Managers of Wealth

Wealth managers look to next-generation automation for maximum efficiency - Dion

Whitepaper helps firms harness the full potential of technology to meet client demand

Britons Top Buyers List For French Property

Britons bought properties in areas like Charente, Loire and Limousin, looking beyond the traditionally sought-after areas like the Cote d’Azur and the Alps. Britons’ have shown an excellent business sense of creating more value for their inves

Chinese investors on global real estate buying spree

H1 overseas property investments up 17%, 84% jump for homes

What Wealthy Investors Expect

What services do wealthy investors think should be included in a high net worth wealth management program?

Nine out of 10 bankers willing to work abroad

London is at risk of losing its “best and brightest” bankers to other financial centres because of a cap on bonuses, research has shown.

'An Uneven Global Recovery Continues' - IMF

According to the report the global growth projection for 2014 has been marked down by 0.3 percent to 3.4 percent, reflecting both the legacy of the weak first quarter, particularly in the United States, and a less optimistic outlook for several emerging m

BNY Mellon launches investment guide for women

The group cited a recent YouGov survey, which found 74% of women were concerned about their financial future, compared with 46% with the same concerns in 2010. BNY Mellon said that the shift in women's attitude to investment and their role within soc

Where the Rich Are and Where They Will Be

Switzerland's biggest bank manages about 1.8 trillion Swiss francs ($2 trillion) of rich people's money, split almost equally between two divisions called Wealth Management and Wealth Management Americas.

Super wealthy opt for second citizenship

The term "high net worth individuals", refers to individuals with assets valued between $5 and $50 million, with the “ultra high” ones being those exceeding the $30 million threshold.

INDIA: Kotak Wealth Management report estimates surge in UHNIs

The report also points that close to 45 per cent of current UHNIs are seen residing in non-metro cities and smaller towns.

Taking a Portfolio Approach to Growth Investments y Sebastian Stange, Alexander Roos, Jeffrey Kotzen, and Ulrich Pidun

One of the most powerful tools available to CEOs and CFOs to drive growth is their company’s approach to capital allocation across its portfolio of businesses.

Profits up 39% in year for Wealthy Russian property buyers in London

Research reveals a strong pound drove increase

Monaco is Home to Largest Density of Millionaires

Favourable tax and outstanding location are important criteria

Global Consumers: Concerned and Willing to Engage in the Battle Against Fraud

Financial institutions must help consumers understand how they can protect themselves against fraud

Multimillionaires Favor Boutique Money Managers for Client Experience

LBSI scores comprise respondents' evaluations of each firm's product quality, exclusivity, social status and ability to deliver special client experiences.

UBS Investor Watch Report Breaks the Awkward Silence around Inheritance

The survey of over 2,800 high net worth (HNW) and affluent U.S. investors found that while both benefactors1 and heirs2 are optimistic about giving and receiving inheritance, neither is actively engaged in inheritance planning and are reluctant to fully d

Brit buyers bounce back!

The latest survey of overseas buyers of second homes in France carried out by bankers BNP using data supplied by Notaries from across the country paints a mixed picture of the health of the French property market, but puts the Brits firmly back in pole po

Research