Managers of Wealth

Westpac leads on wealth cross-sell

Westpac leads the other big four banks when it comes to cross selling wealth management products

Investment Strategy for 2014 by Guy Wagner, chief investment officer, Banque de Luxembourg

The core aspects of our investment strategy for 2014 have seen little change in the first few months of the year.

Our Risk Outlook 2014 - FCA

View our video to find out more about how we assess risk and why.

London named billionaire capital of Europe

London has been named the billionaire capital of western Europe, boasting a higher number of “ultra-high net worth individuals” than Paris and tax haven Geneva combined.

Economics - No pain no gain for eurozone banks - Couuts

Financial fragmentation remains a problem in the eurozone – Spanish businesses face borrowing costs close to 5% while French counterparts can borrow at 2%.

Where are the world’s millionaires going?

New analysis from wealth consultancy New World Wealth has tracked where the world's wealthiest people have been moving over the past 10 years.

Investment managers behind the curve on FATCA prep, says SEI

Many investment managers are still coming to grips with the related operational, staffing, and budgetary requirements of the Foreign Account Tax Compliance Act (FATCA), according to a paper by SEI.

Global Markets Overview - March 2014 - Towers Watson

No discernible overall trend in global asset markets.

Young, wealthy clients still prefer the human touch over digital technologies

While wealth managers may be the foundation of the customerexperience for the world's up-and-coming wealthy, digital solutionsplay an increasingly important role in the wealthy's interaction withwealth managers, says a new study released today b

Investors, be aware of disruptive technologies and ‘mega trends’, says RBC Wealth Management

Investors should take greater consideration of the impact of disruptive trends and technologies such as 3D printing and global water stress issues on their portfolios, according to RBC Wealth Management.

Salespeople in Asia Clinch Greater Proportion of Pay from Net Sales than US Peers

Customer relationship management (CRM) systems are one of the ways to measure sales, according to a survey of US, European, and Asian asset managers-and compensation based on sales varies significantly from one region to the next

UK's largest hedge funds manage 82% of assets

This illustrates how important this $2.6 trillion industry is to the UK

'Caged Tiger: The Transformation of the Asian Financial System' - RESEARCH

ANZ report predicts Asian financial system to dominate international markets by 2030

The Web at 25 - Rothschild Wealth Management

The impact of the internet on business and the investing landscape - and the perils of forecasting

Positive outlook for RE and PE at Jersey conference

Funds professionals are anticipating particular growth in the real estate and private equity asset classes, according to the results of a poll held at the Jersey Finance Annual London Funds Conference.

Changing times for the UK Non-Domiciled Art Collector

Roundtable hosted by Sotheby's and Stonehage

Financial markets IT spending to hit $100bn as credit crunch nears end

There is a consensus across the capital markets, corporate banking and asset management that tech spending will grow between now and 2018, with overall financial markets spending exceeding US$100bn in 2018.

2014 10 Technology Trends for Business -PwC

As companies strive to bolster competitive advantage in a complex global environment, savvy business leaders are leveraging technology to accomplish their goals.

HNW NRIs: lucrative but competitive

Its large size makes the high net worth non-resident Indian market an attractive target,

Investors Moving Toward a "Risk-off" Position Amid Geopolitical Unrest - BofA Merrill Lynch

Global investors are moving toward a "risk off" stance, taking on greater protection as the prospect of geopolitical instability grows, according to the BofA Merrill Lynch Fund Manager Survey for March.

Research