Managers of Wealth

Moody's gives thumbs up to UBS, thumbs down to Credit Suisse

The Zurich-based bank wants to focus more on private banking and wealth management in emerging markets while shrinking its investment bank

U.S. Economy: A Money Laundering Operation?

America is emerging as safe haven for the world’s super-rich and their money – honest and ill-gotten alike.

UK home to maximum number of multi-millionaires in Europe

The UK is now the most preferred home of the super-rich in Europe.

How to protect your wealth from volatility

2016 has continued where 2015 left off – with extremely volatile markets.

BNP Paribas Wealth Management report: super league in-depth analysis made available by top research firm

It offers insight into the company’s strategy, financial results, and marketing activities.

SEC Administrative Proceedings Increase as Constitutional Challenges Continue

New report draws on recently launched Securities Enforcement Empirical Database (SEED)

Rise in global wealth of top 1 per cent is harmful to the wellbeing of remaining 99 per cent, shows new research from Oxford Profess

New research by Professor at Said Business School, University of Oxford, identifies worrying relationship between the rise in wealth of top 1 per cent and issues of public health and productivity

Transparency is Differentiator When HNW Investors Seek New Advisor

These findings and more are from the January 2016 issue of The Cerulli Edge - U.S. Edition, which examines how wealth managers should address affluent households concerns, multi-family offices and their positioning to win the battle for wealthy clients, a

Climate change means more fear, less fun for global middle class: UBS

In those top-risk cities, the middle class spent between 0.6 and 0.8 percent more on housing compared to the national average, and less on luxuries, entertainment and durable goods.

A Baker, A Cherry Placer or Julius Baer?

As the new year begins and resolutions to become fighting fit are considered (and quietly discarded!), in the world of wealth management and private banking, budgets are being set, business development and strategy plans are being put in motion and the su

Successful EU marketing by Jersey fund managers evidenced by sustained growth in AIFMD private placement statistics

Jersey saw some significant private equity and real estate fund launches towards the end of 2015

Baby Boomers Need To "Bank On" Millennials To Change The Way We Manage Money

Millennials are changing the face of the money world.

Record growth for exchange traded funds despite regulatory fears

The fear is that the structure of ETFs and index funds could worsen market shocks when they happen.

Global Asset Managers Rising to Challenges of 2016

Across globe downward pressure on fees set to intensify

American Citizens Abroad Global Foundation seeks views on tax laws

Recently enacted tax laws for ex-pat Americans topic of new survey; results to inform research effort

American Citizens Abroad Global Foundation seeks views on tax laws

Recently enacted tax laws for ex-pat Americans topic of new survey; results to inform research effort

Affluent Hold Charitable Companies in High Regard (but Will They Invest in Them?)

Affluent investors appreciate a company's charitable initiatives, but financial returns trump "doing good."

What are the challenges facing Asia’s wealthy?

Growing challenge of how to sustain wealth in Asia

Building A Plan For Wealth In One Day

Every January, millions of Americans promise to fix the situation.

New World wines thrive in challenging Chinese market

The market for wine is rebounding strongly for New World wines, according to reports in the Chinese news media.

Research