Managers of Wealth

Smoked: Reg CF Doesn’t Work for Marijuana Industry Entrepreneurs

As with most startups, seed capital is needed to get things going.

Millennial and mass-affluence groups most likely to shift from bank

The potential for disruption remains a very real threat for many incumbent banks

Emerging markets, pathetic transparency

Their transparency standards remain low – 75 of 100 companies measured scored less than 5 out of 10

Average Wealth Of A Person in Europe Dips 5 Per cent over 2005-2015

According to New World Wealth, while the average wealth of a person in Europe has declined, in other developed markets it has increased substantially.

The next 3 industries and markets the wealthy believe will make them richer

Globally in 2015 high wet worth individual wealth grew by a modest 4%.

Brexit Adds to Challenges for European GTUBs' Earnings

Credit Suisse Group and Deutsche Bank are most reliant on capital markets activities, with sales, trading, underwriting and advisory revenue at about 50% and 40% of total group revenue, respectively.

Sovereign wealth funds are circling for Brexit deals: Expert

Wealth funds can come in and tactically purchase assets and tactically place bids on companies.

Expanded Horizons: How Latin American Families Are Balancing Risks And Returns

The son of store owners, he built up an empire, Luksic Group, that took in telecoms, beer, mining, and banking and which, by the time of his death in 2005, had given him a net worth estimated at more than $4 billion.

Asset Managers Around the World Seek New Revenue Streams

To keep costs under control, managers continue to look for ways to improve operating efficiency, including investment in technology.

House prices, property funds, credit cards and tax

Shares in London have opened almost 1 per cent higher and the pound has made some modest gains

Advisers differentiate services as more banks expand wealth-protection strategies for China's ultra-rich

For prospective mainland-based customers, a key concern in uncertain economic times is wealth preservation.

How Transitioning To Wealthy Clients Can Be Easy

One key is to change your mind set from thinking about immediate goals to thinking about long-term legacy planning.

Nine out of 10 IFAs fear rise of robo-advisers

The research also gathered adviser opinion on both sides of the debate to highlight some of the key challenges and benefits that automated models can bring for advice firms.

New research: Challenger banks think they do it better than the Big Four

Majority of challenger banks and building societies believe they provide better service for customers though improvement is needed on mobile strategies

New research: BPO allows financial institutions to focus on value-added business

The research also confirmed the efficiency gains made through models such as Business Process Outsourcing are fuelling differentiation and innovation in client and advisor technology, along with developing new products and services.

How Japanese Billionaires Have Changed Over The Last 20 Years

Ahmadoff & Company also compared the billionaires list of 1996 and 2016 to those from South Korea, as well as global averages, from the same years.

Middle East’s preference for offshore wealth managers on the rise

About 25 to 30% of the wealth from the region is expected to be managed from offshore centres

Networks and Platform Based Business Models Win in the Digital Age - Wharton

Evidence based management, big data, and machine learning provides cutting edge insights into business model performance

Asset Managers Set Their Sights on UK Wealth Managers

In addition, every DFM that responded to Cerulli's 2016 survey reported at least some level of investment in passive strategies.

Adviser commitment to tech relationships falling

The research showed that planners are showing an increased focus on lowering costs through every aspect of their businesses

Research