Managers of Wealth

Swiss press freedoms buck trend despite secrecy laws

Switzerland has a long tradition of banking secrecy that dates back to a federal law of 1934

Financial Decisions Strengthen Wealthy Families' Bonds, Survey Says

What’s more, financial advisors can be largely credited with guiding those decisions, according to the study.

7 Most Powerful People in America's Marijuana Industry

America’s marijuana industry has bloomed in recent years with voters in more and more states voting to legalize pot in some form as public opinion on the drug seems to evolve with each generation.

Samsung Asset Management joins hands with Edmond de Rothschild Group For Fund Sale

Samsung Asset Management Co. has established a strategic alliance with Edmond de Rothschild Group, a leading financial group based in Geneva, Switzerland.

A Majority Of Financial Advisors Are Focusing On Corporate Executives

Only seven percent of multi-family offices are focusing on corporate executives.

Justifying Unethical Behavior: A Revealing Global Survey

According to this year’s survey, 55% of companies globally have whistleblower hotlines in place.

Financing SMEs and Entrepreneurs 2016: An OECD Scoreboard

The fifth annual edition of the OECD Scoreboard highlights developments in SME financing over the 2012-14 period.

GCC’s rich prefer real estate investments

The third edition of the two-day arab luxury world conference will delve deep in to the investment and spending habits of HNWIs from the region.

Barron’s Top 100 Financial Advisors

Five of the Top 100 offer insights into navigating the bull market. Why they’re pivoting toward value.

Love, Money and Control: How to Avoid Family Feuds Over Money

Nationwide Survey by Merrill Lynch Private Banking and Investment Group Finds Generational Differences in Perspectives on Family Wealth and Division of Assets

Banks must 'think big' to beat off fintech competitors - CapGemini

Ease of use, fast service and positive customer experience all cited as advantages over banks as FinTech companies see gains in consumer adoption, referrals and trust

SimCorp Paper Concludes Asset Managers Should Invest Now to Capture Future Growth Opportunities

SimCorp has published a paper, ‘Pursuing Growth in Uncertain Times – Capturing the Long-term Opportunity’, which presents new findings from analysts and industry experts about the main opportunities for growth in the asset management ind

Rebalancing Your Balanced Portfolio: BMO Global Asset Management Insights

Alternative investments feature a diverse group of strategies and management styles. Among those often included within liquid alternatives mutual funds are equity hedge, credit, relative value and macro-driven tactics.

European real estate appealing to investors from across Asia

Expect a steady increase of Asian investment into European commercial real estate in coming years, according to ING

The Appeal Of Business Owners For Financial Advisors

Based on a survey of 803 financial advisors examining their thought processes and actions, four out of five of them are very interested in working with privately held business owners.

Old Mutual Wealth sponsors the DESTINY MAN “Personal Wealth Report”

Opportunity is knocking. In a world where anyone can succeed with the right attitude and skills set, building wealth is easier than you think.

Co-investing in development opportunities in the UK

Some niche players who have focused on marketing London projects to overseas buyers in Asia have since repositioned themselves as property developers and are offering Singapore investors co-investment opportunities.

Hey, big spender

We expect international luxury goods to be particular beneficiaries of this new wealth in India

SS&C GlobeOp Hedge Fund Performance Index for March

Data is based on actual subscriptions and redemptions independently calculated and confirmed from real capital movements

Clients Of The Future: Demanding, Smart And Cost Conscious

Financial professionals are fond of quoting hockey legend Wayne Gretzky when planning the future: “I skate to where the puck is going to be, not where it has been.”

Research