Managers of Wealth

Asset Managers Obliged to Provide 'Add-Ons'

European institutions increasingly expect services over and above investment management

Are Banks an Endangered Species?

Survey finds majority of Americans believe traditional financial institutions are failing consumers and small businesses while nearly 70% look to FinTech Solutions

Millionaire Programming Shows Start-Ups and Entrepreneurs New Ways to Succeed and Increase Profits

Millionaire Programming specializes in its time honed knowledge of word-of-mouth marketing.

Richest 10% Hoard Almost Half The UK’s Wealth

The Office of National Statistics also worked out that 51% of wealth was held in residential property during that time.

Internet now the wealth creator

The latest list of the richest people in China seems to show the country's efforts have achieved certain effects.

Billionaire wealth has declined by $300B, say UBS and PwC

Average billionaire's wealth dropped from $4.0 billion to $3.7 billion

Singapore ultra-rich families can learn from Swiss and Germans: UBS Wealth

The report surveyed 14 markets where the combined wealth of the billionaires residing there accounts for 80 per cent of global billionaire wealth.

New report examines the in-depth study on wealth management super league 2016

This report examines how wealth management units folded into larger organizations contribute to the wider business of the competitor in question.

Fostering Stability in a Low-Growth, Low-Rate Era - IMF

The political climate is unsettled in many countries.

South Africa’s high income earners give away billions

Nedbank surveyed 400 HNV individuals - these are individuals who earn at least R1.5 million a year or own investable assets of over R5 million excluding their primary residence.

5 ways to spot a top wealth manager

They all claim to have the best people, a proprietary investment process, competitive fees, outstanding reporting and deep client relationships.

Robo-advice is burgeoning in the UK

Robo-advice: one small step for institutions but a giant leap for consumer engagement

Over 55s in England housing wealth worth more than Italian GDP

Over 55s in England currently own property collectively worth £1.5tn

5 Richest Indian-Americans Who Made it onto the Forbes Rich List and How They Did It

The latest version of Forbes Magazine’s list of the 400 richest Americans includes five Indians who migrated to the U.S. early in their careers.

Julius Baer predicts USD14.5 trillion in HNW assets in Asia by 2020

Julius Baer expects to see HNW assets o over the coming four years

Sovereign Institutions See Securities Lending as Opportunity to Boost Returns and Add Liquidity to Financial Markets -BNY Mellon

The findings were reported in Mastering Flows, Strengthening Markets: How sovereign institutions can enhance global liquidity, which was based on a survey by BNY Mellon and OMFIF of two dozen sovereign institutions with combined assets under management gr

Research