Managers of Wealth

Cybersecurity Is Advisors’ Hottest Compliance Topic: IAA Survey

‘Many advisors still have work to do to develop their cybersecurity programs,’ says IAA’s Grossman

Danish asset managers climb in 2014 global ranking

Assets under management (AUM) at Nordea Investment Management rose to around €151bn at the end of 2013

Softer property market could HIT local shares: UBS exec

But this year, UBS expects the economy to expand by just under 4 per cent

‘Winner takes all’ industry to drive asset manager M&A surge

Global M&A activity has rebounded strongly on the back of increased risk appetite and improving valuations.

Number of HNWIs in South Africa to Grow by 16% Through 2018

The growth in the South African HNWIs volumes and wealth are predicted to improve in the next 5 years.

South Africa’s dollar billionaires

New research finds that there were 581 Ultra High Net Worth Individuals in South Africa in 2013, with an average per capita wealth of US$124.7 million

Best Global Green Brands Report

The Best Green Global Brands report seeks to capture everything that brands do to make the world a better place.

DBS chief wary of growth outlook for US, Europe

Mr Gupta told a DBS Private Bank lunch that he was among the few who felt the US rebound was slow-going.

Attitudes and Concerns of Millionaire Investors

Twenty-five percent of Millionaire investors wish they had saved more before the recession, while 25 percent wish they had taken more investment risks.

Affluent Ethnic Investors: What's Money if You Don't Have Your Health?

Affluent Asian investors were most likely to express concern about financing their children’s education, while nearly half of Hispanics have their grandchildren’s education on their minds.

A fifth of Brits refuse to give up on luxury spending

A sun-soaked holiday is what we're least willing to give up. We spend £2,816 a year on holidays on average, but just 3% of Brits would consider giving up their break in order to save.

America’s Wealthiest Living Entrepreneurs

These pioneering individuals – through their ingenuity, dedication and entrepreneurial prowess – have blazed their own trails in the “land of opportunity”, making their own fortunes over the course of their lifetimes.

US$100 Trillion Asset Management Industry by 2018 Depends on Continued Strong Growth in the US

Ultra-low interest rates have boosted strong asset growth globally

South Africa’s richest banks

South African banks once again top the list for the African continent in The Banker's Top 1000 Banks global rankings.

Financial Services Firms Upbeat as Business Volumes Rise – CBI/PwC Survey

Firms are focusing on two key strategies for growth in the near-term

Post-RDR funds industry controlled by 150 'gatekeepers' - research

The report claims a small number of asset managers and funds have been attracting disproportionate amounts of fund inflows

UBS Climbs to Top of Covered Bond Rankings for First Time

The Zurich-based bank leaped ahead of UniCredit SpA (UCG), Barclays Plc (BARC), BNP Paribas SA and Deutsche Bank AG (DBK), the top four arrangers last year, the data show.

The smart consumer: 30,000 consumers from 34 countries reveal new global trends

Consumers on board: how to copilot the multichannel journey, featuring the results of a global survey of 30,000 consumers in 34 countries and in-depth interviews with business executives.

More Investors Expect to be Overweight Commodities a Year From Now

A new survey from Credit Suisse shows that a rising number of investors expect to be overweight commodities a year from now, with fundamentally based directional trading remaining the best way to maximize returns.

Wealth Managers Who Ask for Referrals Double Their Chance of Being Recommended by Clients

Futurewealth Report Uncovers What It Takes for High-Net-Worth Individuals to Recommend Their Wealth Managers

Research