Managers of Wealth

High earners log-on for robo-advice

The industry needs to communicate the benefits of robo-advice in a simple and engaging way

UInvestor and Business Owner Optimism on the Economy Remains High - UBS

Investors are ready to capitalize on signs of additional progress from the Administration; prioritize healthcare, infrastructure and tax reductions

Investec announced as latest provider partner for Panacea Adviser

Joining the Panacea Adviser online community will enhance the existing communication channels and provide advisers further access to a wide range of information aimed at improving client outcomes.

UAE continues to be buoyant and lucrative, says Quilter Cheviot

Quilter Cheviot expects this growth to continue as the International Monetary Fund forecasts Emirati economic growth will strengthen to 2.5 per cent this year and 3.1 per cent in 2018.

Aris Wealth' quant indices fare well

The net return of 2% year-to-date is combined with low volatility of 4.5%, low net exposure versus the market of 22% and no significant correlation to the major European Indices.

World's most dynamic cities of 2017, five are in China.

Hangzhou features among the Global Top 30 cities for two of the index's three sub-categories

Scrapping triple lock would cost votes, poll finds

Old Mutual Wealth's survey of 1,000 people over the age of 55 found that if the government did opt to scrap the triple lock, 34.2 per cent would be "less likely" to vote Conservative.

These are the 23 biggest global banks — all with more than $1 trillion of assets

Banks with big retail operations dominate the list

In Banking, Wealth Lags Retail in Digital Capabilities

Over the past year, bank-housed wealth products saw a 41% increase in digital readiness as compared to a 39% increase in digital readiness for personal banking products.

Wealth management hybrid advice: What comes after the pilot?

Others are wondering how best to help advisors see hybrid advice as a boon rather than a threat.

The Times They Are A-Changin’

Risk perceptions are rising.

Long-term perspectives key to wealth management

News24 spoke to Graham Tucker, a portfolio manager at Old Mutual Investment Group’s MacroSolutions, about what investors might learn from Long Term Perspectives 2017.

Schroders’ Kelly: Value problems with ETF ‘sausage machine’

Ian Kelly, manager of the Schroder Global Equity Income fund, warns that investors in value-oriented tracker funds may not be getting the right exposure.

How To Develop The Best Compensation Arrangements For Single-Family Offices

Based on more than a decade developing compensation arrangements, a number of considerations stand out

StashAway targets US$710 billion wealth management market in Singapore

Fifty-one percent of gross financial assets owned by Asian customers are in bank deposits compared to 14% in North America.

Barclays, Libor and Bob the scapegoat

Finally, the real questions may be asked about the manipulation of an interest rate that governs prices around the world.

Assets under Asia's big private banks hit record

The amount contracted 4.7 per cent in 2015 as the region's economic growth slowed and mounting regulatory pressure forced banks to reject some clients.

Market Crisis and Alpha Opportunities - RESEARCH

Campbell’s white paper, Crisis Alpha Everywhere: Trend Following from a Multi-Asset Perspective, takes a close look at trend following performance by asset class and concludes that trend following strategies can capture crisis alpha by actively trad

Keep calm and carry on – a guide to wealth management in turbulent times

In military strategy, the remaining calm under fire is regarded as essential to making effective decisions

Favourite tech brands of rich people in South Africa

High net worth individuals are defined as those having a personal income of R50,001+ per month, before deductions.

Research