Managers of Wealth

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

New Sustainable Investment Spotlight of Bank J. Safra Sarasin: Moore’s Law: the end is near

Until 1975 Moore’s law defined that the number of transistors on a computer chip doubles every 12 months making the chip twice as fast.

Luxury market faces a drought as affluents choose conscious consumption, rather than conspicuous brands

A new style of luxury has taken hold reflected in consumers' preference for high-quality brands, but without paying the premium for marketing-generated prestige.

Edinburgh residents’ net worth higher than London

EDINBURGH residents have higher personal financial worth than any other UK city apart from Bristol, according to a report.

The Rich Column: Silence is not golden

The wealthy are starting to care about their bad press

Why banks in London want behavioural experts

Starting from next year, banks in London will need to verify that their staff are up to their jobs

BMO Private Bank Study: Affluent Americans Plan to Retire Young and Stay Active

The study found that a majority plan to retire young and stay active in their later years.

Scots are the biggest investors in the UK, study shows

People in Scotland typically invest £4, 980 per year – more than those living in London and the south-east of England

Wealth managers need to be 'service-oriented'

Rapidly advancing technology and sweeping regulatory changes are forcing wealth managers to adapt their service offerings, according to joint research by Deloitte and Efma.

China’s Mass Affluent to Have Double U.S. Counterparts’ Assets by 2020

In five years, China’s mass affluent will have double the assets of their U.S counterparts

Research