Managers of Wealth

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.

The culture of whistleblowing - ignore at your peril

Many businesses reject the solid evidence that shows that not only is whistleblowing something every business should have, but also the evidence that whistleblowing will make their businesses better

Is meeting the fund manager a must?

For John Moore, senior investment manager at Brewin Dolphin, the personal information he can get from such meetings is important.

Invesco gains, Blackrock loses in FE 100 changes

Threadneedle’s fund was also among several of the firm’s products recently pulled from distribution in Taiwan, FSA reported earlier.

Big fund managers cagey on revealing post-Brexit plans

Just 22 of 57 the largest asset and wealth managers have made announcements

The ECB springs into action – but is it far too early? by Gary Dugan

The economy has taken a turn for the worse in the first half of the year with economic data coming in below expectations.

12 Best-Funded Fintechs In Switzerland

Avaloq provides digital and core banking software and a provider of software as a service (SaaS) and business process as a service (BPaaS) solutions for banks and wealth managers.

Asia-Pacific Ready for Take-Off? - RESEARCH

Financial incentives for private banking RMs to switch to independent setups are attractive given an average wage increase of 45-51% for those that make the change.

How to get narcissists to give money to charity

They’re not known for their empathy, but this trait can be exploited

Mutual Fund Inflows Increase Significantly in 2018: BNY Mellon's Pershing

Pershing Asset Flows Barometer takes a holistic look at how advisors have steered their clients' investments over the past year, and identifies relevant trends.

Revolut: Fintech Unicorn to Disrupt Wealth Management

Storonsky plans to provide an online equity trading platform without charging any commissions

Impact Investments Rocketed to $35BN in 2017

“They use a mix of proprietary metrics, qualitative information, the GIIN’s IRIS-aligned metrics, and other tools and frameworks,” GIIN said in a statement.

Impact Investing Could Displace Traditional Charitable Giving

Impact investing could displace traditional charitable donations, with men driving this replacement more than women, according to a new study in the US.

GIIN Annual Investor Survey 2018

Respondents collectively manage over USD 228 billion in impact investing assets, a figure which serves as the latest best-available ‘floor’ for the size of the impact investing market.

Will cheap advice turn off wealthy customers?

Robo-advice is expected to top $4 trillion in assets in four years.

Robotic Process Automation Software - Promising New Technology

The 2018 Financial Services Industry Survey Report confirms numerous compliance functions, from initial inquires through customer off-boarding, as key challenges for financial institutions

Personalized Socially Responsible Investing Continues to Grow - RESEARCH

High-net-worth Millennials, aware of these doing-well-by-doing-good dynamics, increasingly look at philanthropy and investment through a single lens.

Research