Managers of Wealth

Acquiring New, Younger Clients Requires a Transformation of These Marketing Tactics

Rethink everything you think you know about marketing and client communications.

A complete and utter disgrace by Tim Price

Medical care would have left something to be desired.

OECD Sovereign Borrowing Outlook

Sovereign borrowing outlook for OECD countries, 2008 to 2018

Private Equity: A panacea for financing African Infrastructure?

Private Equity financing is already becoming part of the solution

The private bank of Mum and Dad - Coutts

Parental support can take many forms – gifting the initial deposit, using an inheritance to pay down the children’s first mortgage, or acting as co-guarantors in the property purchase.

Why the Rich Are Hiding

Our society celebrates wealth in the abstract, but delights in judging the rich.

UBS's CEO sees successor coming from within: Bilanz

“Something probably would not have gone well if my successor came from outside,” Ermotti said.

Brewin Dolphin advisers’ favoured DFM

Many respondents praised Brewin for its service and transparency with many noting their relationship with the FTSE 250 firm spans many years.

Grace Blakeley: Inequality can be narrowed by raising taxes on the wealthy

According to Oxfam’s analysis, there are five billionaire families in the UK that hold the same wealth as the bottom 20 per cent of the population.

How do super-rich people spend their money?

Where are UHNWIs located globally, what goods are they buying and from which brands?

Characteristics of high-net-worth female donors

As more women accumulate wealth, they are twice as likely as men to leverage their wealth for philanthropy,

Few Wealthy Investors Deployed Cash in Meltdown, UBS Survey Says

Investors, business owners see market dip as temporary

Wealth protection and succession solutions for wealth families

Dynastic planning is increasingly topical as regional middle eastern family businesses grow and as founders focus more attention on ensuring that the family remains in harmony.

Global dividends break new record in 2017, with more to come for the year ahead

2017 was a great year for income investors with dividend growth broadly spread across countries and industries.

Ultra-rich prefer human touch over robo advice: Study

Most ultra-high net worth individuals, or UHNWIs, in India are not familiar with robo-advisory.

Sallie Krawcheck: Here's why women shouldn't be afraid to ask for a raise

A recent study by the Ellevate Network found that 75% of respondents received a pay bump when they requested it.

Entrepreneurialism Is Booming, But Millennials Are Reluctant to Jump In- UBS

This is according to UBS Wealth Management USA’s latest UBS Investor Watch report, “Who’s the boss?”, released today, which delves into investors’ sentiment on business ownership.

Number of rich households grows 12% but wealth only 5% in 2017: Report

Findings of the study, commissioned by Kotak Wealth Management, come even as there are increased concerns on rising inequality

Hedge funds have outperformed stocks and bonds on risk-adjusted basis

The organisations found that hedge funds have out-performed equities and bonds on a risk-adjusted basis over one, three, five and 10-year periods.

Ultra-HNIs not keen on robo-advisors: report

Top of the Pyramid report by Kotak Wealth Management said that while robo-advisory has become fairly popular with investors in developed countries, it is at a very nascent stage in India

Research