Managers of Wealth

Coutts Mid-Year Investment Outlook 2014: The Case for Vigilant Optimism

The publication provides insight into the strategies long-term investors should consider and focuses on the room for optimism in global markets.

The Most Successful Advisors Adapt to Client Communication Preferences - Pershing

New Channels of Communication Have Raised the Bar for Effective Advisor-Client Engagement

Why retiring abroad is now branded 'a luxury' with some popular destinations even pricier than the UK

Living abroad 'no longer an option for average Briton' say experts

Profile: The top 30 under 30 star shaking up discretionary distribution

This makes it a slightly unusual place to encounter a company often compared to disruptive discretionary businesses such as Nutmeg.

The Midas Touch - Wealth preservation and the world's high-net-worth investors

The priorities for a high-net-worth individual (HNWI) are: protecting their wealth in order to afford a comparable lifestyle throughout their retirement, actively growing their assets to support the needs of their families, and leaving an adequate estate

SEI Survey: Majority of Advisors Cautiously Optimistic About Economic Growth

Technology Upgrades a Focus to Improve Business Operations

Recently Released Market Study: High Net Worth Trends in France 2014

This includes demographic trends (2009-2013) and findings of the proprietary Wealth Insight HNWI Database.

Airbus provides insights into billionaire buying habits

The study also found that luxury still has a meaning for billionaires

Society needs educating on the importance of financial planning and wealth management

The in-depth discussion was wide ranging and demonstrated the diversity that exists in this sector.

Who are the best football forecasters in financial services?

Goldman Sachs has had a go, but now Financial News wants to hear from other football forecasters in the City of London and beyond – with an iPad Mini up for grabs.

Assets of German Millionaire Forecast to Grow 25%

The number of German millionaires is expected to rise by 11% over the next four years, but wealth distribution remains uneven.

7 changes to asset management operating models - Ernst & Young

Firms are responding to these forces by transforming their operations in seven ways, detailed below. They understand that standing still is not an option if they hope to compete successfully

Millionaires reveal their top five past investing mistakes

In the global deVere Group survey of 880 high-net-worth clients, when asked to reveal their number one investing mistake before seeking professional advice from deVere, 23 per cent cited failing to adequately diversify their portfolio.

The $1 Billion Club – Largest Hedge Fund Managers Dominate

There are currently more than 500 hedge fund managers with $1bn or more in assets under management.

Prime central London property market heading for 0% growth next year

‘The average number of daily registrations in May was about a third lower than the same month in 2013.

‘Reverse Pacino syndrome’ drags on wealth

Everything we do is fundamental and performance-driven in nature

2014 Internet Trends

Data behind the rapid growth in sensors, uploadable / findable / shareable data, data mining tools and pattern recognition

Business improves around the globe - Coutts

The latest round of purchasing managers’ indices (PMIs) of business activity has reinforced our positive outlook for a broad-based recovery in the global economy.

Report suggests that wealth management companies could spend their IT investment more effectively

On the positive side, there is growing confidence in the wealth management sector and investing in new technology is perceived to be central to business growth

It's A Rich Man's World: Capital In The Twenty-First Century

Neo-liberal economic policies will lead to more and more inequality and social unrest, argues the author of Capital in the Twenty-First Century. Policy makers should take heed of this important book.

Research