Managers of Wealth

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.

Dubai's rising super rich set to boost luxury property sector

Developers line up prime properties to cater to the ultra-rich population

The Wealthy Are Embracing Cryptocurrency – More Than 30% Invested in Cryptocurrency Markets

This survey shows and demonstrates that these wealthy investors are not able to ignore the potential of cryptocurrencies in the economic and financial world.

Asia lagging behind in socially responsible investments: Report

Other talking points at the conference include the need for early-stage funding for social enterprises here.

Behavioral Trust Building with HNW Clients

With affluent clients especially, communication is key.

Life after MiFID II and GDPR – new research reveals the future of compliance

Every new rule and regulation can ultimately be turned to commercial advantage, with 93% of respondents saying that compliance could be used strategically

Young rich Singaporeans keen on sustainable investing: survey

Releasing the results of the survey on Thursday, the bank said over 400 investors were asked in Singapore, Hong Kong, China and India to determine their motivations behind sustainable investing and how well they understand it.

The Parent Trap: Avoiding Common Multigenerational Wealth Planning Pitfalls

Advisors are in a prime position to play a central role in generational wealth management for HNW clients and families

Most valuable luxury brands revealed

This is the first year where every category has seen growth.

UK publishes its Rich List featuring Greeks and Cypriots

Their wealth stands at £2,200m.

Investor demand drives growth in responsible investment by hedge funds

Around 40% of the respondents said they are already investing using responsible investment principles, with total assets in such investments worth $59 billion

What living abroad will cost you in these 13 cities

But how do different cities around the globe compare to one another in terms of cost?

Cost of living in cities around the world

Key highlights from our 2018 ranking

Wealthy want to ‘do well and do good’

Desire to make a positive impact is very strong among region’s wealthy

Over half of Chinese singletons looking for partner with matchable wealth

The respondents are from both urban and rural regions while 46.9 percent are male and 53.1 percent are female, it said.

Crowdfunding in Switzerland at Record High

The Swiss crowdfunding market has grown significantly more rapidly than those of neighbouring countries.

The rich get richer in Hungary

The number of private banking accounts is around 40,000 in Hungary

Family Governance Without Borders

If that business is sold, the ties that bound them together disappear

Research