Managers of Wealth

Subscription models of financial advice emerge

These companies have turned a product into a service."

Research - Non-financial performance measurement is biggest hurdle for ESG investing

This more nuanced approach to sustainable investment requires the development of more complex metrics, benchmarking and monitoring.

Stop worrying about millennials, the opportunities lie elsewhere

Over the past few years, the next-gen focus generally has been on millennials, with the Gen-Xers ended up neglected.

Billionaire women on the rise, especially in Asia

Asia has seen the strongest growth rates for female billionaires over the last decade, to 25 from three.

Why Luxury Companies Need to Pay Attention to the Newly Wealthy

Just as a gold digger goes after an older mate with deep pockets, so the luxury market has traditionally kept a focus on the mature top 5 percent.

Two private jets but I'm middle class, says Germany's 'anti-Merkel'

Friedrich Merz, frontrunner to become next CDU leader, says class is not just about money

Gartner’s top 10 strategic tech trends for 2019

This combinatorial effect of multiple trends coalescing to produce new opportunities and drive new disruption is a hallmark of the Gartner top 10 strategic technology trends for 2019.”

Danske Bank WM's CIO names the one sector to avoid

This was part of a broader 5% move into equities, which also included an additional 2% allocation to the US equities and a further 0.5% being invested in eurozone equities.

Appetite for alternative assets grows among HNW investors

The survey of 120 of Connection Capital’s private investor clients found that 25 per cent have a fifth or more of their portfolio allocated to alternative assets, including private equity, commercial property and hedge funds.

Help HNW clients with high-impact philanthropy

The clear-eyed math shows that if an ultra-wealthy family wanted to spend down half its wealth in a 20-year time frame, the family would need to donate more than 11% of its assets per year — a tenfold increase over average current levels of giving.

View from Asia-Pacific:The art of giving

But in 2018, at a time when personal wealth in Asia is at an all-time high, new reports have suggested that the Asia region is lagging further behind than it should be.

Swiss Bankers No Longer Top-Paid

The banker and politician said this is a healthy development, illustrating that the market works in both directions.

Life lessons of the rich and famous: Why you need an estate plan

Under the latest tax law, passed late last year, only those with more than $11.2 million in assets ($22.4 million for a married couple) are subject to federal estate taxes.

London remains hot property for billionaires despite Brexit woes

European buyers were the most dominant investor group in Central London in Q3 this year

Women in Finance Charter

The 'Women in Finance Charter' asks financial services firms to commit to implement 4 key industry actions.

Lessons from Eight Successful M&A Turnarounds - Boston Consulting Group

This insight is meaningful, as about 40% of big-company mergers require some kind of turnaround, according to Lessons from Eight Successful M&A Turnarounds

Luxury liquor brands rich Africans love

These are the alcohol labels that Africa's ultra-wealthy love to drink.

UBS lures more money from U.S. super rich to Switzerland

Although many U.S. customers continue to hoard money at home, they are increasingly interested in a broad diversification of their assets.

This Is the Number 1 Sign of High Intelligence, According to Jeff Bezos

This is what the Amazon founder looks for when he wants to know if someone is really smart.

Cryptoassets have arrived, but what will it take to secure their future? Institutionalization, says KPMG report

Key challenges remain including cyber security, regulatory compliance, fork management and accounting.