Managers of Wealth

2015 Global Investor Sentiment survey

This year, responses were captured from more than 620 investors from the United States, Canada, Latin America, Australia and New Zealand, Europe, Asia and the Middle East.

Gulf Region Investment in U.S. Real Estate Surges 51%

Persian Gulf investors from sovereign wealth funds to rich individuals increased spending on U.S. real estate, attracted by the pace of economic growth

Changing the Perception of Offshore Jurisdictions

The U.S.’s enactment in 2010 of the Foreign Account Tax Compliance Act , or Fatca, sent a jolt through the offshore industry.

Coutts’ Latest Million Pound Donors Report Reveals 50% increase in number of £1m+ donations

Highest number of donations of £1m or more recorded since 2008

What Ultra-Wealthy Clients Really Need

The wealthiest clients not only have more demands and needs across both sides of the balance sheet

Increasing wealth ‘making Asian nations happier’

Asians Most Optimistic about Future, Middle Easterners the Least

Growth in Assets Set to Slow for Money Managers in Switzerland

The rate of growth in the money managed in Switzerland is set to slow over the next three years amid growing competition from Asia and probes into tax avoidance.

'Doing Business 2015: Going Beyond Efficiency' - The World Bank

The study measures the regulations that enhance business activity and those that constrain it in 189 economies.

Who's Who Legal

This year, our listings comprise a total of 459 practitioners from 164 firms in 45 countries who are considered leaders in this field of law, following votes from clients, in-house counsel and peers.

Some of oldest banks in the world, then and now

Some of the oldest banks are still operating today.

When The Super-Talented And The Super-Rich Are Super-Stupid

The Ultra-Wealthy Almost Always Make Bad Situations Worse When They “Duck And Cover”

Switzerland remains largest offshore financial centre

A huge global pressure to break secrecy veils of Swiss banks notwithstanding, Switzerland remains the world's largest offshore financial centre with client assets totalling over USD two trillion, a new study said today.

Advisor Communication with the Mass Affluent Investor

A majority of affluent investors expect return communication from their advisors within hours of delivering the message, either by phone or by email, according to Spectrem’s quarterly report on wealthy investors and their relationship with advisors.

Market Conditions Impact Affluent Investment Plans Most

Considering market volatility in the past month, it is not surprising that the highest percentage of Affluent investors surveyed in October by Spectrem Group report that “Stock Market Conditions” is the primary factor affecting their current i

Most Millionaires Say They Are Concerned About Income Inequality

The survey, from PNC Wealth Management, found that 64 percent of millionaires are "concerned" about economic inequality in America, and about half of those millionaires are "extremely concerned."

The Richest Woman In Each Region Of The World

Collectively, the women on the Wealth-X list control US$114.6 billion of personal wealth.

Ultra high net worth individuals want to work with real estate agents of their own caliber

Stellar lineup at Luxury Connect reveals best practices of industry's crème de la crème

UBS Executive Believes 'Digitalization Is One of the Threats to the Financial Services Industry'

Swiss Bank UBS CIO Oliver Bussmann settled a system of internal working groups devoted to working on innovative technology projects and puts the blockchain as top priority.

Surge in Confidence Among World’s Largest Institutional Investors - RESEARCH

The Pyramis survey identifies regional differences across such topics as: expectations for market volatility, perspectives on alternatives, investment objectives and investment opportunities.

Institutional investors reveal their intentions for 2015 and beyond

When it came to likely shifts in asset allocation, alternatives again proved to be in favour

Research