Managers of Wealth

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.

Hargreaves Lansdown four cement Rich List places

Four former Hargreaves Lansdown executives saw their wealth surge by £379 million last year, cementing their places in the Sunday Times Rich List.

New Spectrem Report Examines the Evolving Attitudes and Mindsets of America's Wealthy Investors

Sharing regular perspectives about these important life milestones and issues can strengthen wealthy investors' ability to make those decisions

Credit Suisse Publishes Sixth Annual Emerging Markets Consumer Survey

Saudi Arabia moves up on the consumer confidence scorecard in 2015 despite low oil prices Consumer sentiment negatively affected by 2015's challenging economic and market backdrop with India, China and Saudi Arabia remaining robust. The mega-trend o

Three phases of retirement for the affluent

First, they cut back on working hours; then, they focus on travel and leisure; and finally, they prioritise relaxation and time spent with family

Special Report: Biometrics and banking

Biometrics Research Group, Inc. believes that the financial services sector has emerged as a primary end-user market for biometrics technology worldwide.

United States Tops Philanthropic Giving According to the 2016 BNP Paribas Individual Philanthropy Index

Bank of the West Wealth Management uses the Philanthropy Index to better serve its clients with an understanding of the goals and objectives of the world's most impactful philanthropists.

Schroders: What to invest in as inflation starts to rise

The Bank of England has a target to achieve inflation at or near 2 per cent.

Times are hard for bankers – but they did nearly bankrupt the planet

Nomura, Barclays, Citigroup and more are signalling tough times in investment banking.

Investment Managers More Positive on U.S. Economy Despite Volatile Markets - RESEARCH

After two quarters of declining sentiment about the U.S. economy, investment managers had more positive views on the U.S. economic outlook in the most recent quarterly survey by Northern Trust Asset Management.