Managers of Wealth

Guernsey and the PIF - hitting the sweet spot -Appleby

Wealth, size and popularity of the game were all found to be correlated with success, but these elements made up less than half the story.

Most powerful passport in the world: Global ranking puts UK in top five - who came on top?

THE MOST powerful passport in the world for 2018 has been revealed, with the UK charting at a respectable fourth place in the global ranking. Which countries managed to come ahead of the United Kingdom?

SS&C Finds Asset Managers' Operating Margins Fall as AUM Declines For the First Time in Five Quarters

Analysis indicates market volatility impacted asset managers in Q1 2018

Intelligent automation could add $512 billion to the global revenues of financial services firms by 2020

Only 10 percent of companies have implemented the technology to scale, with the majority of firms struggling with business, technology, and people challenges.

Morningstar Analyst Ratings – weekly update

Morningstar weekly roundup of Analyst Ratings and fund research reports

2018 global blockchain survey

Deloitte’s new global survey of more than 1,000 global blockchain-savvy executives from seven countries and nine industries is a leading indicator of where blockchain is headed.

Euromoney names the world’s best banks in its 2018 Awards for Excellence

Bank of America and Citi win top prizes; Credit Suisse’s Tidjane Thiam is named Banker of the Year; Asian banks make their mark in global awards.

Rich people of different ages prefer to spend their money in vastly different ways

Many also want to leave their children or heirs with means to live a comfortable life (45%) and use their wealth to reach entrepreneurial success (45%).

HNW clients demanding an enhanced digital experience

In|Vest 2018 brings together the entire wealth management industry

IRESS sees continued increase in protection new business applications in H1 2018

This growing popularity reflects the positive steps taken by providers in the market to make products more innovative and introducing new initiatives that are engaging more people with the benefits of protection.

Mauritius is the fastest growing wealth market in Africa - research

Access to first class food & produce – prime shopping centers, food lovers market.

Moody’s expects sovereign green bond issuance to accelerate

Seven sovereigns have so far sold green bonds totaling $25.5 billion, raising funds for climate mitigation programs.

Robo and platforms to grow UK assets £100bn by 2023

The focus will shift from the provision of online decision trees leading consumers to a pre-packaged portfolio, and move more towards advice.

Billionaire’s Secret Buyout Formula: 110 Instructions and an Intelligence Test

Vista, which has done more than 300 deals, tells investors it has never lost money on a buyout

Revealed: The leading wealth managers of 2018

There are new entrants to the UHNW and HNW top tens of the Spear’s Wealth Managers Index, after another fascinating bull market year

Asset management in china expect growth

If China gets to 10% by 2030 it will be at a place “roughly comparable to where the US stood in 1990.”

Number of high net worth individuals considering emigration down

From the survey, we can see that visas and overseas property purchases have become the new guarantee of economic security for Chinese HNWIs.

Asset Management Fee Compression Accelerates

New research from Cerulli points to a number of drivers behind the acceleration in asset management fee compression, tied to improved automation and stronger competition; the research and analytics firm also analyzes the competitive landscape of “ro

Fixed income fund strategies for a post-QE world

The era of the world's leading central banks flooding the global financial system with liquidity is over.

Morningstar Analyst Ratings – weekly update

Weekly roundup of Analyst Ratings and fund research reports

Research