Managers of Wealth

Chinese overseas property investments top US$5.4bn

Chinese investments on overseas private property projects reached US$1.5 billion over the first half of this year, increasing 84% from the same period last year

Millionaires Donate Higher Percentage of Income

The research says that the average Dutch person, no matter their income, gives around €200 per year,

A turning tide of trust in financial services?

In our latest biannual survey of over 17,000 consumers worldwide, we found that over one in three UK consumers now feel content with the services they are getting from the banks, up from just 21% last year. It’s a significant leap, even though there

Appleby: Offshore Deals Continue To Rise

The combined value of deals across offshore jurisdictions in the second quarter of 2014 jumped 23% over the previous one, making it one of the highest value quarters of the past decade, according to a report released today [Sept 11] by Appleby.

African CEOs optimistic about growth despite challenges on the continent - PwC report

‘The Agenda’ compiles results from 260 CEOs in Africa and includes insights from business and public sector leaders from 18 countries

Size Matters

Global asset managers: the bigger, the better

Family Business Looking For External Investment - KPMG

More than half of family-owned businesses are actively seeking new investment to fund growth plans, according to new research.

High-Net-Worth Investors Maintain Bullish Outlook on Economy, Portfolios

Investors are even more bullish on the prospects for their own investment portfolios. Fully 90% foresee their investments performing the same or better a year from now.

Strategies of high net worth Canadians

A recent survey of high net worth Canadians (those with investable assets of $500,000 or more) by Investors Group reveals that having a mortgage may be a deliberate investment strategy.

The World’s Most Expensive Superyachts And The Billionaires Who Own Them

With the Monaco Yacht Show taking place at the end of September, Wealth-X today released a top 10 list of the world’s most expensive superyachts and the names of the billionaires who own them.

Managing Digital Consumer Influence in Luxury - INSEAD

The democratisation of the Internet has led to the emergence of influencers who sometimes have more followers, reach and influence than brands themselves.

Getting the client onboarding process right by Ian Hallam, CEO, 3i Infotech

Wealth managers must also bear in mind the FCA requirements applicable to firms providing investment advisory and discretionary portfolio management services, when such firms are assessing the suitability of the advice they give to clients.

Fund groups may face 5% profit hit

Analysts at Numis have predicted that asset management companies could face at least a 5 per cent hit on profits from proposed European regulation on research.

$5 Trillion Held at Private Banks and Trust Organizations is Addressable by Asset Managers

"Banks continue to open their platforms," states Donnie Ethier, associate director at Cerulli.

Ultra-Wealthy Inheritors Inherit More Than Money

Money isn’t the only thing passed down ultra-wealthy inheritors (net worth = US$100 million or more). They like everyone else learn a lot from their elders.

Millionaires, High-Net-Worth, Ultra-High-Net-Worth - RESEARCH

This new study, Millionaire Market Monitor, will deliver totally new and powerful insights to marketers that target the truly wealthy.

The international edge

Players such as Crédit Agricole have an advantage in Beirut

The Global Competitiveness Report 2014-2015

Each year the WEF, best known for its annual Davos economic meeting, benchmarks countries against 12 factors, including infrastructure, education and training, labor market efficiency, technological readiness and innovation.

Top pension fund assets hit $15 trillion

Total assets of the world’s largest 300 pension funds grew by over 6% in 2013 to reach a new high of almost US$15 trillion.

August 2014 Private Client Indices and ARC Charity Indices Estimates Now Available

To gain access to the Estimates, which cover the month from 1st August to 31st August 2014, please click below

Research