Managers of Wealth

Reluctance to spend big at home is the reason

Fortune Character Institute's 2014 China Luxury Report found that 76 percent of Chinese luxury consumption occurred overseas last year

Where the Wealthy Invest Their Funds

Alternatives are making headway in the portfolios of wealthy investors

Surge In New Impact Investing Funds, Study Says

Private equity/venture capital funds have proven especially attractive to investors, and have driven the growth of impact investing funds., according to the study.

Emirates Investment Bank publishes its second GCC Wealth Insight Report

GCC HNWIs are more optimistic on the prospects for the Gulf economies than global markets Significant uptick in the proportion of HNWIs who prefer to keep their assets closer to home than to invest them globally

Robo Doubt: IMCA Members Skeptical On Rise Of Financial Technology

They also don’t agree that technology is the way to reach future investors.

Majority of expats are sending money abroad, survey finds

The National’s survey questioning expatriates on remittance, among other financial habits, found 86 per cent of employed expats transfer money to their home country.

Financial Services Industry Falls Short in Serving Women Investors - Pershing

Advisors must understand that women invest with a purpose in mind in order to effectively serve them

Are Today's Emerging Affluent Investors Millionaires in the Making? - Fidelity

The 7th Fidelity® Millionaire Outlook Finds the Emerging Affluent Have the Potential to Exceed the Wealth of Today’s Millionaires, Based on 6 Wealth-Building Factors

Sales strategies: Three reasons digital marketing doesn't work

This is not what you’d expect from someone who leads a digital marketing firm, but it’s true, and the “truth will set you free”

Nearly 30% of U.S. HNW Investors Define Themselves As Self-Directed Investors

The report focuses on the three constituencies of investors, providers, and asset managers.

Dubai still favoured by ultra-rich as city to be in

London and New York top rankings of most important city while Dubai is in eighth

China Loses Millionaires as Wealthiest Tempted Overseas

They also make the most applications for high-net-worth visas in the U.K. and the U.S.

Private Client Marketplace Analysis

Switzerland remains a leading offshore centre for private wealth holding 26 per cent of all global offshore assets in 2013.

China to overtake Germany, Britain in having more super rich people

China will overtake Germany and Britain as the country with the third-largest population of “ultra-high net worth individuals” – people with assets of more than US$30 million – by 2024

Biggest Twin Cities wealth management firms

The 50 biggest metro-area wealth management firms collectively managed nearly $1 trillion, an 11 percent increase over the Business Journal's ranking last year.

Number of ultra-rich swells to almost 173,000

The world gained an extra 5,300 UHNWIs last year and, as with other people worth $30m or more, they like property and luxury items in a big way

Private jets in emerging markets ‘fastest growing’

This year’s Wealth Report produced by Knight Frank confirms that 60 per cent of private flights start and end in the US. Europe is the second largest market accounting for 25 per cent of all flights

Singapore to challenge London in the eyes of the Super Rich

Whilst the UK's Capital will remain the single biggest centre for global Ultra High Net Worth Individuals (UHNWIs) - those with $30m in assets or more - Singapore's rapid growth is set to challenge the city's dominance over the next decade.

The role of life assurance for the wealth community by Scorpio Partnership

Wealth professionals interviewed also indicated significant institutional benefits to life assurance products.

New York To Hong Kong: Cities With The Most Billionaires In 2015

More than a third of the 1,826 billionaires on Forbes’ list this year live in 20 major metropolises around the world.

Research