Managers of Wealth

Are Machines Catching Up with Human Advisors?

By some estimates such a top-down review can improve client returns by as much as 0.5% a year.

Affluent Millennials Seek Investment Advice and Insight into Alternatives

AMG Funds study finds opportunity to engage with and educate Millennial investors

UK bankers spend over €34 million a year to influence EU

The UK financial sector spends at least €34 million per year on lobbying in Brussels and employs more than 140 lobbyists to influence EU policy-making, according to a study published today by Corporate Europe Observatory.

As growth hits a speed bump, wealth managers seek to adapt: BCG

Unlike in recent years, the bulk of global wealth growth in 2015 was driven by the creation of new wealth

Growth in pay continues for financial executives, but war for talent may be on horizon

Survey from Grant Thornton and Financial Executives Research Foundation cautions industry that it will take more than pay to keep execs engaged

17 Most Powerful Women In Finance, Banking And Venture Capital 2016

One of the best antidotes to female economic disenfranchisement is hitting a critical mass of women at the top rungs of the global financial system.

Profits for asset management companies set to fall by a third

The consultancy warned that earnings have already begun to decline, after net flows to the European industry in the first quarter of 2016 fell to their lowest level since the “disaster” year of 2008.

How wealth managers conquer new market segments with digital onboarding

Customers are demanding faster, more seamless service and wealth managers are competing with an increasing number of providers.

Bitcoin, A Unique Asset Class – Report

A recent report published jointly by ARK Invest Research and Coinbase offers brief insights into Bitcoin as a new asset class.

Brazilian recovery will take time and luck - Schroders

A breakdown of the data reveals that the improvement was driven by stronger government spending, net exports, and investment.

Rise Of The Innovation Empire

Silicon Valley still remains the hub of the world’s most dominant innovation “empire” a location of a thriving innovation ecosystem where innovation centers cluster.

Dicing with debt - the Fed's dollar dilemma - Schroders

Diversified strategies struggled to work in 2015, when many asset classes moved in the same direction.

Wealth Management Apps for HNW Clients Proliferate

A few offerings rank high, while many others have weak points

Advisers accused of neglecting clients’ cash holdings

His company offers a management service which can help advisers get the best rate for their clients’ savings.

Exclusive: The Nascent External Asset Manager Market In Asia - What's The Potential?

For some time, wealth management markets in Hong Kong and Asia were dominated by banks, insurers, relatively few independent advisors, and a handful of large financial institutions

5 Millionaire Traits That Will Help You Get to the Top

If you want to start your own journey to becoming a millionaire, it is a good idea to pick up some of these traits, and make them part of your everyday routine

Revealed: Top 5 cities for graduates seeking finance career

There is a high level of internationally-minded high net worth individuals, and by relocating to these places one can usually expect comparatively high financial rewards.

HN: Czech, Slovak billionaires afraid of world developments

Now, they are optimistic about the future of the economy, mainly at home

Estimates for the Private Client Indices and ARC Charity Indices

May's estimates for the Private Client Indices and the ARC Charity Indices are now available.

Ultrawealthy Investors Aren’t Inclined to Recommend Their Advisers

Clients often perceive advisers as pushing products instead of tailoring services