Managers of Wealth

JPM joins fund firms pledging to swallow research costs

We also utilise external analyst research where we believe it can add value to client portfolios.

Emerging countries that have a structural shortfall in savings "jump" from a vicious circle to a virtuous circle

Since mid-2016, these emerging countries have been in this second type of (virtuous) equilibrium

Industry attitude to robo-advice shifts as 20% of advisers consider development

The survey of 104 advisers revealed that just 2% of respondents have already adopted robo-advice

RIAs, Family Offices A Rising Influence On Private Equity Markets

Private wealth advisors, especially a multi-family office or RIA, are more proactive with the way they’re handling these investments

High Net Worth Travelers Love Their Travel Agents

Over the past 10 years, more agents have focused on luxury travel.

Millennials are driving a $9 trillion change in investing

Investor Survey shows awareness and interest in sustainable investing continuing to climb steadily – 75% of individual investors and 86% of Millennials are interested in sustainable investing1

Hip hip hooray – we’re worth £10 trillion

Much of the latest increase was accounted for by still-surging house prices which went up 4.9 per cent in 2016. Property

ETFs are taking over the world, and there's nothing anyone can do to stop them

Singer, founder of Elliott Management, told clients in a letter last week that exchange-traded funds are "devouring capitalism"

Total UK wealth tops £10tn thanks to City and property boom

Soaring value of homes and financial assets will fuel debate about inequality, as report reveals many Britons are not saving

Fifty Years On, Southeast Asia Emerges as Global Growth Leader

The goal of integrated economies remains a long way off.

Private Banking: Zero Profit-Taking

The demand rocked confidence in Deutsche Bank and triggered billions of dollars in withdrawals by clients.

Creating new wealth on Sardinia, without cash

Sardex gives businesses who want to join a credit line based on the product they have, as well as what they require.

New Study Lauds Fund of Hedge Funds Selection Capabilities, But Questions Fees

The FOHF business model has been much derided due to the duplicitous fee structure.

Nikko Asset Management to invest in US fintech researcher

New York startup aided Japanese company with successful financial tech fund

Even the wealthy balk at the cost of advice

The proportion of British investors who claim to invest with no help or advice from experts continues to increase – up from 40% in November 2016 to 44% in May 2017.

Why wealthy Chinese need to understand succession planning

It is essential for wealthy families to seriously consider succession planning and realize how gaps in their understanding of it can lead to complex legal battles.

Why wealthy retirees aren’t shy about stocks

For its survey, the wirehouse polled more than 2,000 retirees and pre-retirees, each with more than $1 million in investable assets.

Money manager M&A deals plunge in second quarter after spike to start year

PwC attributes the drop-off to several factors.

Spectrem's Millionaire Investor Confidence Indices on Upward Trajectory

Investors Holding Positions Despite Lack of Progress on Key Government Initiatives

Revealed for the first time: just how much gold is in London's vaults

The data was published by the London Bullion Market Association (LBMA) as part of a new drive to provide greater transparency around the gold market and encourage investors to buy into the precious metal.

Research