Managers of Wealth

Indian ultra-rich increasingly taking family office route for investments

According to the report, which studied 78 families of wealth in India, nearly half (49 per cent) utilise family office services.

The number of billionaires in Australia is about to double

Australians are getting wealthier, with almost three out of every ten worth $US1 million or more.

Australia's best universities and degrees for creating wealthy people

The University of Melbourne, followed by the ANU and the University of Sydney are the best at producing wealthy people, according to research by New World Wealth.

Rare gold coins found in Israeli city of Caesare

The discovery was made during an excavation and conservation project at the Caesarea World Heritage site.

Under the influence by Tim Price

The Internet is enabling conversations among human beings that were simply not possible in the era of mass media

The Man Behind India's First Multi-Family Office Shares Why It is a Sunrise Profession

Kohli aims to make CA as one top preferred private wealth management company but setting up the venture wasn't an easy task

You really can get 5-star luxury at 3-star prices

'Lean luxury’ hotels are breaking the mould with high-end services at low rates by ditching fripperies

George H.W. Bush, 1924-2018: Golf loses one of its greatest advocates

Golf lost an important advocate on Friday, when Bush, the 41st president of the United States, died, his family said in a statement.

Global Wealth Management Platform Market 2018-2025

Wealth Management Platform Market 2018-2025

Emerging cities could attract $29 trillion in climate cash

Yet the challenge of global warming also offers an opportunity for cities to attract investment as they pursue low-carbon development options.

We're building a new type of philanthropy, says CEO of Edmond de Rothschild Foundations

The initiative has three objectives, all with the intent to get these families to participate and engage with locals.

No more ‘smoke and mirrors’ in product propositions

The days of firms having “a secret guy in a back room who knows this or that” no longer exist, and real value now lies in the quality of advisory, and helping clients navigate the impacts of increasingly complex - and often onerous - global ta

Digitalization Is Reshaping Wealth Management - RESEARCH

In an industry ripe for change, data-driven robotic process automation and artificial intelligence have a clear role to play

Vistra releases industry report

The report reveals that the corporate services industry has never been so vital in underpinning globalisation

Advisor tech upgrades aim at 'dangerous gap' in client experience

“Data aggregation has become a staple in helping the collection of the totality of an individual’s or family’s wealth,” says Bill Crager, president of the turnkey asset management provider Envestnet.

State Street Global Advisors' 2019 Global Market Outlook

US Shines Brightest, But Prepare to Pivot as Opportunities Shift

Capgemini’s Asia-Pacific Wealth Report 2018

Satisfaction with wealth managers remains considerably lower than levels in the rest of the world; hybrid-model1 prioritization and closer customer connections are critical to wealth management firms’ success as BigTech disruption looms

Global wealth rising at cost of environment: UN report

The Inclusive Wealth Report 2018, the full findings of which will be released in coming weeks, was curated by over 200 economists from around the world.

Rising Interest In Succession Planning Amongst Wealthiest Clients

The study «Succession Planning 2018: Perceptions and Opportunities for HNWIs» was conducted from February 2018 to September 2018 included in-depth interviews with over 100 HNWIs, with special focus on Hong Kong and Singapore.

How to Survive the Incoming Financial Crisis

Another recession is coming. Luckily, one entrepreneur is backing a portfolio of startups that just might save you.

Research