNW Investors Seek New Advisor

These findings and more are from the January 2016 issue of The Cerulli Edge - U.S. Edition, which examines how wealth managers should address affluent households concerns, multi-family offices and their positioning to win the battle for wealthy clients, a

Climate change means more fear, less fun for global middle class: UBS

In those top-risk cities, the middle class spent between 0.6 and 0.8 percent more on housing compared to the national average, and less on luxuries, entertainment and durable goods.

Research