Managers of Wealth

SS&C GlobeOp Forward Redemption Indicator: July

"July's forward redemptions decreased by over 1%, but remain in line with historical averages," said Bill Stone , Chairman and Chief Executive Officer, SS&C Technologies.

China's rich are less likely to keep business in the family unlike Hong Kong’s wealthy

The relatively recent creation of wealth on the mainland and China’s one-child policy have resulted in wealthy mainland Chinese being less inclined to leave their businesses to their descendants, compared with business families in Hong Kong and othe

New Sustainable Investment Spotlight of Bank J. Safra Sarasin: Breakthrough in cancer therapy in sight

The first research achievements in the field of immunotherapy raise particularly high expectations.

Blackrock sees riskier outlook for major emerging markets

BlackRock has published its quarterly update of the BlackRock Sovereign Risk Index (BSRI) for the quarter ended June 30, 2014

Full compliance still some way off as AIFMD authorisation deadline arrives, according to new BNY Mellon survey

New research by BNY Mellon, a global leader in investment management and investment services, highlights a compliance shortfall among alternative investment funds on the eve of the deadline for Alternative Investment Fund Managers Directive authorisation

Coutts' Latest Global Markets Weekly

China’s latest dataset adds conviction to our overweight stance on Asia Pacific equity markets.

Thomson Reuters Wins Multiple Awards for Financial Markets Data Coverage and Technology Solutions

Thomson Reuters DataScope and Elektron Real Time recognized again by customers in Waters Rankings 2014

Bosses 'swore more frequently' during financial crisis

Swearing by chief executives peaked during the recession, research reveals

High Net Worth trends in South Africa 2014

New Financial Services market report from WealthInsight: "High Net Worth trends in South Africa 2014"

Asset Managers Post Strong Recovery From Crisis, With Record Assets and Near-Peak Profits

Global Assets Under Management Hit a Record $68.7 Trillion and Profits Surge to $93 Billion, Yet There Is Little Room for Complacency, Annual BCG Study Finds

More Than Half of High-Net Worth Missourians Engage in Some Form of Hobby Investing: BMO Private Bank Study

BMO Private Bank today released the results of a study on high-net worth Missourians and hobby investing.

Affluent choosing DFM services over advised models

Over 1,000 high net worth users of the website findawealthmanager.com were surveyed on a quarterly basis during the 18 months ending June.

1m British retirees are millionaires

The average value of property assets is up £10,000 to £210,000.

Recovery Amidst Risks of Continued Debt, Rising Interest Rates and Policy Gridlock in Emerging Markets

While long-term sentiments indicate restrained improvements, signs point to accelerating growth over the next few years

Ranking Risk in Emerging Market Countries

Your business has touch points all over the world, so it’s a good idea to know where risks are most likely to play out as your business expands.

UBS retains wealth management crown as assets rise 15 per cent

UBS did especially well because of its expanding emerging market client base, which accounted for a quarter of the £37bn of inflows it received last year.

Wealth-X’s Luxury Industry Sentiment Index Slides 14%

Survey Shows Experiential Marketing Through Events Remains A Key Tool For UHNW Engagement

Paraguay Wealth Report 2014

This report reviews the performance and asset allocations of HNWIs and Ultra HNWIs in Paraguay. It also includes an evaluation of the local wealth management market.

Rich pickings for private banks

Their fortunes are growing at one of the fastest paces in the world amid an economic renaissance spurred by government spending on civic works such as roads, airports and metros.

Wirehouses Face Unique Challenges in Adding More Investor Relationships

According to new research from global analytics firm Cerulli Associates, wirehouses face unique challenges in adding more investor relationships.

Research