Managers of Wealth

Survival in a Low-Fee World

Cerulli suggests advisors explore alternative pricing models.

Market review on wealth in Australia scrutinized in new research

But investors only hold a comparatively small proportion of their wealth offshore.

How To Build A Successful Wealth Management Team

It behooves financial advisors to be as economical in their efforts as possible.

Seven Investment Management Roadshow Kicks Off in London

We want to help industry practitioners make sense of what’s going on and understand how we can support their businesses best.

Family storytelling essential to successful wealth transfers

It is easy to attribute the failure of wealth transfer to today’s ever-changing legal landscape and the complexities that it poses to families with substantial wealth.

Trump’s travel ban may lead to UK ‘influx’ of foreign HNWIs

Individuals from Iran accounted for the highest number of entrepreneur visas, with Iraq coming second.

Fidelity M&A Report

What they’re looking for are similar client service abilities and human capital.

Americans Aren't Ready For The Great Wealth Transfer

When it comes to financial education, it pays to start early, and advisors should play a meaningful role in ensuring that what’s taught is actually effective.

Standard Life Investments Continues to Hold Boards to Account

The reasons for voting against management recommendations were because of remuneration and share schemes

Non-GAAP Measures Help Provide Full Performance Picture, Says KPMG Survey Of Corporate Financial Reporting Execs

The survey of the more than 475 attendees at KPMG's 26th Annual Accounting and Financial Reporting Symposium found that a vast majority of organizations remain in the early stages

Majority of Investors Will Increase Their U.S. Real Estate Investments This Year: KPMG Report

Fifty-two percent of real estate executives polled believe that improving real estate fundamentals in 2017 will be the biggest driver of their company's revenue growth.

MENA’S ultra-high net worth individuals set to continue growing region’s fleet of superyachts

This is the second highest in the world after Eastern Europe (46%), with propensity to buy based on historic data of wealth increase versus superyacht ownership.

Furore over Trump administration's currency exploitation rhetoric is naïve and hypocritical

At that meeting, Mr Trump said: “They play the money market, they play the devaluation market, while we sit here like a bunch of dummies.”

Rising Confidence Among Affluent Investors About the U.S. Economy

This month's survey was fielded between January 17-23, 2017.

Love it or hate it? British travel aspirations tops the list of luxuries

When analysing the fundamental bugbears of travel though, it seems we are not without our complaints.

More to Wealth Series - Mortality & Nature

We know at first-hand that wealth is a very individual thing.

How losing the British stiff upper lip can help preserve wealth for future generations - RBC

New study from RBC Wealth Management reveals the perils of failing to create and discuss inheritance plans

The Connection Between Wellness and Retirement Savings

The converse also can be true, Financial Finesse indicates.

Sales of superyachts to see growth in Mena

The report puts the number of MENA region UHNWIs – a household with a minimum of $250m bankable assets – at 628 in 2015

Will the U.K.’s Non-Doms Ever Escape the Spotlight?

The U.K.’s original laws for non-domiciled residents, or non-doms, dates to 1799 when Britain was at war with Napoleon

Research