Managers of Wealth

Whitepaper: Turning Heirs into Clients

Our newest white paper, Turn Heirs Into Clients, spells out a number of practical steps advisors can take well before the wealth transfer occurs.

The 2019 Gold Rush

This year, the Centennial State has experienced a boom in panning for gold.

Swiss financial sector shines in international survey

The Swiss financial sector had a rough year in 2018, with scandals rocking the Raiffeisen bank and the state-owned PostBus company, known for its alpine network of distinctive yellow buses.

Opportunities Offshore

These include the spectre of Britain crashing out of Europe without a deal, and the ongoing trade war between the U.S. and China.

New tax data reveals Australians hold $100bn in offshore accounts

More than 1.6m accounts identified in data shared with Australian authorities by 65 countries including tax havens

Vineyards – could they be the diversification for you?

New research shows that more of the UK than previously thought could be suitable for growing grapes

Indians becoming billionaires at fastest pace in the world, but there is a catch

While India is among the fastest-growing economies of the world, it is one of the world leaders in income disparity as well.

Luxury real estate prices slowly edge forward: Knight Frank

The Prime Global Cities Index, which tracks the movement in luxury residential prices across 46 cities, increased by 1.4% in the year to June 2019, up marginally from 1.3% in March 2019 but still significantly lower than its four-year average of 3.8%.

The Asian country leading the way for women fund managers

Which Asian country has the highest proportion of women fund managers and why are inclusion rates so much higher in the region?

Sanlam UK’s Income Study

The study, which has been running for more than 30 years, is a quantitative assessment that reviews and monitors the performance of all UK equity income funds over a six-month period.

Why 2019 is a Crucial Year for Wealth Management

What emerges from this year’s World Wealth Report, published on July 9, is clearly the picture of a fertile ground for an accelerated innovation process, that requires two other dimensions to be disrupted: Strategy and Management Culture.

Report names and shames dire performing ‘dog’ investment funds holding £32.6 BILLION of savings

The report covers stock market investment funds such as unit trusts and open-ended investment companies, which are widely held in private investors’ Individual Savings Accounts and pensions.

HNW investors positive about digital but worried by security

Morgan Stanley also leverages its technology partners to create a more secure, efficient and collaborative environment for conducting business.

HNW Breadwinners Apparently Breaking Gender Stereotypes

HNW men, meanwhile, were twice as likely to identify themselves as a “conservative investor” – at 31%, as opposed to 14% of women.

Research: Clients See the Benefits of Digital Technology as Cyber Concerns Persist

The Investor Pulse Poll surveyed approximately 1,100 U.S. households with at least $100,000 in investible assets

Where do the super-rich fly to in private jets? First stop, the Bahamas

Flights in private planes to island destinations rose nearly 10% in 2018, says a report by Knight Frank and Wing X

Funding non-profits without strings, do unicorns exist?

Getting money for good things that people say they want and that really help is much more difficult than anyone could imagine.

Coutts London Prime Property Index - Prices are edging up, but don’t get excited

“Fewer properties on offer means that competition can be intense among buyers for desirable properties when they come up, and it’s not surprising to see gazumping on the rise.”

The 20 universities around the world that produce the richest grads

Researchers then use this sample and Wealth-X’s database to estimate how many super-rich alumni each school has graduated in total.

Trends: HNWIs held mostly cash last year

The report says the shift towards more conservative asset allocations was due to HNWIs becoming more risk-averse in preparation for a potential market downturn and loss of equity portfolio value.