Managers of Wealth

Robots Are Coming for Jobs of as Many as 800 Million Worldwide

The consulting company said Wednesday that both developed and emerging countries will be impacted.

Specialist advisers are helping the wealthy to build their art collections

In a market blighted by forgeries, experts help clients avoid pitfalls

BlackRock and Vanguard are smart beta’s biggest winners

Smaller groups grow fast, but are dwarfed in comparison

Survey Reveals Financial Services Industry Slow to Adopt Growth-Driving Initiatives

Regulatory changes have led to the re-evaluation of business practices and models. One main impact of regulatory change has been the accelerated move toward advisory, according to 35 percent of respondents, followed by the creation of governance and overs

A third of UK Wealth Managers opting for “correction protection”

As a result, a third of wealth managers (32%), who collectively manage in excess of £100bn, said they are holding cash across clients’ portfolios to protect against a correction.

Guernsey: A modern finance environment for a complex world

Fund managers and promoters with capital to deploy are brought together with transformation managers who understand insurance risk.

United States Viewed as Most Resilient Global Financial Center

While the U.S. continues to be perceived by most respondents as a source for investment opportunities, cited by 80% in 2017, this decreased from 91% in 2015.

Proper wealth transfer plans lacking in Asia: Poll

Families more concerned about transfer of values, with conditions linked to inheritance

Five-Year Outlook Report: Steady Global Growth Most Likely Scenario for Near Future

The report highlights three scenarios of which the 'Steady As She Goes' scenario is expected to play out over the next five years.

UK Donor-Advised Funds surpass £1 billion for charities

NPT-UK’s annual industry report reveals grants to charities reach all time high

Majority of asset managers expected to offer ETFs in next five years

The ETF market will be transformed by both current and new investors.

London philanthropists give away almost £10bn in a decade

But donations from outside of London are on the rise, with the fastest growth coming from the North East of England.

Swiss bank reveals Ireland has 125,000 dollar millionaires

Credit Suisse says average wealth figure for Irish adults 15th among over 200 countries

Lombard Odier survey shows Asia’s young HNWI and UHNWI ready to gear their portfolios for Impact

Impact Investing continues to take root in the region as HNWIs and UHNWIs look to have a positive impact on the world around them amid fast-moving and challenging global circumstances.

China consolidates position as global leader on green finance, says new research

The rapid growth of the world’s second-largest economy has brought health and environmental problems.

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

Research