Managers of Wealth

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

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.

Research