Managers of Wealth

Wealth Managers’ Digital Innovation Budgets Grow but Fail to Focus on Bold Change

In MyPrivateBanking’s view the survey results reveal how important an area innovation has become in the wealth management industry.

The next generation of adviser and client

The final barrier identified by the study was a lack of acknowledgement for the issue

How Will You Increase Your Impact In 2018?

“Investing in our team, measuring our impact with the kids more accurately, and hustling in more creative ways. Staying in start-up mode will keep things fresh and inventive. It’s all about the kids!”

Swiss inheritance wealth doubles in last 20 years

The study found that people are typically waiting later in life before they start putting wealth aside for beneficiaries.

China's asset management industry sees slower growt h as regulation tightens

The slower growth came as authorities work to contain risks arising from wealth management products, with regulators identifying and punishing illegal activity.

SS&C GlobeOp Hedge Fund Performance Index - December performance

The SS&C GlobeOp Hedge Fund Performance Index is an asset-weighted, independent monthly window on hedge fund performance.

Responsible Investing: Asian investors should not dismiss sustainable investing

Of the 20 indices in the Sustainability family, 16 have outperformed their non-sustainable counterparts over their life span.

UEFA study reveals growing wealth gap between European elite and everybody else

The huge impact of Financial Fair Play on European football, and how the measures have led to a more stable financial environment, is made clear in UEFA's latest club licensing benchmarking report.

Investors in Alternative Investments Driving Change in Manager Behavior - RESEARCH

Both reports were done in coordination with Preqin, a U.K.-based source of data and intelligence in the alternative assets industry.

World Bank upgrades global growth forecasts as recovery strengthens

For the first time in many years, the World Bank’s outlook for the global economy is better than expected rather than worsea

Banks Struggling to Cross-Sell Wealth Management

What to do if you’re a 95-year-old billionaire and you live in a country with inheritance taxes as high as 65 percent?

How High-Net-Worth Accountants Build And Manage Exceptional Teams

To be clear, team members are other professionals – specialists – that accountants bring into wealthy client situations

Avaloq's Fernandez: No Time to Lose in Asia

Francisco Fernandez, chairman of Swiss banking IT firm Avaloq, won’t go idle, despite having relinquished his operative responsibilities

Core values and governance vital wealth transition in to help transition HNW family businesses

“There is no right or wrong way forward,” said Wong.

Philanthropy Forecast, 2018: Trends and Issues To Watch

When I first started following philanthropy over twenty years ago, it was a pretty sleepy sector

For Advisers of UHNW Clients, Takeaways From a Billionaire Survey

Arts and sports ownership are important.

A majority of auto executives still think battery electric cars will fail, survey says

According to the survey, which polled nearly 1,000 executives (including 90 in the United States), more than three-quarters of executives think that fuel cell hydrogen vehicles will be the future.

Women Are The New Secret Weapon In The Financial World

The new hypothesis of investing is that Millennials can go it alone if they want just to invest.

Global economy to ‘heat up’ in 2018, says Standard Chartered

“Goldilocks” investment environment to give way as inflation rises, says bank’s annual outlook

What Working With A Wealth Manager Really Looks Like

Wealth management is an often misunderstood term

Research