Managers of Wealth

The Asian Investor

Financial advisors often need to tailor their advice based on the investor’s age, gender, wealth level, and occupation and advisor dependency.

Hedge fund exit requests rise to 11-month high in November - SS&C GlobeOp Forward Redemption Indicator

The SS&C GlobeOp Forward Redemption Indicator for November 2014 measured 5.05%, up from 3.12% in October.

Digital Disruption in Wealth Management

Why established firms should pay attention to emerging digital business models for retail investors

Risk, Culture, and Talent in Global Financial Services

Review. Reinforce. Reframe. Refine.

Overall Tax Cost and Compliance Burden Lower for Businesses Around the World - PwC

Paying taxes has become easier over the past year for medium-sized companies around the world, the latest report from the World Bank Group and PwC finds.

Welcome to Citywire Wealth Manager's Top 100 2014

It is no coincidence that we have opted to publish this list at a time when a large portion of the industry is centralising investment processes

Risk Appetite Lifts as Growth Expectations Pick Up - BofA Merrill Lynch

Nine-year High in Global Sentiment Towards Japanese Equities

Bucking a trend for private banks

The Swiss private bank and ABN Amro subsidiary are both adding fund houses to their platforms, but following different approaches for doing so.

It’s not wealthy Russians of Middle Eastern buyers who have bought the most prime central London property over the last few years

Independent property buying agency, Black Brick says Africans are involved in getting on for half of prime central London property sales since January 2007.

Private net wealth in Lebanon at $91B, 11th highest in MENA

The total net wealth of the Lebanese was estimated at $91.1 billion at the end of June of this year, an increase of only 0.4 percent compared to the same period of 2013, according to Global investment bank Credit Suisse.

Rich hoard cash as their wealth hits record high

The Wealth-X and UBS World Ultra Wealth Report 2014, released today, shows that 12,040 new ultra high net worth (UHNW) individuals were minted this year, pushing the global UHNW population to a record 211,275, a 6% increase from 2013.

2014 Set To Be Peak Year For Offshore Dealmaking - Appleby

The latest edition of Offshore-i, an Appleby report that provides data and insight on merger and acquisition activity in the major offshore financial centres, focuses on transactions announced during the third quarter of 2014.

Xi puts the willies up China's super-wealthy

Chinese president Xi Jinping’s crackdown on corruption and excess is clearly worrying the country’s wealthy, especially if the latest Wealth-X and UBS report is anything to go by.

Study Shows MFOs on the Rise

The fastest growing high-net-worth channel

Five ways to manage Millennials in the workplace - Grant Thornton

As unbelievable as it sounds, we will soon be faced with the prospect of five generations in the workplace at the same time.

Guernsey Banking Deposits Grow In Q3

The value of deposits held by banks in Guernsey grew by £3.5 billion (4.5%) during the third quarter of the year.

Best Swiss hedge funds announced - Opalesque

The Swiss Alternative Funds Awards recognises outstanding performance and excellence in four categories for single hedge funds and multi-manager funds relevant to Swiss investors.

Which offshore financial centre is the best?

The traditional use of offshore centres as a way of enabling better tax planning and even tax evasion has all but fallen away.

US Luxury Home Sales Surge as Wealthy Investors Cash in on Property

Sales of multi-million dollar homes have surged across the US as wealthy investors hope on cashing in on the bullish upscale property market of the country.

Cerulli Estimates Multi-Family Office Channel Controls More Than $700 Billion

"We estimate that the multi-family office channel is comprised of more than 200 firms that control more than $700 billion," states Donnie Ethier, associate director at Cerulli.

Research