Managers of Wealth

Last Time Buyers’ housing wealth to pass £1trillion this year

New report from Legal & General reveals

Millennials now more bullish about finances than baby boomers — study

The startup boom, quality advisers and a rise in alternative lending have created increased confidence among millennial investors, writes Arun Kakar

Global philanthropy tips $1.5 trillion, report finds

Despite this, 58 percent of the foundations identified do not collaborate with other foundations.

Coutts London Prime Property Index | Q1 2018

In our latest edition of the Coutts London Prime Property Index, we look at how prime London markets are performing so far this year and discuss what’s next for the capital’s residential property market.

Financial Planning For High-Net-Worth Women With Stay-At-Home Husbands

Many of her clients are female entrepreneurs, finance executives, entrepreneurs, investment bankers and business owners with—in many cases—stay-at-home husbands who look after the children.

Buyer Beware: the dangers of viewing art as an investment

True collectors are likewise not driven solely by the desire to acquire objects, but also by a desire to acquire knowledge.

Cricket’s Ball-Tampering Scandal: 10 Lessons for Financial Services

A recent sports scandal provides helpful guidance for current efforts to improve conduct and culture in the financial services industry.

75% of the ultra-rich forecast a US recession in the next two years, survey finds

Ultra-high net worth individuals (HNWI) are generally classified as anyone with more than $30 million in liquid financial assets, and high-net worth is defined as having more than $1 million.

Women Have Fundamentally Different Journeys to Financial Wellness, Merrill Lynch Study Reveals

Study Finds Women Confident in All but Investing

The century club - UBS Research

“As much as investors look forward to living 100 years, the prospect is creating anxiety for them, too,” said Paula Polito

For a Huge Chunk of Millennials, Net Worth Has Tanked in the Last 3 Years

The decline in net worth is particularly acute for young adults who have a college degree and debt.

Quilter Cheviot asks how investors can help reduce plastic pollution

In the UK alone, we use over 13 billion plastic bottles every year, with only half being recycled.

Jersey Deal Value Jumps in 2017

Over the course of 2017, Jersey recorded a total of 129 deals, representing USD19.4bn in value.

Elite Advisor Firms Aren’t Feeling Fee Pressures: Pershing

Large firms’ biggest challenge in 2018 is hiring and development of talent, Pershing found in a poll.

Say hello to the No. 1 threat to your $11 million inheritance

Attorneys, accountants point to family conflict as the biggest threat to estate planning.

Ex-UBS exec: why I quit to become an entrepreneur at GMG

GMG, a financial services provider, launched a new model for wealth management, targeting independent asset managers and private bankers willing to leave their companies.

Iceland’s Richest 5% Own About Half The Country’s Wealth

According to the Ministry’s own data, the top 5% of the richest families in Iceland brought in 22.2% of the total income earned in the country

Where the World’s Ultra Rich Population Lives

Sitting at the top of the list is the United States with 1,830 people that hold fortunes larger than $500 million.

Investment trends of SA's super-rich

This rise will be fuelled by increased allocations to foreign property, foreign cash and foreign equities, according to the report.

UBS introduces first pure green investment portfolio in Asia

The Swiss private bank launches a portfolio that only invests in stocks or bonds with a good sustainability track record