Managers of Wealth

Misconceptions May Hurt Advisors, Investors, Spectrem Says

There’s a knowledge gap between financial advisors and their affluent clients

Should Fund Managers Get Paid for Performance?

A fund manager paid on results will be more aligned with investors, but such a fee structure may have unintended consequences.

Worst 12 months for high-yield bond funds since financial crisis

Experts suggest the data also paint a bleak picture for the year ahead as oil prices hover at 12-year lows and investors struggle to second-guess how the Federal Reserve will act on interest rates.

$1 million doesn’t make you rich: wealthy Aussies feeling the pinch

The research, for wealth management and superannuation advisory firm MLC, reveals earning a healthy salary does not equate to feeling financially comfortable.

The recent lock-step between oil and markets is now benefitting rational investors

They’ve been linked in some kind of cha-cha dance with an almost perfect lock-step.

Market rout forces Aussie millionaires off the rich list

The collective wealth of these rich individuals now amounts to $1.55 trillion, which is a slight dip from last year's $1.57 trillion.

What high-net-worth investors are doing with their money right now

The group conducts these surveys by giving members a detailed, confidential questionnaire asking how much of their portfolios are allocated to which investments

SmartThings Future Living Report paints a vivid picture of what life will be like in 100 years

The SmartThings Future Living Report was authored by a team of leading academics including TV presenter – and one of the UK’s leading space scientists – Dr Maggie Aderin-Pocock, award-winning futurist architects and lecturers at the Univ

Top Tax Havens Around the World

We analyzed personal top income tax rates along with gross domestic product per capita(GDP) to come up with the following map.

Central London Property Losing Haven Status as Bears Move In

Slumping commodity prices, emerging-market turmoil and an increasing supply of office space are damping demand for property, even though asset values have yet to fall.

What Are Boomer Parents Doing Regarding Inheritance Planning?

Interestingly, there is one item the majority of the parents apparently have in common: they are afraid of running out of money.

Private Banking and Wealth Management Survey 2016

UBS Wealth Management voted best global private bank; revenue outlook dimmer this year; asset management competition heats up.

Investec Offers Juiciest Returns of South Africa's Banks: Chart

The company, founded in Johannesburg, this year traded at the deepest discount to its target price since the 2008 global financial crisis.

Star Singapore bankers who’ve now made it to the top in Hong Kong

The stuff of dreams? Not necessarily – plenty of Singaporeans have found senior success in the Hong Kong banking sector.

Mexico: The Private Wealth & Private Client Review

Inequality of income has been a historical problem for Mexican society.

PwC questions asset managers’ response to tech fears

Gathering the responses from 189 chief executives at fund groups in 39 countries, 90 per cent say they are “confident” or “very confident” about revenue growth for the year ahead

Global Pension Assets Study 2016

Pension assets relative to GDP reached 80% in 2015, which represents a decrease of 4% from the 2014 ratio of 84% The largest pension markets are the US, UK and Japan with 62%, 9% and 8% of total pension assets in the study, respectively

PwC: Returns Not Enough for Success In Asset Management

This sentiment was echoed by the other CEOs surveyed, with 62% saying they would focus on creating more value for stakeholders in the future.

Great potential in need of an edge

Private banking in Lebanon has a host of new angles

Why European banks exiting U.S. wealth management matters

This could have implications for the careers of everyone in the industry.

Research