Managers of Wealth

2014 China Wealth Market Report: HNWIs and Wealth Management 2018 Forecasts for China

This report reviews the performance and asset allocations of HNWIs and ultra-HNWIs in China.

The World’s Most Reputable Cities 2014

At the bottom of the list, not surprisingly: Karachi, Cairo, Bogota, Tehran and Baghdad, in last place.

New York Boosts Lead on London as Leading Finance Center

New York went into the lead last year, when 49 percent named it as the preeminent financial center and 44 percent said London.

Advisor Client Rating

When looking at Ultra High Net Worth investors with a net worth between $5 million and $25 million, 83 percent of all investors approve of their advisor’s responsiveness to requests, but only 66 percent of investors under the age of 55 approve.

The Dangers of Euphoria in Real Estate Investments

The possibility of a repeat of the collapse of 2008-2009 is inconceivable to investment advisors and their wealthy clients.

Wealth-X Reveals: How Many Ultra Rich Individuals Are In Each US State?

There are 13,445 ultra high net worth (UHNW) individuals – defined as those with US$30 million and above in net assets – based in California.

Jersey’s AA+ Credit Rating Reaffirmed

The credit rating was first assigned in November 2013 and the rating process is repeated annually with an update every six months.

Paying Taxes 2015: The global picture

he study investigates and compares tax regimes across 189 economies worldwide using a case study company, and ranks them according to the ease of paying taxes.

'Wealth patterns among the top 5% of African-Americans' - Credit Suisse Research

For high-income white American families, 73% remained in the high income segment and only 1% fell into the low income segment. This analysis is a new analysis of the 1984-2009 data.

Money Rolls in for the Money Managers

This year is on pace to see a further increase.

Women Not Choosing Their Household Investments

This may have something to do with the fact that more than two-thirds of these affluent women were never taught how to invest in the stock market.

Prolonged Global and U.S. Economic Expansion Expected, Says BNY Mellon's Richard Hoey

Despite sluggish economic growth in recent years, BNY Mellon's 2015 Outlook is for a prolonged global and U.S. economic expansion

Ethnic Investors and their Advisors

Affluent investors, regardless of ethnic background, are generally confident in their financial knowledge and investment acumen.

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