Managers of Wealth

Gap Exists between What Advisors Say and What Resonates with Investors - Pershing

Successful Advisor Propositions Answer the Question, 'Why Should I Choose You?'

French 2014 grape harvest is 'good'

Relatively cool nights and average daytime temperatures during the summer have contributed to the improved harvest

The Outlook for the Wine Investment Market in 2014

Cult Wines Ltd is a family run business with more than fifteen years of Fine Wine experience.

SS&C GlobeOp Forward Redemption Indicator: August notifications 4.19%

SS&C GlobeOp’s data on the GlobeOp platform represents approximately 10% of the hedge fund industry. Below the announcement you will see some historic peaks/lows with regards to the Index.

Most Japanese HNWIs actively investing, survey finds

The survey found Japanese HNWIs with global portfolios have a more positive outlook on their returns

Technology innovation a priority for wealth managers

The study is based on responses from 129 wealth and trust company executives from North American community banks, regional trust banks, large global banks, family offices, and registered investment advisors.

AIMA publishes ‘The Case for Hedge Funds’

The 28-page booklet summarises the themes that AIMA has explored since 2008 as it sought to demonstrate the value of the world’s hedge fund industry to investors, financial markets and the broader economy.

The Costs of a Wealthy Lifestyle

Home| The-Costs-of-A-Wealthy-Lifestyle More Sharing ServicesShare | Share on print Share on email Share on twitter Share on facebook Share on digg The Costs of a Wealthy Lifestyle The cost of living a wealthy lifestyle includes paying for util

American Banker Research Shows More Banks Likely to Offer Wealth Management

SourceMedia and its flagship brand American Banker have published "Making Wealth Management Work," a new research report that explores the acceleration of banks' interest and activity in the business of wealth management.

Canadian AM's and Institutional Funds Broadening Their Use of ETFs

Institutional investors across Canada are broadening the ways they use exchange traded funds and embracing more strategic applications for ETFs in their investment portfolios, according to a recent Greenwich Associates study.

Standard Bank report confirms strong growth in Africa’s rising middle class – and even faster future growth

Africa has experienced substantial growth in its middle class over the past 14 years, according to a study by Standard Bank

Regulations and market growth drive wealth managers towards outsourcing bonanza

Wealth Managers are embracing a breadth and depth of third party services not seen in other markets.

How to prepare for Asia’s digital-banking boom by Joe Chen, Vinayak HV, and Kenny Lam, McKinsey

A generation of digital-banking customers is rising across Asia. They will want full digital access to the latest offerings and a more personalized set of products and services.

Convergent Wealth Advisors Shines as Luxury Wealth Manager

The Luxury Institute has announced Convergent Wealth Advisors as third out of 39 leading national wealth management companies and private wealth managers in their 2014 LBSI Wealth Management Survey.

China’s Savers Put Record $2.1 Trillion in Wealth Products

Chinese households increased the amount of savings diverted into wealth-management products to a record 12.7 trillion yuan as the government tries to manage risks from an explosion in shadow banking.

SS&C GlobeOp Hedge Fund Performance Index down 0.37 per cent in July

The gross return of the SS&C GlobeOp Hedge Fund Performance Index for July 2014 measured -0.37%.

Nearly half of firms get 50% or more income from fees - FundsNetwork

Nearly half of advisers already have the majority of their recurring revenue coming from fees, according to a FundsNetwork survey

Top Five Indian Big Business Tycoons Control Nearly Half Of Country's Billionaire Wealth

All five entrepreneurs on the Wealth-X list made their fortunes through their businesses in sectors such as oil and gas, steel and pharmaceuticals.

Fund managers are finally getting spooked by rising geopolitical tensions

Just 44pc of investors said that they were overweight equities, down from 61pc just a month ago

High Net Worth Wealth Management Providers

Almost 20 percent of ultra high net worth investors get their wealth management services from a bank.