Managers of Wealth

How has the Private Client Service Industry been affected in the UK post Brexit?

Please click below to read the full report.

How many South Africans have bought property in Mauritius

The country ranks first in Africa when it comes to ease of doing business.

Will A Donald Trump Presidency Be Good For Golf?

The president-elect's deep ties to the game has positive and negative implications

Trump's Election Has Made American Billionaires Richer, Foreign Billionaires Poorer

Conversely, the 6 non-U.S. billionaires among the world’s 20 richest lost a combined total of $10.6 billion in the past seven days.

The Rising Appeal Of Asian Art In London

Asian artists are achieving record prices at auction, and galleries around the world are representing a record number in response to collectors’ interests

Private Banking in Switzerland and Liechtenstein: not an outdated concept

The number of asset-management institutions in Switzerland and in the Principality of Liechtenstein is also set to drop over the coming years

Insights from the global CIO survey - Deloitte

45% of CIOs indicate a current need to shift between pattern types—trusted operator, change instigator, business co-creator—to create business value.

Confidence Levels Up: Wolters Kluwer 2016 Regulatory and Risk Management Indicator Survey

Encouraging strides in bank and credit union capabilities, confidence are offset by continued risk and compliance challenges

Social Media and Mobile Technology Not Wasted on the Young - Spectrem Group

According to Spectrem Group’s recent research, older people are increasingly assimilating social media and mobile technology.

Embracing the Robo

Digital Advice May Be Less Costly, But U.S. Investors Value Advisor Services that Cover Life's Complexities

Jersey Finance white paper highlights Chinese internationalisation opportunities

There is an increasing need for business succession planning

Financial Institutions Find Regulatory Compliance More Challenging Than Tax and Internal Controls Combined

“Increased regulation can squeeze profitability because of the additional human capital, systems, and processes needed to comply."

How to Differentiate Your Practice in a Crowded Market

In this challenging environment, how can you differentiate your wealth management firm?

Beijing boasts highest density of multimillionaires

Wealthy individuals have more diverse and flexible options when it comes to assets allocation.

Bodyguards Aren't Just for Celebrities Anymore

To her surprise, her dining companions greeted the stranger as though they had been expecting him. "I was like, 'Oh, is this a friend?' " Caroline says.

Financial advisers rely on the Monte Carlo method as the financial success predictor

The adviser inputs certain data, such as the client’s age and what assets are in the portfolio.

Exploring the positive side of risk - Deloitte

This series looks at the other side of risk—the positive side—where potential, untapped value resides. Learn how viewing risk through a different lens can help you spot value-creating opportunities where risk powers performance.

Dukes, foreign tycoons, a laird with a private army, and the most eligible bachelor in Britain ... Meet the men, and they are all men, who own Scotland

This is no longer a country owned mainly by the aristocracy.

Lucifer’s Banker: The Untold Story of How I Destroyed Swiss Bank Secrecy

Birkenfeld got his start in the financial world with summer jobs and eventually a full-time stint at State Street Bank, working for international money managers. Within a year he was handling spot and forward currency trading on 90 institutional account

Facebook top channel for ad recall among millionaires: report

Boomer millionaires, on the other hand, are more apt than other wealthy consumers or the general population

Research