Managers of Wealth

Wealth Management And Lifestyle Converge?

First, Millennials are altruistic and want to make sure their investments will lead to social outcomes.

Fintech is a disrupting force and a decentralising movement in the financial services sector

Frost & Sullivan's study, Fintech in Australia – Trends, Forecasts and Analysis 2015 – 2020 defines and focuses on the growth and challenges of the Australian Fintech sectors' three market segments

The Tempest, or Much Ado About Nothing? - ARC

"All the world's a stage, and all the men and women merely players; they have their exits and their entrances"

Over half of wealth managers say Brexit would negatively impact FM industry

Around 56% of wealth managers questioned by Harrington Cooper for its latest survey believe a Brexit will be 'negative' or 'very negative' for the UK asset management industry, Investment Week can exclusively reveal.

World's Biggest Investors Step Up Action to Protect Millions of Pensions from Climate Risk

Pension funds account for nearly two thirds of the index (322) and insurers nearly a quarter (118).

These banking staff are most at risk of job loss

Banks have cut tens of thousands of jobs since the 2008 financial crisis as global regulatory changes have shattered the old banking models.

Here's how many years of life being rich can buy you

The oldest five per cent of men kept plodding on until they were almost 96, while the most unfortunate made it to just 62.

Investors’ views on bonuses, talent pools and value creation poles apart from CEOs- but they agree on cyber threats and key markets

Redefining business success in a changing world

Traditional luxury brands increasing digital presence: Report

One way for brands to get around concerns of decreasing customer perceptions of exclusivity is limiting the variety of what is sold

How to attract and retain high net worth clients

For financial advisory practices their real strength is in their personability and in having a personal relationship with individuals.

UBS Wealth Management Americas Announces “ElectionWatch 2016” Client Program

UBS Wealth Management Americas will produce ElectionWatch 2016, a series of events and dynamic content designed to provide UBS clients with unique insights into the 2016 presidential election process, potential outcomes, and their policy and market implic

Big shift in racial distribution of South Africa’s super-rich

This goal is expected to be reached by 2030.

Succession plans crucial to family businesses, says UBS

Family firms in the Middle East advised to separate family assets from business assets

Can Singapore, Shanghai Overtake Hong Kong In Popularity Stakes Among UHNWIs?

The comprehensive 2016 Knight Frank Wealth Report was published recently, with wealth and millionaire statistics provided by New World Wealth.

76% of financial firms use digital technologies to improve ethical conduct beyond requirements - Mazars

Financial services companies are raising their standards of ethical conduct beyond new legal requirements, according to a global report issued today entitled “Digital Finance: Meeting ethics and compliance in financial services”.

Regulatory scrutiny sees asset managers ratchet up tax focus - PwC

A sophisticated operational tax function is becoming a prerequisite for asset managers, PwC said.

Fed on course for second 2016 rate hike despite moderate growth

The overall pace of US and global growth, however, remains moderate and many at the Fed remain concerned about economic and financial fragility.

Family Office FFO AdProminent Athlete Adds Prominent Athlete Clients Including Draymond Green

FFO also inherits Compass Management Group executive Daniel Sillman, who will work as an advisor for FFO while continuing his role as Director of New Business Development at RSE Ventures, a sports, media & entertainment investment company co-founded b

Wine mogul hits out over $500 million trade

However, according to the newswire’s report, Deutsch wanted to take out a majority stake in the company via Fidelity Family Office Services

From Investment Advisor To Wealth Manager And Increasing Income From 40% To More Than 100%

Financial advisors who successfully made the transition have often seen their incomes rise by 40 percent to more than 100 percent.

Research