Managers of Wealth

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.

Island boasts eight in top 200 power women

The list includes views from some of the awardees on issues like quotas for women, their role models and charity work.

City bankers' bonus will amount to a quarter of those of private equity firms' employees

The survey, which covered 1,000 City of London staff, also found that wealth managers and private bankers expect to receive an annual bonus worth on average £59,196 $87,000, amounting to about 60% of their salary.

Monopolisation of wealth by UK super-rich accelerates

Its main findings showed that the total wealth of private households in the UK, which includes wealth from private pensions, was over £11 trillion.

America’s richest 400 households paid a 16.7 percent tax rate in 2012

These 400 households collectively comprise 0.0001 percent of taxpayers, but accounted, by themselves, for roughly 1.5 percent of all income.

Saint Lucia Offers Citizenship to Wealthy Investors

The regulations require that applicants have a net worth of US$3 million.

Estimates for the Private Client Indices and ARC Charity Indices

December and the fourth quarter's estimates for the Private Client Indices and the ARC Charity Indices are now available on www.suggestus.com.

BMO Wealth Management New Year's Study: More Than Half of Canadians Plan to Make Charitable Giving a Priority in 2016

The survey results cited from the 2015 BMO Charitable Giving Report conducted by Pollara were compiled from a random sample of 1,000 Canadians

Year 2015: Lowest property tax cost in Monaco, Dubai; London prime city for wealthy

“As we enter a new era of rising interest rates, greater regulation and potentially lower returns, it will be interesting to see which cities’ prime residential markets will outperform. Events in the world’s two largest economies look se

The 16 most powerful people in finance

We then narrowed down the list to just those in the finance industry, adding six finance heavyweights who narrowly missed our top 50.

Masters of Universe face up to poorer new world

Their pay packets were measured in millions, their excesses were the stuff of legend and the subjct of the odd book and even film.

Indigestion’ hits diamond companies

Too much supply and too little demand weighs on groups

Research