Managers of Wealth

Business Travelers Happy with Travel Experience Despite 54% Having Travel Mishaps

New Business Traveler Sentiment Index Reveals Hotel Experience is a Major Driver of Overall Trip Satisfaction

UBS Investor Sentiment

Swiss investors are increasingly upbeat on the Swiss economy and markets, new UBS survey finds

Wealthy Shunning Financial Advice

A new report into the investing habits of high-net-worth individuals has found that the majority do not rely on financial advisers.

Switzerland Leads In Innovation-But China Is Catching Up

Bruno Lanvin, executive director of Global Indices at INSEAD, discusses the latest findings.

Majority of investors changed portfolios during 2018 market volatility

The global trend to chop and change investments after a shorter than recommended period, underlines that patience is not closely linked to either geographical attributes or the generation gap.

Family offices are set to pool investments to gain better exposure to private debt

A key development from this trend is that 52% of those family offices and wealth managers interviewed believe the private debt market is developing and offering a wider variety of investment opportunities for the sector.

Almost half of high income Canadians are not as wealthy as they thought they would be at this stage

High-income Canadians are optimistic they will meet their goals

Business jets market worth $36+ Billion by 2030

Asia Pacific is expected to be the fastest-growing region for business jets market during the forecast period

Treasure Island: Leak Reveals How Mauritius Siphons Tax From Poor Nations To Benefit Elites

Based on 200,000 files, Mauritius Leaks exposes a sophisticated system that diverts tax revenue from poor nations back to the coffers of Western corporations and African oligarchs.

Royal shock: The Queen knocked off global royal rich list by THESE billionaire monarchs

THE BRITISH ROYAL FAMILY may be known across the world but it is not the wealthiest monarchy. These are the billionaire royals who have knocked the Queen of the off the royal rich list.

SEI Study Uncovers the Impact of Advisor Biases on Client Outcomes

It's important for advisors to understand risk along two dimensions

How Wealth Managers Are Using Technology To Understand Their Clients Better

Almost half (45%) of wealth managers said that financial guidance from data analysis—and insights from the use of AI—will help them refine the advice they give to clients.

Who will write the wealth industry’s future: Big banks or robo advisors?

To be sure, Stein’s corner of the market has become crowded as even more firms add digital advice platforms.

Burgeoning family offices manage $5.9 trillion - Campden

The total estimated wealth of the families they work for stood at $9.4 trillion.

Changing attitudes about cyber security

Companies should embed a risk-based mindset across every level of their organization.

Alexander Navab, Businessman and Philanthropist, Passed Away, 53

From 1987 to 1989, he was with Goldman, Sachs & Co. where he worked in the Investment Banking Department

Burberry - a good start to the year

The shares moved 8.5% higher after the announcement.

A Generational Shift: Family Wealth Transfer Report 2019

A Generational Shift: Family Wealth Transfer Report 2019 provides unique intelligence to understand how current wealth patterns will evolve over the next decade.

Challenges facing family offices: what is holding you back?

Family offices are often managing assets that range from traditional equity to global markets to private equity to real estate holdings and fine art.

A Look Ahead: Luxury Marketing Trends for 2020

Furthermore, the world’s largest economy (U.S.) is also showing signs of slowing, and according to the Duke University/CFO Global Business Outlook survey, 48.1 percent of US CFOs predicts that the country will enter in recession before the 2020 pres

Research