Managers of Wealth

Financial Institutions Expect Common Reporting Standard Will Be More Burdensome Than FATCA, Says KPMG Survey

The KPMG survey, conducted this past summer, focuses on the views and behaviors of bank

Voices: Gretchen Lucas, on How Best to Work With Affluent Clients

Suggest solutions, don’t overwhelm them with details and be persistent when an issue needs attention, this adviser says

How Senior Executives Working For A Single-Family Office Can Maximize Their Personal Wealth

What’s very telling is that few senior executives are taking advantage of these opportunities.

Taking A Closer Look At Hedge Fund Family Offices

The critics argue that its obvious that hedge fund managers should remain focused on their Hedge Funds and live by the results of their efforts.

International investment by pension funds increases globally

The report - which looks at the growth of pension funds globally, the asset allocation of pension funds on a regional basis and the foreign investment of pension funds

The 42 best football players on Wall Street

So it should come as no surprise that there are a bunch of former football stars working in trading, investment banking and wealth management.

How Investors Are Playing Uncertainty Over the Fed

The pick-up in interest rates in the U.S. will have a global impact

Global Financial Development Report 2015-2016

According to the new study, extending the maturity structure of finance is considered to be at the core of sustainable financial development.

An Asia snapshot on Offshore M&A & IPO activity, Q2 2015 - Appleby

The Asian markets continue to help drive offshore dealmaking, with five of the 10 largest deals in Q2 2015 involving an Asian company acquiring an offshore target. Hong Kong companies attracted four of the top ten this quarter.

Private office launches football finance fund targeting 7%+ returns

This means the due diligence will be focused on the credit risk of the football club

The Rise and Rise of Asia's Super Rich

With China and India leading the way, the region’s High Net Worth Individual wealth expected to grow 10 percent annually, according to the Asia-Pacific Wealth Report 2015

Offshore Deal Volume Rebounds, H1 Deal Value Reaches New Height

Q2 offshore deal volume up 25% over Q1 as average deal size remains robust, Appleby reports

SS&C GlobeOp Hedge Fund Performance Index up 0.64 per cent in August

SS&C GlobeOp Hedge Fund Performance Index: August performance -1.02%; Capital Movement Index: September net flows advance 0.64%

World’s biggest banks in fine fettle seven years on from Lehman disaster

The biggest banks in the world have trimmed back their risky assets and built up their capital buffers

Stronger omnichannel banking required in emerging countries, reveals SunGard survey

Banks not regarded as technology innovators

The 10 Universities With The Largest Ultra Wealthy Alumni Population

All 10 universities on the list are located in the United States, indicating that these American institutions are able to attract students from around the globe.

European ETF investor survey reveals investors want more information and innovation

It is our firm belief that as the ETF market continues to expand in Europe

WM's gender challenge: why is more than 80% of industry male?

The figure is lower than the 18% of staff identified as women earlier this year by an FCA analysis of general client-facing staff.

BNY Mellon Explores the Sources of Growth in the World”s Four Largest Economies

Cox looks at Japan , America, China and India , the world's four biggest economies, by purchasing-power parity.

P2P Platforms Rapidly Changing the Investment Landscape by Jose Santamaria, SS&C

Investors in P2P platforms view credit rating, risk, and return differently than do banks, and platforms have more diverse funding resources, lower interest rates, and higher returns.

Research