Managers of Wealth

Who will write the wealth industry’s future: Big banks or robo advisors?

To be sure, Stein’s corner of the market has become crowded as even more firms add digital advice platforms.

Burgeoning family offices manage $5.9 trillion - Campden

The total estimated wealth of the families they work for stood at $9.4 trillion.

Changing attitudes about cyber security

Companies should embed a risk-based mindset across every level of their organization.

Alexander Navab, Businessman and Philanthropist, Passed Away, 53

From 1987 to 1989, he was with Goldman, Sachs & Co. where he worked in the Investment Banking Department

Burberry - a good start to the year

The shares moved 8.5% higher after the announcement.

A Generational Shift: Family Wealth Transfer Report 2019

A Generational Shift: Family Wealth Transfer Report 2019 provides unique intelligence to understand how current wealth patterns will evolve over the next decade.

Challenges facing family offices: what is holding you back?

Family offices are often managing assets that range from traditional equity to global markets to private equity to real estate holdings and fine art.

A Look Ahead: Luxury Marketing Trends for 2020

Furthermore, the world’s largest economy (U.S.) is also showing signs of slowing, and according to the Duke University/CFO Global Business Outlook survey, 48.1 percent of US CFOs predicts that the country will enter in recession before the 2020 pres

ESMA publishes report on the licencing of FinTech firms across Europe test

The Report addresses one of the five action points of the European Commission FinTech Action plan, namely ESMA’s mandate ‘to map current authorising and licensing approaches for innovative FinTech business models in Europe’.

Only 10% of multimillionaires in Britain donate to charity

Charities could receive an extra £2bn in funding if just 10% more of the ‘super-rich’ decided to donate

SS&C GlobeOp Hedge Fund Performance Index and Capital Movement Index

SS&C GlobeOp Hedge Fund Performance Index: June performance 1.67%; Capital Movement Index: July net flows decline 1.28%

Asset management ‘way behind’ on AI, experts say

Panellists at Financial News event talk AI, sports coaching and the problem with accelerators

How demand for renewables drives M&A activity - EY

Renewable energy is top of mind for a variety of stakeholders, including strategic investors, financial sponsors, corporations and governments.

Richest people on Earth are 2 TRILLION dollars worse off than they were in 2018

Despite this, wealth management firms maintained stable levels of customer trust and satisfaction throughout the year, though better personal relationships are still key for enhanced performance of firms which can be achieved through effective utilization

Research