Managers of Wealth

MFOs and Wirehouses Most Efficiently Adapting to HNW Trends

Multi-family offices and wirehouses are the most efficient when adapting to high-net-worth trends, according to new research from global analytics firm Cerulli Associates.

Commodity slide - St. James's Place

At the time of writing, after falling in early trading, France’s CAC 40 index was showing the resilience and resolve that can be the only response to the horrific attacks by terrorists in Paris on Friday night.

UAE investors bought properties worth $4.54 billion across globe in H1 2015

Private offices, HNWIs are prime buyers of overseas property

Super-rich are super-generous with their £1m-plus donations

The latest edition of the Coutts Million Pound Donors Report, produced in association with the Centre for Philanthropy at the University of Kent, shows the highest number of seven-figure donations recorded since 2008.

Future of fund market lies in individuals and technology

The report warned that individual investors are “much more difficult, and therefore more expensive, to reach”.

Hedge fund diversification highlighted by AIMA, CAIA Association report

The research is based on a “cluster” analysis of the risk and return characteristics of the main hedge fund investment strategies

Coutts International Million Dollar Donors Report captures 1,831 donations

Donations to universities and higher education institutions are commonplace because of their ability to absorb large amounts and the wide appeal they have for major donors.

Forrester Report-The State of Mobile Banking, 2015

Mobile banking continues to gather momentum across developed countries, fueled by rising smartphone use and the steadily improving supply of mobile banking from banks worldwide.

Barings sheds light on emerging market appetite

The same number favoured emerging European markets such as Poland.

Fine wine outperforms stocks, gold and property, according to new report

Wine has appreciated at double the rate of the second-best asset class, says Vin-X Wine Investment

Family friction perceived as biggest wealth management obstacle: report

Working through financial decisions in isolation or failing to communicate effectively can disintegrate a family’s wealth far more quickly than it was accrued.

The key long-term battles facing asset management firms

Annualised organic growth in the global asset management industry has been tipped to shrink below 2% by 2020.

Minneapolis-based Abbot Downing ranks among world's richest family offices

More than one-third of Abbot Downing's 280 employees are based in Minneapolis.

Real News – Family connections

Commercial Real Estate can favorably impact an investors return given certain provisions in the IRS code, such as depreciation.

2016 Tesla Model X: You Can Save $25,000

The 2016 Tesla Model X has been revealed and this is an electric crossover that is one of the most talked about vehicles.

Norway's Wealth Problem: How Do You QE Without Government Debt?

Norway is just too rich for quantitative easing.

The Dangers Of 'Window Dressing' When Raising The Bar On Corporate Ethics

In Britain, while there is far greater awareness now than there was a decade ago among employees of all the elements of a formal ethics program, including training on standards of conduct,

Pershing Study Highlights Investor Demand for Financial Advice Tailored to Specific Life Events

The survey found that 76% of wealthy clients now conduct their financial affairs fully or mostly online.

SS&C GlobeOp Hedge Fund Performance Index

The SS&C GlobeOp Hedge Fund Performance Index is an asset-weighted, independent monthly window on hedge fund performance.

UK leads on anti-corruption push, U.S. and China lag, campaigners say

Governments and campaign groups are concerned about company ownership transparency because webs of companies in secretive locations are important vehicles for money laundering.

Research