Managers of Wealth

Asia: Five financial hiring trends for 2016

Corporate and transactionkk banking jobs across Asia Pacific, as well as investment banking jobs in south-east Asia, were among areas that came under the knife.

Wealthy Investors Unlikely to Share Advisors

The survey found that 48 percent of affluent investors who refer other investors to their advisor only do so “sometimes.

Emerging Markets: the optimistic view

A combination of Fed tightening and cheap emerging markets valuations historically sets up good emerging markets performance and we certainly hope that this will be the case in 2016

Just 8% of advisers would launch lower wealth solution

56% say a suite of kite marked products needs to be developed for these consumers.

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

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