Managers of Wealth

Portfolio Managers: Better Born With Wooden or Silver Spoons?

A new academic paper claims that mutual fund managers who grew up relatively poor outperform those who came from wealthy families

These are the 12 most popular private jet destinations every year

In the report it also gives some fascinating insight into when and where the world's richest use their private jets and what events trigger these trips.

Jersey’s employment market is back on track post recession

This comes in response to the warnings that the island’s finance sector faces an uncertain future following Brexit.

Fitch warns of over-reliance on wealth management products by smaller Chinese banks

Agency says they present key credit and liquidity risks

The true Brexit effect: One in three investors have been put off markets by EU result

This trend was amplified among 18-34-year-olds, with 16% claiming they are now more attracted to investing in peer-to-peer.

Vault Most Prestigious Consulting Firms 2017

The Vault Consulting 50 ranking was compiled using a weighted formula that reflects criteria such as firm culture, work/life balance, compensation, prestige, overall business outlook and transparency.

A.M. Best Special Report: Innovation: The Race for Global Reinsurers to Remain Relevant

As a result, companies have intensified their efforts to develop new strategies in order to adapt to structural market changes

Hong Kong’s Private Wealth Management Has Over $700 Billion AUM, Survey Finds

Highlighting Hong Kong’s proximity to mainland China, Amy Lo, Country Head & CEO of UBS Hong Kong, pointed out that “connectivity with China” is very important to the industry’s development.

Alternative Investments 2020 - RESEARCH

The study highlights new alternative sources of capital and examine their potential for broader industry disruption in the future.

The 17 most valuable stock exchanges in the world

Understandably, well-known markets like the New York Stock Exchange, NASDAQ, and London Stock Exchange rank among the most valuable exchanges

Emerging markets on track to set sovereign debt record

A punishingly low yield environment for money managers has sparked a jump in demand for emerging market fixed debt in the past few months.

City all set for £30bn float bonanza

The Sunday Telegraph has learnt that CVC is in the early stages of planning a £1.5bn stock market debut for Sky Bet.

Financial wellbeing moving up employers’ priority lists - Close Brothers

UK employers are starting to prioritise financial wellbeing for their staff, according to the latest Close Brothers Asset Management (CBAM) Business Barometer.

The Largest Wealth Gap in the World

Japan was considered the most equal country, with millionaires controlling 22 percent of total wealth.

Estimates for the Private Client Indices and ARC Charity Indices

Whilst this has provided investors with the opportunity to take stock during the summer holiday, upcoming US Presidential elections and the ongoing ramifications of Brexit for the UK and Europe mean that volatility is unlikely to be far from people’

Investment Adviser Profession Is Growing, Says New Report

The trend toward automated advice for retirement plan participants, and the growth in new and existing "robo-platforms" and other web- and app-based investing tools, are major themes in this year's report.

Fundamental problems

Selling the whole thing is probably a non-starter.

Swiss private consumption stable post-Brexit, rises in July

Private consumption is set remain one of the main growth drivers for the rest of the year.

The Rich Worry More About Identity Theft Than Terrorism

Diversification and noncorrelation paid off for many advisors in the second quarter, especially those who allocated more to alternatives, such as managed futures and intermediate-term bonds.

Investment trusts no longer lower cost than similar open ended funds - Tilney Bestinvest

The firm argues the switch in performance advantage towards funds over the shorter time period will principally reflect a widening of investment trust discounts.

Research