Managers of Wealth

SS&C GlobeOp Forward Redemption Indicator: September Notifications 3.25%

The SS&C GlobeOp Forward Redemption Indicator for September 2014 measured 3.25%, down from 4.19% in August.

75pc of Chinese car owners plan to switch brands: BCG

China’s automobile market is entering a new pivotal phase in which the fortunes of both domestic and foreign automakers hinge on their ability to secure customer loyalty.

Glass half full or glass half empty by Guy Wagner, chief investment officer Banque de Luxembourg

How should we view the stock markets at the moment – optimistically (glass half full) or pessimistically (glass half empty)?

Singapore remains critical component in Asia-Pacific strategy: UBS

The Republic is one of the world's fastest growing wealth management centres, with about S$1.4 trillion worth of assets under management in 2013.

More People Buying Art as Investment

The findings of the Art & Finance Report 2014 show that the wealth management industry is taking a more strategic view on art as an asset class and how it might be used as a tool to build stronger and deeper relationships with clients, in an increasin

Significant proportion of UHNW's have property in London and Monaco

At £3.43 million, the average apartment price in Fontvielle (Monaco’s most expensive address) is higher than the equivalent in Knightsbridge at 3.27 million, but the price gap between Monaco and London has been closing

Myth Busting Family Businesses - KPMG

When most people think of a “family business”, their mind instantly turns to some version of a little corner shop, most likely run by a husband and wife. If not that, as there are famous examples of very successful family businesses, then most

The Time for Succession in U.S. Family Businesses is Now - KPMG

Parents wanting to pass on the torch, or even just increase their heirs’ investment in the family business have a few options to transfer stock to their children while mitigating transfer costs.

Go on, give it all away

“There are three sets of people. The first “I want to donate, I don’t have time”. The second “I want to give money and I know what purpose”

Too Much Liquidity Forcing Banks Into Wealth Management?

Dick Bove says too much liquidity in the financial system is forcing banks Into wealth management

Only 23 per cent of Singapore's wealthy plan to move: Poll

Singapore continues to be an attractive location for the well- heeled; only a fifth of wealthy individuals living in the city state plan to move abroad within the next five years

Guernsey sees jump in new funds despite NAV drop

Guernsey’s financial regulator approved over 40 new funds in the second quarter of 2014.

Banking Vs. Google, Apple and Amazon

he annual Temenos survey checked with 198 senior bankers, so it measures their perceptions of the marketplace.

Family Offices Globally Show Significant Similarities: Study

This report provides an analysis and evaluation of the current and prospective outlook of family offices around the world.

Population and Wealth of U.S. High Net Worth Individuals Reaches Record Levels

Twelve Cities Are Home to the Majority of U.S. HNWIs

Hurun's China wealth report 2014

The country has 1,090,000 millionaires and 67,000 super-rich

World’s Billionaire Club Expands By 7%

Wealth-X is pleased to partner with UBS for a second consecutive year to produce the Wealth-X and UBS Billionaire Census,” Wealth-X CEO Mykolas Rambus said.

Second Home Hotspots for the World's Multi-Millionaires

New York's multimillionaire second home buyers are primarily from the rest of the United States, but a large number, too, hail from the UK, Europe as well as the BRIC countries (Brazil, Russia, India, China).

Societe Generale Private Banking Ranked 2nd For The Quality And Accessibility Of Its Internet Site On Desktop And Mobiles

MyPrivateBanking Research also notes the quality of SGPB's Investment Strategy section

Dubai remains world's hottest property market

The pace of increase in property prices in Dubai has slowed, but compared to 53 other global cities they are still increasing at the fastest pace in the world