Managers of Wealth

Global Investing Interests of Affluent Investors

After Europe and China, interest in international investing among affluent investors turns to Canada.

What Millionaires are Most Concerned about in 2015

Millionaires are significantly more concerned about terrorism this year compared with 2014, Spectrem Group study finds

The controversial rich kids of Mexico

Elite offspring who present themselves as young 'kings' and have already repeatedly embarrassed their parents who run the country

Miami (and N.Y.) are top U.S. choices for international buyers of super-luxury real estate

When the world’s wealthiest 1 percent look for third, fourth or fifth homes, Miami and New York are the only U.S. cities with both the cosmopolitan lifestyle and the real estate to satisfy them.

Asset Managers fear Google as greatest threat to their industry

In a recent survey of 100 asset managers, Google ranked #1 as the company with the greatest potential to disrupt the asset management industry.

Evaluating eRIAs' First Mover Advantage

New research from global analytics firm Cerulli Associates evaluates eRIAs' first mover advantage.

Kobe Edges LeBron To Take Title Of NBA’s Richest Player

With the National Basketball Association (NBA) playoffs set to begin, Wealth-X today released a list of the league’s top 10 wealthiest active players.

Number of super wealthy Chinese soars

The report was jointly released by China Minsheng Bank and the Hurun Research Institute

Vietnam runs fastest in the super-rich race

The rapid increase in the number of Vietnamese dollar billionaires has caused concern rather than joy.

Crash stymies creation of new Irish multimillionaires

Ireland saw lowest growth in ultra-wealthy out of 100 countries over decade

Brokerages Use New Pitch to Woo Would-Be Advisers

Starved for young talent, brokerages are trying to sell a new generation on the joys of becoming an adviser

Do RMs lack pulling power?

The results show that only 19% of HNW clients would pursue their relationship manager if they moved to a different wealth management firm.

Emerging Wealthy Are Raising Investment Knowledge Threshold - SEI

In the era of the 24-hour news cycle, the world's emerging high-net-worth investors are raising the investment knowledge threshold and want their wealth managers to provide them with more guidance and information to help in making informed investment

Montreal bank expects closer links with Asia's wealthy

You'd want to root your private banking in centres that actually have all those attributes that clients want

Lyxor Weekly Brief: Asian L/S Equity Setting The Pace

Hedge funds continue to climb higher, with the Lyxor HFI up 3.5% ytd (up to 24th March).

Swiss Bankers Association indicates that Swiss population has newly increased confidence in banks = RESEARCH

A representative survey commissioned by the Swiss Bankers Association (SBA) indicates that the Swiss population has newly increased confidence in the banks

South Africans are the third-highest earners in Africa

According to new research, the average Swiss citizen takes home around four and a half times more money per month than the average South African

Pimco drops out of top-10 asset management brands in Europe

BlackRock, the world’s largest investment house, topped the list for the fourth year in a row. JPMorgan, Fidelity, Franklin Templeton and M&G came second, third, fourth and fifth respectively.

OgilvyOne & Wealth-X reveal secrets to attracting Hong Kong’s wealthiest consumers

Agencies host exclusive breakfast on how brands should engage HNWIs

Wealth management products the right fit for emerging middle class

The nation’s middle class is growing – and so is their appetite for ways to manage their wealth