Managers of Wealth

The Future of Work: How You Can Ride the Wave of Change

New technology purports to bring great change to a surprising number of fields, including law, medicine and financial services.

Factoring In Growing Demand Switch in benchmark on cards as active managers keep disappointing

Cerulli research shows that total assets under management in smart beta in Europe grew from €39.8 billion (US$43.7 billion) in 2014 to €63.4 billion by April 2016.

Robo-advice won’t close advice gap, research finds

Prudential retirement income expert Vince Smith-Hughes said he was not too surprised at the results on the basis some advisers may be expecting robo-advice to be used more holistically than others.

Battle of the Brands: Why Wealth is getting a NEW look

Here’s a bold prediction: Wealth managers are gearing up for what will be the largest era of expenditure on brand campaigns in the history of the sector.

Who are the worst offenders on Tilney Bestinvest's 'Dog List'?

M&G and Aberdeen top the table

Millionaire city: Dublin ranked 10th in Europe for big earners due to thriving tech scene

One in 40 people living in Dublin is a millionaire, a new study revealed.

India’s super-rich have never been this young

This is the first time in six years since Kotak began surveying India’s super-rich that such a large number of HNIs-under-40 has been reported.

Private banking: what is it, and who uses it?

In its original sense, private banking was customised banking.

How to Build Wealth and Financial Security

These steps can be taken at every stage of your working life.

The Global Information Technology Report 2016 by the WEF

The seven are all known for being early and enthusiastic adopters of ICT and their emergence is significant as it demonstrates that adoption of ICTs can pave the way to wider benefits.

The Global Information Technology Report 2016 by the WEF

The seven are all known for being early and enthusiastic adopters of ICT and their emergence is significant as it demonstrates that adoption of ICTs can pave the way to wider benefits.

US M&A H1 2016: Slow but steady

Our report considers the factors driving the market, the external economic and political factors, as well as the impact of regulatory issues on investor confidence.

Britons put more money with wealth managers amid Brexit uncertainty

Alongside the uncertainty sparked by last month's "Brexit" vote, investors are worried about the strength of the global economy, and particularly slowing growth in China, as well as the impact of massive central bank monetary policy easing.

Vontobel Sees $8.8 Bln In H1 Net Outflows After Jain Exit

The withdrawals follow the departure this year of star fund manager Rajiv Jain, who was credited with driving much of the bank's growth over the past two decades.

The Age Of Robo-Advice And Digital Wealth Management

Robo-advisers are no longer considered to be within the realm of science-fiction but are steadily becoming a prospect you may have to come to terms with sooner than you think

Swiss get 'largely compliant' rating for tax assistance - finance ministry

The Global Forum in 2013 had said Switzerland was among the countries that did not meet international standards on tax transparency

7% jump in number of ultra high networth individuals in FY16: Kotak Wealth

The number of ultra HNIs and their networth have witnessed compounded annual growth rate of 16 per cent and 18 per cent in the last five years

Alternatives managers split on the benefits of ESG, finds Unigestion

The survey shows variation between private equity managers linked primarily to size, geography and nature of the strategy

Uneasy about U.S. election, rich investors eye selling stocks for cash -survey

Majority of investors plan to adjust portfolios based on election outcome; 25% considering pulling out of the U.S. stock market

Proving the value of professionalism

CFA Institute is taking to the streets with a new initiative to drive greater awareness of the value of the qualification and professional accreditation.

Research