Managers of Wealth

Investors Want to "Like" Their Advisors on Facebook

The new study, Using Social Media and Mobile Technology in Financial Decisions, examines how investors are using social media and other emerging technologies in their financial dealings.

1 in 4 fund managers believe it’s “highly likely” they will face competition from new entrants

The findings are from a global survey conducted by the FT Remark commissioned by State Street among 400 senior asset management executives for a new report entitled, “Opportunities for Optimism? A New Vision for Value in Asset Management.”

Millionaire Fact of the Day

Social media IS everywhere, but its use in the financial arena is still limited….but expected to grow

CMOs invest in client experience but less diligent in tracking results by David Lo

According to our diverse group of CMOs – drawn from across the wealth management spectrum, including global private banks, national and regional broker-dealers, and family offices – attention is also focused on client retention, adding value,

London is the third most expensive city in the world to live in...

It will be little consolation to Londoners that the capital has actually dropped down the global list.

Wealth managers face big millennials challenge

Wealth management firms are not in line with high net worth individuals' risk tolerance, according to one third of under 40s.

Serving America's Young Wealthy Requires an Industry Shift, According to SEI Report

Futurewealth Report Compares America's Young Emerging Wealthy With Global Peers and Older Counterparts

Wealth Management Industry Suffering Trust Deficit Among Wealthy Investors - RESEARCH

A new survey by the independent and objective New York-based Luxury Institute reveals detailed perceptions of affluent investors regarding the securities industry, and the various regulatory entities entrusted with investor protection.

Wealth-X List Of English Premier League’s Wealthiest Players

Wayne Rooney Scores Top Spot On Wealth-X List Of English Premier League’s Wealthiest Players

The World’s Largest UHNW-Led Private Foundations

Collectively, the foundations on the list have total assets of US$83.1 billion – equivalent to 29.7% of combined net worth of the UHNW individuals who established them.

Deloitte ranked as the No. 1 global consulting organization for the 5th consecutive year

Gartner annually analyzes and publishes its market share and rankings for the previous calendar year across all Technology related capabilities

Soaring personal wealth underpins bank profits

They have been able to make the most of the deregulation of the financial system over that time without losing much market share to competitors.

Improving adviser efficiency through analytics

Given the independent, relationship-driven culture associated with wealth management, formal analysis of wealth adviser performance is often neglected.

Why This Part of the World is Producing So Many Billionaires

Things that come to mind when Latin America is mentioned: soccer, tropical fruits, big snakes. Romance Languages, and cocaine.

Wealth of Singapore’s richest drops amid economic slowdown

One of the few gainers was Goh Cheng Liang, who moved up to rank 3 from 7

Global Art Market On Brink Of A Leverage Boom To Drive Further High-End Art Sales

Skate’s Art Market Notes for July highlight that ultra-high net-worth individuals are purchasing more art and the trend is likely to continue.

The restless rich and what to do about them

The report categorizes the rich on the mainland as anyone with net assets of $1 million, not counting their primary residence, and says most of the mainland's rich are heading to the United States, Hong Kong, Singapore or the United Kingdom.

Aircraft Leasing in Asia: The Amicorp Singapore advantage by Kevin Halouska

Asia is the fastest growing aircraft market in the World. According to industry data, airlines from the region will take delivery of more than 10,000 new passenger and cargo aircraft from 2015-2032, valued at more than US$1.5 trillion.

Asset management in Europe: The case for reform

Many of these costs are derived are from processing fund passports, local paying agents, translation charges and legal fees.

SS&C GlobeOp Forward Redemption Indicator at 2.08 per cent for July

While this reflects normal seasonality to an extent, the July reading is below last year’s 3.15% for July and, in fact, matches the lowest July figure since the index’ inception in 2008.

Research