Managers of Wealth

Towry: Adviser numbers up 9% in 2014

Adviser numbers have increased by nine per cent this year, which proves that the industry is beginning to prosper following the Retail Distribution Review rules bedding-in.

Managed Investment Assets Projected To Reach $6.7 Trillion In 2018: MMI

The Money Management Institute (MMI), the national association representing the $3.8 trillion managed investment solutions and wealth management industry, today released selected findings from a proprietary survey of industry growth trends published in it

Young, rich and black

The chasm between the wealthy and poor shows no signs of narrowing, but the pool of super-rich people appears to be changing colour.

Switch Off To Switch Off

Well despite all our enthusiastic festivities, it looks as though 2015 will start in a world of worry.

These Factors Can Increase the Value of Your Firm

Many owners of financial advisory practices don’t know what their firm is really worth and, in fact, many believe it is worth more than it actually is.

Convergent Wealth Advisors moves on after death and defections

Convergent manages about $8.6 billion in assets for wealthy individuals and families.

Global survey finds investors confident despite market risks

A survey of institutional investors that collectively manage $31trillion in assets has found confidence is high across the globe when it comes to meeting long-term objectives.

Hard-pressed workers do not expect to retire until at least 65

HARD-PRESSED professional workers are not expecting to retire until well over the age of 65, according to new research.

Substance Drives Up Interest In Guernsey

Fiona Le Poidevin, the former Chief Executive of Guernsey Finance, explains why issues of substance are driving up interest among fund managers in the potential upside of relocating to Guernsey.

The Best Of Both Worlds In Guernsey

Jo Stoddart of Quintessential Relocation Consultants considers some of the reasons why financiers would look to relocate to Guernsey.

Manulife Asset Management Shares Investment Insights in "Global Intelligence: The Year Ahead"

Manulife Asset Management has issued its annual "Year Ahead" report, which highlights monetary policy divergence, the need for structural reform in many economies, declining oil prices and a strengthening U.S. dollar as key topics of interest to

Challenges and Opportunities for the Wealth Sector in Hong Kong 2014

Research and Markets has announced the addition of the "Challenges and Opportunities for the Wealth Sector in Hong Kong 2014" report to their offering.

Wealth-X Reveals: The Biggest Gainers And Losers Of 2014

As 2014 comes to a close, Wealth-X today reveals this year’s biggest financial gainers and losers.

The people’s platform: Axa Wealth

Questions over due diligence, client segmentation and charging, together with the recent pension rule changes, will force the platform industry to step up its game to better serve clients

Why Sovereign Wealth Funds Need Private Equity

According to the Sovereign Wealth Fund Institute direct sovereign wealth fund transactions from the 3rd Quarter of 2014 back 12 months, totaled US$ 203.61 billion.

Deutsche Asset & Wealth Management Survey Reveals Opportunities and Challenges in Alternatives Marketplace

These dynamics create opportunities and challenges for helping investors fully understand their potential alternatives contributions.

Spies drawn by Norway’s wealth

Norway’s emergence as a wealthy country, with one of the biggest and most powerful investment funds in the world, is being cited as one of the reasons that spies are targeting Norwegian government and business leaders.

Investors Demand More LDI Innovation

Despite a growing need for asset-liability matching strategies, product providers have not offered enough new thinking.

Quarterly Review: BlackRock surrenders top spot to JPMorgan

BlackRock slid down the rankings for European cross-border fund sales in the third quarter of 2014

Measuring adviser satisfaction in the platforms industry by David Cartwright

In a platform market that is becoming increasingly homogeneous in terms of the availability of tools, tax wrappers and investment choice, service is now one of the key differentiators.