Managers of Wealth

Will banks ever learn? by Marten Nelson

Banks must realize who their real competitors are and form new alliances to address these new threats.

HNWIs want personalised services enhanced by technology, says new report

Both HNWIs and mass-affluent investors want to enhance their relationships with wealth managers through more personalized services

Calastone study reveals returns and fees are the investment priorities for millennials not ethical investing

Long term returns and fees came out on top, with 53% of millennials rating them as their key consideration when choosing investment funds.

Nearly Half of Investment Professionals Expect Their Roles to Substantially Change within the Next Decade

CFA Institute Report Identifies Skills Needed for Career Success against Backdrop of Disruption

Helping Women Overcome Society’s Outdated Messages on Money

Men, Ms. Krawcheck said, are conditioned early on to be more aggressive investors, often receiving financial advice geared toward beating the markets and generating immense wealth on Wall Street.

How A Montblanc Pen Can Help You Reconnect With The Entire Planet

“With this StarWalker campaign, Montblanc is giving people a taste of the emotion astronauts experience as they look at the Earth from space and feel that unexpected longing for home.”

25 Ways to Live Longer

No one has found the fountain of youth—yet—but there are certainly steps you can take to fend off disease and increase your longevity.

UK wealthy changing advice firms to get more ‘attention’

Clients feel alienated as wealth managers forget ‘how much they value a personalised approach’

Whisky tops the Knight Frank Luxury Investment Index

The data providers for the Knight Frank Luxury Investment Index share their thoughts on the past and future performance of some of the most popular asset classes in the index.

Resolving the Corporate Actions Paradox -The Case for Automation

The industry response to this risk and complexity has been to establish best practice, but this has introduced the paradox that risk can be reduced, efficiency increased, and services improved, but rarely all together.

Artificial intelligence in banking

A lever for profitability with limited implementation to date

The Global Business Complexity Index 2019

Navigate the risks and opportunities of doing business in 76 jurisdictions around the world.

Millenials Driving New Era of Investments with an Impact

According to a global report published this month, an overwhelming 97% of the Next Generation - either Gen Y or Gen Z - are interested in actively managing their family's investments.

ASEAN expected to see surge in Chinese investment over the next decade - RESEARCH

Being one of Asia’s financial hubs, it is easy to access credit while start-up costs and taxes are low.

Mideast HNWI wealth to grow 6pc: report

The strongest growth rates were observed in Emerging Markets at 7-8%, while Developed Markets trailed behind at 2-3%.

Middle East and Africa 'the engine for growth' for global wealth managers

Private high-net-worth wealth in the region is expected to grow by 6 per cent annually until 2023, says a new study

Financial centres in competition – EU market access as key factor

An institutional framework agreement with the EU is a prerequisite for improving access to the market.

Listed: The UK’s richest hedge fund managers 2019

BlueCrest Capital Management's Mike Platt extends his lead as the UK's richest hedge fund manager

Generational wealth: how to become your client’s long-term partner

Building client connections that span family networks

How Much Money Do You Need to Be Wealthy in America?

The exact amount can depend on how old you are.

Research