Managers of Wealth

Combining assets and tax tools to maintain a client's lifestyle

The Donaldsons have liquid investments of £110,000 in ISAs and about £800,000 in a general investment account.

Unigestion’s Direct Opportunities Fund Sees Successful First Close

Unigestion has announced that it has successfully held the first close of its private equity fund, Unigestion Direct Opportunities 2015.

Miton’s Anthony Rayner: “Emerging into the limelight”

As a result, our basket of stocks, which is small in aggregate, tends to avoid direct commodity exposure and the exporters.

Pay report 2016: the breadwinners in wealth management

Our exclusive report reveals the distribution of wealth management remuneration across the UK.

The adviser merry-go-round continues - Equifax Touchstone

Adviser FCA registrations up by 53% in 2015

Rebuilding the brand

After the unravelling of its banking secrecy laws, scandal at FIFA and economic pressures dealt a further blow to the country’s reputation for stability.

Number of U.S. Securities Class Action Settlements at Highest Level Since 2010

“The increases in case filings may suggest that higher numbers of settlements will persist in the near future. While settlement volume fluctuates from year to year, the size of the typical settlement tends to remain fairly consistent.”

Exodus of 10,000 millionaires amid rising Muslim tensions

Rising tensions in France, especially in Paris following a series of Islamist terrorist attacks in 2015, have spurred an exodus of its super-wealthy citizens, a new report on migration trends of millionaires and high-net worth individuals across the world

Could a banker be ever paid like an accountant?

Eight years after the global financial crisis, bankers are still reviled by politicians and distrusted by regulators.

This real estate market is about to crash

The tallest residential structure in the Western Hemisphere sits at 432 Park Avenue in New York City.

New report gives insight into tax costs for expats investing in real estate

It analyses the costs for foreign individuals buying a property in 15 key cities around the world as well as the holding and selling costs over a five year period from 2015 to 2020.

Wealthy Young Americans' Approach to Philanthropy Mirrors the Ultra-Wealthy -- SEI Survey

New data released by SEI indicates that when it comes to philanthropy, the youngest high-net-worth Americans share habits and attitudes with the wealthiest individuals and families in the country.

Who’s in the running to be crowned MM’s adviser of the year?

The other worthy shortlisted firms are Paradigm Norton Financial Planning, Saunderson House, True Potential and Westminster Wealth Management.

World Wealth: The number of millionaires moving to London has slowed to a trickle

Other cited the high cost of living in London as one of their main concerns, as well as the ongoing immigration from Europe and the Middle East, cultural change in the city and rising religious tensions in the city.

Wealthy investors reject robo-advice in Legg Mason survey

The sentiment appears to be shared overseas, with just 39 per cent of respondents globally expressing trust in online advice.

Why Single-Family Offices Invest In Private Equity Funds

Single-family offices are solid investors in private equity, including funds and direct investments into companies.

Chinese family money fills gap after retreat of the wealth funds

In some cases they resemble the US robber baron families of earlier times

4,000 Indian millionaires shifted overseas in 2015: Report

In terms of countries ranked by millionaires outflow, France was followed by China in the second place

Financial Repression Is Here To Stay

The negligible interest rates are meant to be stimulating the economy.

Digitally-Enabled Advisor Practices Grow Assets More Quickly than Other Advisor Practices - RESEARCH

By comparison, just over 50 percent of traditional advisors reported growth of 5 percent or more.

Research