Managers of Wealth

OECD Demand on Swiss Banking

The authors of the report however indicated that Swiss growth in the past years relied strongly on construction and real estate

Investment Assets That Put Women First Surge Past $2.2 Billion

Public investment vehicles, including mutual funds and ETFs focused on so-called “gender-lens” investing, oversaw $910 million in assets as of June 30, 2017.

The philanthropy data gap: measuring what matters

Rigorous evaluations such as randomised controlled trials are worth the cost

Impact investing taking root in Asia

Lombard Odier’s survey results complement a survey the firm carried out in 2016, which found that more than 99% of respondents agreed that social responsibility had become important following the 2015 Paris UN climate change conference.

Success in Relocation - RESEARCH

Almost a quarter of HNWIs have already relocated and many of them have caught the bug for an international lifestyle

Canaccord: ICOs Could Become Commonplace

On the subject of token sales – or offers of custom cryptocurrencies used to bootstrap new blockchain networks

Multi-family offices see growth spurt as rich get richer

About US$8.4trn (£6.4trn, €7.1trn) was owned by high-net-worth (HNW) and ultra-high-net worth (UHNW) individuals in client assets at the end of 2016

World's richest 1% have as much wealth as bottom 50%, study finds

Credit Suisse report highlights increasing gap between the super-rich and the remainder of the globe’s population

Global Deal Activity to Accelerate in 2018 - RESEARCH

The forecast highlights why investors around the world are feeling increasingly confident as 2018 approaches

Merrill Edge Offers Enhanced Research Amid Rising Robo Stakes

The rollout of stock stories coincides with stepped-up public-facing support for Merrill Edge Guided Investing — MEGI for short — originally launched last winter.

Wealth managers must brace for more regulation post Paradise Papers: GlobalData

This will likely “drive further consolidation” in the offshore private wealth space though, as more private banks sell up marginal operations.

Mark Tucker on the prowl for HSBC bid targets

Mark Tucker, once a fearsome footballer, has an ambitious expansion strategy for Britain’s biggest bank

Wealth advisers look to make a mint up north by cashing in on the rise of the region’s ultra-rich

It became a no-brainer for us

The Wealthy Are Terrible at Taking Care of Their Collectibles

Over 80% of wealthy investors plan to leave their collection to their heirs, but 65% of heirs have no interest in keeping the collection

Asset Management Industry Lacks Diversity

There’s a large diversity gap in asset management, The Oakley Group joins Raymond James’ Pinnacle Asset Management and David Kutcher is suing a client for defamation.

The Paradise Papers Are Just a Glimpse at the Unreal Wealth Gap

A new report on spiraling inequality in America is even more concerning given what the Paradise Papers showed us about how good rich people are at hiding money.

Serving up a recovery - Aberdeen Standard Investments

Survey data suggest that global services activity has moved up a gear over recent quarters to a two year high

Millennials More Conservative, Least Likely to Focus on Long-term Investments

Millennials are less inclined to buy and hold investments for the long term

Gen Z Research Reveals Financial Savvy, Counterintuitive Banking Preferences

Gen Z also shows a notable streak of traditionalism in their banking preferences.

A digital future: financial services and the generation game

All generations expect three things of their finance providers: trust, transparency and time-saving.