Managers of Wealth

Guide to navigating impact funds launched

Impact funds can include those which use negative screening to exclude companies on the basis of ethical criteria

Investors with Advisors Are Adjusting Their Approaches

The vast majority of respondents (92 percent) said they plan to "discuss, reevalutate and adjust" their investment approach with an advisor.

Survey Tips Slower Growth for China’s Private Wealth Market

Hong Kong and the United States were still among the top five destinations for overseas investment, along with Australia, Canada, and Singapore.

China’s Private Wealth Market Is Slowing, Report Says

This cooling is not only due to the slowdown of China’s economy, but is also a result of China’s increasingly strict capital controls on overseas investments, such as property and insurance policies, according to Reuters.

Assets of $1.5tn wash up in British Virgin Islands

Offshore companies’ funds more than double the IMF’s estimate in 2010

Investors positive about UK despite uncertainty caused by ‘snap’ election

UK investor confidence in Europe is also rebounding, aided by greater political certainty such as Macron’s election in France.

There are nine times more extremely rich people in China now than a decade ago, survey finds

That's an 18% increase in just one year.

Baby Boomers Hoarding Half Of Britain’s Wealth While Young Are Worse Off, Says Think Tank

Today’s young have the ‘bad luck of being born too late’.

UK on the cusp of large-scale wealth transfer according to new research commissioned by St James's Place

But will make a powerful contribution to the economy in the years ahead, according to the new findings.

How many millionaire households there are in South Africa

BCG told BusinessTech that its data showed that South Africa had 22,700 millionaire households in 2016, placing it 53rd out of 98 countries in its report.

FinTech companies are beginning to make their mark on the global financial services market

FinTech companies know the digital space well.

Looking to Attract Younger, High-Net-Worth Clients? Focus on Authenticity and Transparency

"Younger generations are poised to earn and inherit significant wealth in the years to come," says Katie Swain, ‎director of financial solutions at Pershing.

Into the Wilderness

“We are releasing the computer into the wilderness” announced Hendrik Leber of Acatis Asset Management in March.

Benefits of robotic process automation and cognitive intelligence in M&A

Next-generation tools for banking data conversions

The world's 25 biggest private banks

While the industry overall registered growth, some of the household names fell back, while Asian private banks cemented their position as a growing influence.

Looking to Attract Younger, High-Net-Worth Clients? Focus on Authenticity and Transparency

With billions of dollars at stake as the next generation accumulates unprecedented wealth, firms looking to attract and retain these investors must revisit their strategies

Tax evaders exposed: why the super-rich are even richer than we thought

Analysis of a massive trove of data – much of it leaked from tax havens – suggests that inequality levels across the world should be revised upwards dramatically

Hold the Toasts to Generosity. In Fact, the Rich Give Away Very Little of Their Wealth

These factors ultimately affect the economic and financial circumstances of all types of donors and, therefore, their ability to give.

Robo-advising platforms carry new risks

Robo-advising offers new opportunities for financial institutions. It also exposes them to new risks that shouldn’t be underestimated.

Millennial Investors Are Not Over the Financial Crisis

A total of 83% of millennial investors cited that their decisions today were influenced in some manner by the financial crisis

Research