Managers of Wealth

High-net-worth fraud: A real rarity?

The high-net-worth market is not immune to fraud. Insurers rely on data analysis and the work of specialist loss adjusters to investigate it while ensuring a smooth claims process.

The Rise and Fall of New Funds

Investors routinely pour cash into recently launched funds.

Goldman Sachs sees downside risks for emerging markets in 2017

Investors should brace for oil-related shocks in the short term

Confidence Has Returned To Investors in Wake of Trump’s Election

About 33% increased their cash holdings, and missed out on one of Wall Street’s most profitable rallies in years.

Europe's Affluent Investors Are Confident that they can Construct their own Portfolios

The end investors surveyed for Cerulli Associates' latest report, European Investor Segmentation 2016: Building Bridges with Clients, have high levels of confidence in their ability to construct their own portfolios.

How Britain is squeezing the rich

The NAO report reveals that the unit winkled an extra £416m of tax out of its well-off “customers” in 2015-2016 as a result of compliance investigations.

The 17 best cities to live in the world as voted by expats

One of the most extensive studies ever conducted to explore the general living situation of expatriates

Fitch: Investment Managers Could Face Performance Headwinds in 2017

From a financial metric perspective, Fitch-rated alternative IMs continue to exhibit strength, with average margins of 33.6%

Marrying Analytics and CRM Systems Is Key for Targeted Marketing and Sales Initiatives

User analytics from websites are a highly valuable way to gather data on current or prospective clients, especially when they can be tied back into a customer relationship management (CRM) system.

How UBP plans to turn Asian conviction into reality

Success seems far from guaranteed despite the demographics and statistics.

Is Rolls-Royce Holding plc still a buy after £900m profit hit?

Accounting changes mean that reported profits from Rolls-Royce may be lower than expected

Asset Management websites are overly complex and confusing

Pressure is mounting for all website content to be clear, concise and relevant. For example, the Plain Language Act of 2010 requires all US Federal agencies to communicate clearly.

Over the horizon: Blockchain and the future of financial infrastructure

When the industry can be fueled by distributed ledger technology what does the future of financial services infrastructure look like?

Create value in M&A transactions - Deloitte

Record deal activity has resulted in challenges for corporations and private equity (PE) firms considering mergers and acquisitions (M&A).

What the Rich Are Doing Now to Reap Trump’s Tax Bonanza

Financial advisers to the wealthy are starting to bet that tax rates will fall as early as next year

RBC Global Asset Management survey reveals opportunities and obstacles in ESG investing

The survey reveals lingering uncertainty over responsible investing's ability to drive financial performance and mitigate portfolio risk.

Notinghamshire's Rich List for 2016 revealed

The entry price for making this exclusive list is high.

Liquidity Management Top Priority for Fund Managers and Institutional Investors in New Market Environment

More than three-fifths of the survey respondents say current market liquidity conditions have impacted their investment management strategy

Sorting the Wheat from the Chaff: New research reveals the top equity fund managers

We therefore see this type of past performance analysis as a useful starting point rather than a complete formula for picking a fund,” said Hollands.

Mexican Tycoon Carlos Slim, World's Biggest Billionaire Loser After Donald Trump's Win

As a result of the $6.5 billion drop in his fortune, Slim fell from the world’s 6th richest person to the 7th richest.

Research