Managers of Wealth

15 property millionaires created every week

That figure is twice the combined market capitalisation of the 50 or so firms listed on the Irish stock exchange and €120bn more than Irish GDP last year.

Investment Advisors Need To Grow Their Practices Organically Or They Will Likely Fail

At the same time, some broker/dealers have made considerable efforts to grow by bringing over new investment advisory practices.

Myths surrounding the purposes of tax havens

Offshore financial centres (OFCs) are alleged to be hotbeds of tax evasion. Their role in facilitating individual and corporate tax planning, which is entirely legal but politically controversial, has also come under the spotlight.

Rolls-Royce, led by Warren East, has secret patent for electric jets

Rolls-Royce announced plans last week to cut 4,600 jobs — confirming a Sunday Times story — to free resources to invest in new technologies such as electric propulsion for planes, ships and trains.

Wealth firms in 'early stages' of 'complete transformation'

As the Digital Landscape Evolves, Institutions Must Leverage the Full Spectrum of Available Data to Create Personalized Client Experiences, Deepen Loyalty, and Create New Value, Says Report by The Boston Consulting Group

A bad time to invest in emerging markets?

A huge inflow during April has been followed by a period of extreme volatility

Value Of Premium Wealth Management: Survey Shows What Investors Really Want

Engaging clients with broader relevance, proactive skills, and a modern hassle-free user experience have replaced beating the index

Responsible investments: Separating the wood from the trees

Executive director of Pengana Capital Group, Adam Myers, agreed, adding that the trend is consistent with increasing awareness.

How to build trust with skeptical HNW clients

As a result, they can be suspicious and slow to trust even ethical financial advisors who specialize in meeting their needs.

Peace of Mind and Happiness Trump Your Clients' Material Wealth Goals

Meanwhile, 28% of men value the power and influence that wealth brings

Wealthy Brits brace themselves for Brexit uncertainty

Investors find their nerves tested by political volatility in the UK

Wealth Access Named Three-Time Finalist in the 2018 WealthManagement.com Industry Awards

The leading account aggregation and personal financial management (PFM) platform was nominated in the TECHNOLOGY PROVIDERS: Wealth Reporting/Personal Finance Managers category.

UK Asset Management Firms Ramp Up Brexit Preparations

Data is king

KPMG: Hooray, Henry! (High earners not rich yet)

Just 50% of firms have active customer retention measures in place, accroding to KPMG.

Falling expat mortgage interest rates and weak UK housing market favour expat buyers

As the threat of an increase to UK Base Rate and with it expat buy to let mortgage rates recedes, Offshoreonline reports several lenders have begun to cut expat mortgage rates and reduce bank administration fees.

Young wealthy women taking the reins on family financial planning, study finds

An extraordinary 72 per cent of younger women said they were primary financial planning decision-makers in the household

Succession Planning: A beginning to preserving family wealth

This article endeavours to provide a snapshot of five key trends in the realm of succession planning in India

Scorpio Partnership 2018 Global Private Banking Benchmark

Many wealth managers present in Asia continued to increase their focus in this region in 2017.

Young high-net-worth Canadians inspired and optimistic they will have a positive impact on the world

Survey reveals generational differences among wealthy Canadians on philanthropy, legacy and social responsibility

Fund groups lacking dedicated A-share analysts

Janus Henderson has only two analysts dedicated to China and A-shares within its Asia ex-Japan team, for example.

Research