Managers of Wealth

Candy brothers, Deutsche Bank, Savills launch UHNW real estate report

It finds Bermuda as number one in the list of the world’s top 20 islands for this investor group.

Industry Research Awards Eight Financial Services Firms for Digital Marketing and Media Excellence in 2014

Among Wealth Management firms, Bank of America Merrill Lynch received the award for overall Digital Marketing Leadership 2014; Fidelity Investments was recognized as the Digital Marketing Innovator of the Year 2014; Northern Trust received the award for M

Which Universities Produce The Most Billionaires?

Twenty-five billionaires obtained their bachelor’s degrees from the University of Pennsylvania, making it the top university in the world in terms of number of billionaire undergraduate alumni, according to this year’s Wealth-X and UBS Billion

How Wealth Managers Can Convert Compliance Challenges to Business Benefits

The results reveal significant global trends and challenges facing the industry and offer best practice solutions to transform these challenges into business benefits.

Insights into Billionaires' Balance Sheets - UBS

Global Family Office Report 2014: Largest Family Office Research Study ever offers insight into Family Office Performance and Structures

High-end London house prices drop 20pc

Home buyers deterred by talk of Mansion Tax and impending general election

Wealthy Not Confident in Philanthropic Approach

Over 90 percent of millionaires surveyed by UBS Investor Watch say they’ve donated time or money in the past year, with 38 percent donating more than $100,000.

Financial Times Top Executive MBA 2014

The rankings are based on various measures, some of which (including career progression, how the program lived up to expectations, percentage salary increase) come from a poll of alumni three years after graduation.

SS&C GlobeOp Forward Redemption Indicator: October Notifications 3.12%

The SS&C GlobeOp Forward Redemption Indicator for October 2014 measured 3.12%, down from 3.25% in September.

Asia-Pacific Leads World in Wealth Growth

High confidence and focus on wealth growth drove greater risk-taking by the region's wealthy says Asia-Pacific Wealth Report 2014

Demand for Digital Interaction in Wealth Management Highest in Asia-Pacific

Eighty-two percent of High Net Worth Individuals1 in Asia-Pacific (excl. Japan) expect most or all of their wealth management relationship to be conducted through digital channels in five years, in contrast to 61 percent of HNWIs in the rest of the world,

The Rich Are Getting Richer, but Many Brands May Be Missing the Wealth Effect

The U.S. market of millionaires is the largest in the world, yet the market potential of millionaires remains largely untapped by luxury brands, such as Louis Vuitton, Hermes, Gucci, Prada and Rolex

Most U.S. Millionaires Give To Charity, But Few Plan Spending

The study found that American millionaires don’t shy away from cutting large donation checks either. Roughly a quarter have given at least $100,000 in their lifetimes, while three-quarters have given at least $25,000.

Exodus! One third of wealthy Londoners "to leave London in next five years"

Sixty-three per cent of HNWIs in London say they live in the region because it was where they were born or grew up

Investors Shun Advice as Platforms Take Off in Europe

Cerulli Associates' research found that many investors at all levels--from mass retail to ultra-high-networth

Regional Investors Eye Wealth Generation

The risk appetite of Middle Eastern HNWIs has increased markedly after the financial crisis

Revealed: 175 of UK's super-rich were born in the Gulf

Around 175 super-rich residents living in the UK were originally born in one of the six Gulf states, representing around 1.5 percent of those with a fortune of over $30 million, new data has shown.

UBS Retains Top Spot Among Wealth Managers in Asia

UBS AG, Switzerland’s largest bank, retained its position as the largest wealth manager in Asia last year as it attracted more funds from the region’s growing number of millionaires.

Research Shows Increased Client Satisfaction From Long-Term Advisor Relationships

Younger investors in all three wealth segments express less satisfaction in their advisor than older investors, many of whom have long-term relationships with their advisor. Among Mass Affluent investors (with a net

Taxes are on the Minds of Wealthy Investors

Older wealthy investors are most active when it comes to dealing with their tax bite.