Managers of Wealth

The wealth map of Britain is changing - Kleinwort Benson

Within a decade, females are likely to own around 60% of the UK’s wealth. We take a look at how this shift may affect investing habits.

One in four UK employees will share sensitive information outside the company

The survey found that 87 per cent of employees would react negatively if their personal information was breached by a company.

High net-worth, older UK investors most cautious in Europe, while millenials more likely to invest in riskier assets

This figure was up from 29 per cent the year before, the worldwide survey of more than 5,370 high net-worth individuals across 19 countries found.

$181 billion Indian black money in tax havens?

All of this wealth is held in tax havens, which are jurisdictions with weak regulations and strong secrecy laws

South Africa: SA Is Africa's Hub of Private Banking - Report

The most promising emerging African markets for private banking are Ghana and Kenya

Who are the biggest brands in fund management?

The list, compiled by market research firm Fund Buyer Focus, shows Aberdeen was voted the 13th most popular fund management brand, the Financial Times reports.

13 ways to successfully schmooze Chinese clients

As private banks step up their efforts to win offshore business from wealthy people in China, how can you stand out from the competition and keep your clients happy?

Are Good Managers Born or Made?

People who are masters of their profession — for example lawyers, architects or engineers — may not be the most interested in or best equipped to do well managing people, Vanderslice points out.

PwC Report: While Fintech Disrupts Banks, the Blockchain Disrupts Fintech

The PwC report is based on a survey of 544 CEOs, heads of innovation, chief information officers, and top management personnel in financial services companies from 46 countries around the world.

Robo-Advisors Are Disruptive, but Hybrid is Much More: It’s Transformational

In the recent report Robo-Advisors: The Hype, the Reality and the Future, published on February 29th by Gartner, Chuck Thomas notes the difference between digitization and digitalization applied to Wealth Management services. Our vision on what the future

Legg Mason survey: UK investors hold more than third of assets in cash

Over 5,000 investors surveyed

61% of UAE High Net Worth Individuals Set to Invest in Global Real Estate in 2016, says Cluttons

New York and Dubai identified as preferred investment destinations

Swiss FinTech Report 2016

"Swiss FinTech Report 2016 - The role of Switzerland as a FinTech hub" has been released by Swiss FinTech, the Swiss Finance + Technology Association together with EY.

PwC: Banking Execs Fear Risk Due to Fintech Innovation & Disruption

Some statistics include: Incumbents believe 23% of their business could be at risk

Deregulation slowdown poses biggest challenge to UBS in China

UBS wants more of the QDII quota made available in the market so that the Swiss bank can offer products from global markets, she added.

How Trusts And Estates Lawyers Can Double Their Revenues In A Year

Trusts and estates practices are – or certainly can be – exceedingly lucrative for the lawyer and the law firm. For example, with the boom in private wealth creation, there is a growing need to address intergenerational wealth transfers. At th

Supply glut stalling out luxury resi market

Rather, real estate consultant Nancy Packes told the Times, rich buyers may have simply already left the market, deciding the time to buy had passed.

Top 400 Billionaires’ Wealth Rises to $3.896 Trillion

The Bloomberg Billionaires Index takes measure of the world’s wealthiest people based on market and economic changes and Bloomberg News reporting. Each net worth figure is updated

Wealth managers on the fence despite commodities shift

BofA Merrill Lynch’s Fund Manager Survey recorded the biggest monthly jump in allocation to commodities on record in February, so who’s buying and who’s staying clear?

Emerging market debt - a class of its own - Van Eck

To maximise the opportunities in emerging market debt, Van Eck takes an unconstrained approach to EM hard currency, EM local currency, and EM corporate debt.

Research