Managers of Wealth

When The Super-Talented And The Super-Rich Are Super-Stupid

The Ultra-Wealthy Almost Always Make Bad Situations Worse When They “Duck And Cover”

Switzerland remains largest offshore financial centre

A huge global pressure to break secrecy veils of Swiss banks notwithstanding, Switzerland remains the world's largest offshore financial centre with client assets totalling over USD two trillion, a new study said today.

Advisor Communication with the Mass Affluent Investor

A majority of affluent investors expect return communication from their advisors within hours of delivering the message, either by phone or by email, according to Spectrem’s quarterly report on wealthy investors and their relationship with advisors.

Market Conditions Impact Affluent Investment Plans Most

Considering market volatility in the past month, it is not surprising that the highest percentage of Affluent investors surveyed in October by Spectrem Group report that “Stock Market Conditions” is the primary factor affecting their current i

Most Millionaires Say They Are Concerned About Income Inequality

The survey, from PNC Wealth Management, found that 64 percent of millionaires are "concerned" about economic inequality in America, and about half of those millionaires are "extremely concerned."

The Richest Woman In Each Region Of The World

Collectively, the women on the Wealth-X list control US$114.6 billion of personal wealth.

Ultra high net worth individuals want to work with real estate agents of their own caliber

Stellar lineup at Luxury Connect reveals best practices of industry's crème de la crème

UBS Executive Believes 'Digitalization Is One of the Threats to the Financial Services Industry'

Swiss Bank UBS CIO Oliver Bussmann settled a system of internal working groups devoted to working on innovative technology projects and puts the blockchain as top priority.

Surge in Confidence Among World’s Largest Institutional Investors - RESEARCH

The Pyramis survey identifies regional differences across such topics as: expectations for market volatility, perspectives on alternatives, investment objectives and investment opportunities.

Institutional investors reveal their intentions for 2015 and beyond

When it came to likely shifts in asset allocation, alternatives again proved to be in favour

73% Of Americans Abroad Consider Giving up Passport Due To FATCA

16 per cent said they would not consider relinquishing their U.S. citizenship and 11 per cent did not know.

Cocaine and its effect on the economic crisis

Curiously, the office of the scammer “Bernie” Madoff was reportedly nicknamed “the North Pole” in reference to gargantuan amounts of “snow” that one could find there.

BNY Mellon's Jim McEleney named in Top 100 list of most inspiring LGBT business role models

Jim McEleney, chief operating officer for Europe, Middle East and Africa at BNY Mellon, a global leader in investment management and investment services, has been named in a list of the Top 100 LGBT business role models.

UK’s HNWI wealth is expected to reach US$3.4 trillion by 2018, Finds New Market Research Report

There were 675,139 HNWIs in the UK in 2013. These HNWIs held US$2.5 trillion in wealth, and wealth per HNWI was US$3,769,324.

State Street's Profit Beats Street Views

Third-quarter 2014 operating-basis1 EPS was $1.35, up 13.4 percent, on strong revenue of $2.7 billion, up 8.5 percent compared to the third quarter of 2013

Candy brothers, Deutsche Bank, Savills launch UHNW real estate report

It finds Bermuda as number one in the list of the world’s top 20 islands for this investor group.

Industry Research Awards Eight Financial Services Firms for Digital Marketing and Media Excellence in 2014

Among Wealth Management firms, Bank of America Merrill Lynch received the award for overall Digital Marketing Leadership 2014; Fidelity Investments was recognized as the Digital Marketing Innovator of the Year 2014; Northern Trust received the award for M

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