Managers of Wealth

A wealth of experience

Effective wealth management is built on trust and long-term commitment, Kevin Cassar, Blevins Franks regional wealth manager, says.

US exchanges urged to act in HFT debate

The market is more predatory than it was before because of all these algorithms

Wealth management for entrepreneurs requires special approach

My experience with wealth management as an entrepreneur is that it doesn't matter how much money your business makes.

HK millionaires pulling out of Europe

Wealthy investors from Hong Kong are turning their focus towards Latin America and Africa, while cutting allocations to Europe, despite improving economic conditions in the continent.

Fine wine market sees Italian vintages on the rise

Fine wine investors have pared back trading in Bordeaux wines in the week through September 10, while Italy and Others (US, Australia, etc.) maintained a solid footing, London-based wine trading platform Liv-ex reported on Friday.

Identifying Factors Determining Single-Family Office Senior Executive Compensation

Analyzing these data sets results in identifying the factors producing these results.

Saunderson House: discretionary launch is evolution for business

The launch of discretionary will not have a significant impact on the running of the business as advice will remain at the core of Saunderson House’s offering.

Meet the new London HNW investor tribes

Here, we explore these new investment ‘tribes’ and how they’re impacting the capital’s financial landscape.

Striking work-life balance with flexible working by Gina Le Prevost

Working from home enables employees to avoid office politics and other general distractions

Survey of wealthy finds gender divide on health care, infrastructure

The large majority of these concerns stems from the simple fact that the baby boomer generation is now in the empty-nesting period and looking ahead at its retirement plans

The investment drought: How can the problem of weak investment be fixed?

UBS White paper

The World's Top 10 Wealthiest Tennis Players

With the US Open Tennis Championships underway in Flushing Meadows, a Wealth-X list of the top 10 wealthiest tennis players shows Roger Federer is way ahead of his peers with a net worth of US$330 million.

Wealthy shun investing for social good

Following the study, Barclays is introducing to a profiling tool to help its wealthy clients re-evaluate how much they invest for impact and give away to charity.

Global Liveability Ranking 2015

It’s compiled by the Economist Intelligence Unit, which gives cities a rank out of 100 for areas such as stability, healthcare, culture and environment, and education and infrastructure.

Fifty six percent of Chinese companies invest more than 10% of revenues in digital

They are positive about their deployment of technology: 90% agree or strongly agree with the statement "We proactively evaluate and plan for security and privacy risks".

Private Banks and Trust Companies' Wealth Management Assets Projected to Reach More Than $5.3 Trillion by 2019

"The channel's most promising trends include: client-centric advisory models, integrating wealth management platforms, consolidating research teams and portfolio construction processes, and centralizing fee discounting decisions," Ethier ex

Most Retail Investors Expect Interest Rate Hike by Mid-2016; Few Say They Are Adjusting Investment Portfolios in Advance - Morgan Stanley Wealth Management

No Consensus on Whether Rate Hike Good or Bad for Economy

Research