Managers of Wealth

BMO Private Bank Study: Affluent Americans Plan to Retire Young and Stay Active

The study found that a majority plan to retire young and stay active in their later years.

Scots are the biggest investors in the UK, study shows

People in Scotland typically invest £4, 980 per year – more than those living in London and the south-east of England

Wealth managers need to be 'service-oriented'

Rapidly advancing technology and sweeping regulatory changes are forcing wealth managers to adapt their service offerings, according to joint research by Deloitte and Efma.

China’s Mass Affluent to Have Double U.S. Counterparts’ Assets by 2020

In five years, China’s mass affluent will have double the assets of their U.S counterparts

New wealth builders as fastest growing segment of the global economy

New Wealth Builders today have $88 trillion in global assets

PwC Middle East family business survey shows need to 'professionalise' the family as well as the business

Succession is more hazardous than ever, with only 14% claiming to have a robust succession process, below the global average of 16%

New York, London, HK & Singapore top global financial centres index

All four centres gained points and retain their relative ranks in a biannual global financial centres index. New York remains the top centre, though by only one point on the 1,000 point scale. Tokyo, in fifth place, is 32 points behind the leaders.

What the rise of luxury toilet paper says about the economy

America has a new favorite way to flush money down the drain: luxury toilet paper.

How Millennials today compare with their grandparents 50 years ago

The past five decades – spanning from the time when the Silent generation (today, mostly in their 70s and 80s) was entering adulthood to the adulthood of today’s Millennials – have seen large shifts in U.S. society and culture.

Many rich people are DIY investors: Cerulli

Many high-net-worth investors use direct accounts to test their own investment ideas, provide liquidity, and even to shelter assets from their primary advisors

Hedge Fund Industry “Blind Spots” Persist

While 96% of investors indicate independent verification of cash processing is extremely or somewhat important

Africa to mint millionaires faster than rest of world over the next 10 years

Number of Ethiopians who earn more than $30m a year to double to 2,600 by 2024

Lifestyle and increased disposable income set to drive global real estate investment among UAE's wealthy

New research highlights drivers of demand and impact of global economics on property markets

What Affluent Investors Know About Wealth Management

Whatever “wealth management services’’ might mean to a wealthy investor, most of them believe they know what they are but less than half of them actually receive those services.

Ultra High Net Worth Investment Trends

Ultra High Net Worth investors put great stock in their financial knowledge and investment acumen.

Gold price set to soar in 'Asian century'

The liberalisation of Asia's financial system and the growing wealth of its populations are expected to boost demand for gold and push the price of the key commodity over $US2400 an ounce by 2030

GCC significant repository of capital

The UAE’s share of the GCC’s wealth has increased from 24 percent to 30 percent from 2009 to 2013.

Wealth intelligence company reveals richest F1 drivers

Schumacher’s wealth represents 43% of the combined net worth of all 10 men on the list, four of whom have retired from the sport.

SA’s black millionaires coining it

South Africa continues to see a steep rise in the numbers of previously disadvantaged dollar-millionaires who now make up 31% of the country’s High-Net-Worth Individuals

Only a Third of Investment Organizations Have Advanced Data Infrastructure in Place Despite - State Street

A new global survey commissioned by State Street of 400 senior executives at investment organizations reveals that while 81 percent view data and analytics as one of their top strategic priorities, only 37 percent have advanced data infrastructure, exper

Research