Managers of Wealth

What the coming $68 trillion Great Wealth Transfer means for financial advisors

Most studies suggest that 80% or more of heirs will look for a new financial advisor after inheriting their parents’ wealth.

7 reasons why you need this offshore account

Open a global wealth management account with Citibank to avail exclusive benefits

Indonesia’s private wealth forecast to rise

Indonesia’s affluent population is forecast to grow annually around 8%, and foreign firms have been moving in.

Report: Planners Fall Short of Making Plans Of Their Own

Financial planners are more caught up in the day-to-day activities of running a business, rather than what’s ahead, according to a new survey by SEI and the Financial Planning Association.

9 Finance Personality Types -- Which Is Yours?

Determining your investment style is key to connecting with your financial advisor.

Harvard, Boston, UCLA: which US university are producing the most female billionaires in the world?

Wealth-X study focused on ultra-high-net-worth individuals worth at least US$30 million and sought to find out which American universities have the most women among those alumni

Maltese offshore wealth estimated at around €5.2 billion

The estimated offshore wealth doubled from €2.3 billion to €5.2 billion between 2011 and 2016

Super-rich should be leading the way in investing sustainably

Too often, one hears advisers say ESG is all well and good but needs to form part of a ‘balanced portfolio’

Why Women Continue to Lose in the Financial Services Industry and How We Can Fix It

Women make up just 10% of mutual fund managers and, in 2015, managed just 2% of mutual fund assets.

These Are The Richest Cities, Municipalities, And Provinces In The Philippines

Behind it in second place is mineral-rich Compostela Valley with $380 million, followed by Batangas with $350 million and Rizal with $348 million.

As the rich get richer, tackling inequality is a global struggle

With 11 per cent of the planet living below the poverty line, what will it take to eradicate poverty for good?

Nikko AM Awarded Gold Rating in the PRIDE Index 2019 for Efforts to Create an LGBT-Inclusive Workplace

PRIDE is an acronym for elements scored under the index: Policy, Representation, Inspiration, Development, and Engagement/Empowerment.

Australia has never had a 'true wealth industry': AMP

AMP's immediate priorities are to “get money back to clients”

Before diving into ‘platform philanthropy’, charities need to ask some big ethical questions

The rise of ‘platform philanthropy’ driven by digital represents a sea change for charitable giving – but is the sector prepared for the risks that this disruptive tech entails?

Goldman Sachs says it absorbed a $80 million write-down after WeWork’s IPO disaster

Goldman shares fell as much as 3.5% in Tuesday trading after its third-quarter report missed analysts’ earnings expectations and showed a decline in investment-banking revenue.

Top 5 Places Every Nature Photographer Should Go

This particular location is very well recognized and no photographer should miss an opportunity to capture its beauty.

Here’s why this economist says the ‘perfect’ tax rate for the rich is 75%

The 75% rate would only apply to the top 1% of Americans, or those who earn more than $500,000 in income in 2019.

''Entrepreneurs form the Backbone of the British Economy''

In conversation with the man behind the world’s most active investor in growing companies

Beaufort adds 19th firm in network drive

The advice landscape is changing and, with many advisers leaving the industry and many more set to retire over the next few years

How much does implementing technology cost for advisers?

Smaller developments can have ‘the fastest and biggest impact’ on IFAs

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