Managers of Wealth

Entrepreneurs, not old money, the new face of family offices

Oracle Capital Group has just launched “The Global Entrepreneurial Report: Emerging Wealth 2014.”

Survey Says 37% of Investors Consider Books, Magazines & Online Media as Best Sources of ‘Education’

There is no clear investor-education authority insofar as investor education is concerned, a new survey by the CFA Institute showed. Among seven information sources listed in the poll, books, magazines and online media emerged as the top choice, garnering

A golden age for wealth management?

At the end of last month KPMG suggested we are entering a golden age as regulatory confusion clears. We ask four wealth managers what they think.

Channel Islands to undertake cryptocurrency review

The CIISF will be undertaking an in-depth review of the issues around cryptocurrencies

Banks and asset managers cheapening funds of funds - report

It also highlights Santander’s Max 50% Shares fund and the Old Mutual Voyager Diversified fund, both of which use several of their own funds.

Swiss asset management costs 'don't paint whole picture', experts warn

Swiss Pensionskassen are paying on average 0.42% of their managed assets in asset management fees, according to a survey by pension fund association ASIP.

Most Investors Simply “Follow Their Gut” When Making Decisions - RESEARCH

Investors worldwide are at an impasse on reaching their financial goals, relying on little more than gut instinct as a guide to investing success despite admitted lack of investment knowledge, according to a recent survey from Natixis Global Asset Managem

Fund managers eye bumper inflows over next 5-yr

When you recognise that relatively recent net new money growth rates for the overall industry have been in the range of 3 per cent to 5 per cent

Research and Markets: Challenges and Opportunities for the Wealth Sector in Hong Kong 2013-2017

This report is the result of extensive research covering the high net worth individual population and wealth management market in Hong Kong.

People Ready to Give Up Alcohol, Chocolate, But Not Their Phones

Many of the participants considered their devices to be more important than coffee and television

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.