Managers of Wealth

Sorting Through the Noise: Insight for Private Banks' Digital Agenda

Latest report reveals what APAC HNWIs would like to see in a more digitised wealth advisory model.

Baby boomers 17 times wealthier than millennials

Rachel Griffin, tax and financial planning expert at Old Mutual Wealth, said: "The long-term implication of this wealth inequality should be giving the government sleepless nights.

Riding the Asia Pacific growth wave

India and China lead the way in advancing the investment management industry

4 Ways The Financial Industry Fails Socially Conscious Investors

As most investors have historically set aside values to prioritize the bottom line, financial institutions haven’t felt an economic incentive to develop better solutions.

The unsolved mystery of who owns Sherlock Holmes’s original £130 million home

221b Sherlock Holmes Consulting detective 1881-1904

M&A, strategic tie-ups seen in asset management, PwC survey finds

However just 38% of the interviewed CEOs believe that robotics and alternative intelligence (AI) can improve the consumer experience.

Italy: the new Monaco for HNWs?

This is becoming even more prevalent now, with some long term UK resident non-doms choosing to leave the UK to avoid becoming deemed UK tax domiciled under the “15 out of 20 years rule” introduced with effect from April 2017.

Executives in asset and wealth management sector positive about growth

The asset management sector is expecting steady growth over the coming three years, boosted by organic growth in the short-term. The segment faces pressure on accessing key talent, with new ways of working, particularly digital, demanding new skills.

Philanthropy - Helping clients make the right choices

“There could be a social factor to it in that people want to commit because they see a lot of people coming to philanthropy.”

Investor Confidence Indices Register Slight Declines in March

This waning confidence among investors was also reflected in the Spectrem Household Outlook, which showed declining investor confidence about the future of the economy and household income.

Rich Millennials More Financially Confident Than Gen X and Boomers

High-net-worth millennials have more confidence than their older counterparts

Cape Town property ranked second-best performer in the world

Data provider Wealth-X predicts that the world’s ‘ultra-wealthy’ individuals should increase by 40% by the year 2022, and notes that the super-wealthy are acquiring both secondary properties and passports.

Opportunities and challenges amidst Asia’s wealth explosion

Consolidation might need to take place in the industry, according to some experts.

North America dominates Knight Frank's City Wealth Index

New York affirms global supremacy as London keeps pace

PwC: Optimism within financial services falls

Looking at the year ahead, regulation remains a key barrier to growth alongside competition from within the sector.

Here’s why the ultra-rich splash out on private jet travel

This report delves into this world to understand the private flying solutions the UHNW individuals

Financial Deals to Accelerate in 2018 Amid Continued Consolidation

"Consequently the banking sector will witness substantial consolidation at the national and regional levels."

Wealth managers need to up their game to reach out to Australian HNW expats, says GlobalData

Australian HNW expats are a lucrative target segment thanks to their more complex servicing requirements, which translates into higher fee income.

Women at Credit Suisse paid 29% less than men

Credit Suisse’s gender pay gap report was published under UK rules requiring companies with more than 250 staff to report on how women’s earnings compare to men’s.

Outright lies from a forged source by Tim Price

Not all social media are created equal.

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