Managers of Wealth

KPMG: Hedge funds to invest more in technology and cyber defence

Hedge funds are, like wealth managers and the financial services industry more widely, seeing the effects of digitalisation on their wider business.

BCG Survey Names 2016's 50 Most Innovative Companies

BCG has surveyed more than 1,500 senior innovation executives across a wide range of countries and industries

Six Things Family-Owned Firms Should Know About Succession Planning

Among the chief goals of succession planning is providing continuity of management

Would You Stay or Would You Go?

Just over half (54 percent) of Ultra High Net Worth investors would follow heir advisor compared with 49 percent of Millionaires.

Report Finds Law Firm Leaders Showing More Economic Confidence in 2017

About a third of the firm leaders said they project demand for their services to grow less than 2 percent.

Staying focused - Bordier & Cie

This has been based on the fact that there is too much product available – and most of it is at the expensive end of the market.

12 warm places you can travel to this winter without worrying about Zika

Here are 12 relatively warm places to go this winter where you won't have to worry about the virus.

500+ new listings on the CISE in 2016

CISE played a part in a world first when Global Advisors Bitcoin Investment Fund plc

Asia's Millionaires Are Buying Into European Soccer

Swiss-Asia’s football finance note sales doubled from April

Asian Asset Managers in For a Bumpy Ride

Cerulli thinks retail investors will fall back to their default positions, namely bank deposits.

Fisher hoping hybrid approach will lure more institutional fans

That distinction seems to make good business sense at Fisher

UBS Chairman Weber: 'Rocky Road' Ahead for Global Economy

UBS Chairman Axel Weber discusses the company's China operations

Swiss Life Global Solutions - Reducing Complexity, Creating Solutions

As their families grow, wealthy clients think about generational planning and managing transitions.

Was 2016 the Best Year of All Time for Diamonds?

What happened in 2016 that makes us and many other financial advisers convinced that this trajectory is permanent?

Morningstar intensifies competition with asset managers

Morningstar is now embarking on arguably its biggest strategic shift since Mr Mansueto set up the company shortly before his 28th birthday.

Tech Trends 2017

The kinetic enterprise

How Ultra-Wealthy Investors View Senior Housing Real Estate

Approximately 19.53% of survey respondents said senior housing was a preferred property type of high-net-worth investors

Which Professionals Benefit From A Pro-Wealth Trump Administration

Wealth managers who provide investment expertise and additional financial services and products such as trust administration and private placement life insurance.

Richest young people in UK also likely to inherit most wealth, study finds

Together, these trends mean inherited wealth is likely to play a more important role in determining the lifetime economic resources of younger generations, with important implications for inequality and social mobility.

SEI Advisor Network Reveals Financial Advisors’ 2017 New Year’s Resolutions

Top Resolutions Include Providing Variety of Investment Strategies to Clients and Complying with the DOL Fiduciary Rule

Research