Managers of Wealth

Affluent choosing DFM services over advised models

Over 1,000 high net worth users of the website findawealthmanager.com were surveyed on a quarterly basis during the 18 months ending June.

1m British retirees are millionaires

The average value of property assets is up £10,000 to £210,000.

Recovery Amidst Risks of Continued Debt, Rising Interest Rates and Policy Gridlock in Emerging Markets

While long-term sentiments indicate restrained improvements, signs point to accelerating growth over the next few years

Ranking Risk in Emerging Market Countries

Your business has touch points all over the world, so it’s a good idea to know where risks are most likely to play out as your business expands.

UBS retains wealth management crown as assets rise 15 per cent

UBS did especially well because of its expanding emerging market client base, which accounted for a quarter of the £37bn of inflows it received last year.

Wealth-X’s Luxury Industry Sentiment Index Slides 14%

Survey Shows Experiential Marketing Through Events Remains A Key Tool For UHNW Engagement

Paraguay Wealth Report 2014

This report reviews the performance and asset allocations of HNWIs and Ultra HNWIs in Paraguay. It also includes an evaluation of the local wealth management market.

Rich pickings for private banks

Their fortunes are growing at one of the fastest paces in the world amid an economic renaissance spurred by government spending on civic works such as roads, airports and metros.

Wirehouses Face Unique Challenges in Adding More Investor Relationships

According to new research from global analytics firm Cerulli Associates, wirehouses face unique challenges in adding more investor relationships.

Dominican Republic Wealth Report 2014

This report reviews the performance and asset allocations of HNWIs and Ultra HNWIs in the Dominican Republic. It also includes an evaluation of the local wealth management market.

The rise of the digital bank

As European consumers move online, retail banks will have to follow. The problem is that most banks aren’t ready.

Hedge Fund AUM Hits Another Record In H1 2014

The total size of the industry now stands at US$2.12 trillion.

Schroders: India and South Africa are the best value emerging markets

In terms of which emerging markets offer value at present, Wade remarked that he is concerned about China, and the need for ‘parts of the economy to rein in debt levels’

Investors Positioning Aggressively for Recovery in H2 - BofA Merrill Lynch

A net 61 percent of global asset allocators are now overweight equities. This ranks as the survey's highest reading on this measure since early 2011 and represents the panel's second-strongest response ever.

How much do U.S. brokers make? Their business cards provide clues

Titles are conveyed virtually automatically to brokers who bring in enough money, even if they are relative newcomers, as long as they have not run afoul of regulations or internal rules.

SS&C GlobeOp Hedge Fund Performance Index

June performance 1.16%; Capital Movement Index: July Net Flows Decline 1.77%

Asset managers operations under pressure

According to global study by Aite Group and SunGard, asset managers and asset servicers are struggling to manage pressure on the middle and back office operations.

Global fund managers face multi-asset skills shortage

It surveyed 300 senior executives at asset management firms across Europe, the Asia Pacific,...

Fortunes of wealthiest French keep growing

Corporate success most leading French companies make their money outside France’s stalled economy mainly lay behind the rise, which followed a 25 per cent increase in 2012.

Technology and data: the trends changing the world

In its first global study, Ipsos Mori reveals how technology, economics and data are causing unprecedented change on a global scale. Matt Warman reports

Research