Managers of Wealth

Investor confidence down by 2.4 points in July

The index differs from survey-based measures in that it is based on the actual trades, as opposed to opinions, of institutional investors.

HSBC survey highlights shifting business priorities

The survey shows that 34% of decision-makers think their technological focus will ‘totally’ change over the coming 24 months, with a further 45% expecting ‘slight’ change.

Fitch upgrades it’s Malta rating to ‘positive’

Over the years that have followed it built up a solid reputation for being an agile, advantageous and practical country in which to do business in sectors that include additional to financial services, gambling and gaming as well as fund administration, y

The impact of wealth on South African families: Managing next gen expectations

Partner in the South African Family Office division, Layve Rabinowitz says that while there is no typical ultra-high net worth family, the South African Next Gen have a decision to make in how they embrace or deny their wealth in a South African context.

Billionaires tend to make riskier investment choices than millionaire

Millionaires were less negatively affected than billionaires during last year's stock market meltdown, a report from Capgemini found.

World's Best Cities for Free Wi-Fi and Connectivity

The results were combined to create an overall index score for each city, revealing which were the most well-connected metropolises worldwide.

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.

Research