Managers of Wealth

SEI Study: Grasp of Complete Financial Picture Critical to Wealth Managers Retaining High-Net-Worth Clients

The world's up-and-coming wealthy, customer focus is the number one factor in their ongoing relationship with their wealth manager, and, generally, wealth managers are meeting clients' fundamental expectations.

New Mood of Austerity Takes Hold Among Affluents, a New Unity Marketing Survey Finds

Those companies that market to the affluent consumer segment are going to have to be on the top of their sales game on this year, as a new attitude of austerity takes hold.

Standard Life predicts an expansion of M&A activity in 2015

There will be further expansion of mergers and acquisition (M&A) activity into 2015, according to Standard Life, the global investments manager.

Wealth Managers Capture Larger Share of Client Wealth Over a 20 Year Time Frame

According to a study released by SEI, NPG Wealth Management, and Scorpio Partnership, the world’s millionaires increase assets held at a wealth manager by 18% over a 20 year relationship.

British expats pick UAE over Europe and the U.S.

British expats on the warpath for a life packed with fun in the sun are now swerving away from traditional European hotspots and are instead increasingly favoring the United Arab Emirates, a report has found.

Raise Taxes to Fix the Wealth Gap, Millionaires Say

In the heated debate over inequality, the wealthy are usually portrayed as the cause rather than the solution.

GSAM's Third Annual Insurance Survey Reveals Ways Insurers Combat Low Yields

Goldman Sachs Asset Management has released its third annual insurance survey with results indicating that insurers are looking to increase risk to combat low yields.

know when to hold ‘em, know when to fold ‘em - Stephen Gallo, BMO

FX is ready to call Draghi’s bluff, and it will need a very, very good reason to not do so this week

Billionaire Brothers Dominate Wealth-X List Of Singapore’s Richest Property Tycoons

There are 1,355 ultra high net worth (UHNW) individuals in Singapore with a combined net worth of US$160 billion, according to the Wealth-X and UBS World Ultra Wealth Report 2013. Among these are 27 billionaires with a combined net worth of US$64 billion.

How wealthy families blow their assets - Merrill Lynch Private Banking

People tend to be overly generous

Union Bancaire Privée: Seizing European Opportunities

We have all the ingredients for a successful year in European equities

The rising strategic risks of cyberattacks by Tucker Bailey, Andrea Del Miglio, and Wolf Richter

Research by McKinsey and the World Economic Forum points to a widening range of technology vulnerabilities and potentially huge losses in value tied to innovation.

Advisory Firms Need to Rethink Their Multigenerational Planning Offering to Adequately Prepare Clients for the Looming Wealth Transfer - Pershing

According to a study released from Pershing most advisors are not actively taking steps to prepare for the $30 trillion that investors will transfer to heirs over the next 30 years.

Which city pays its investment banking sales directors the most?

The highest median bonus goes to sales directors in New York, a close second to Singapore in terms of total compensation (base salary plus bonus).

Top earners capturing growing share of total income in many countries, says OECD

The share of the richest 1% in total pre-tax income have increased in most OECD countries over the past three decades.

‘Scale and Skill’: Why It’s Hard for Managed Funds to Beat the Indexers

For investors, the battle between actively managed mutual funds and their index-style competitors is like a decades-long sports rivalry. Index funds have been gaining ground for years, largely because their fees are lower and performance is often better,

Research