Managers of Wealth

Who’s topped the latest Spot the Dog list?

Aberdeen reappears as the asset manager with the most poorly performing fund, alongside St James’s Place

Are millennials wasting money on status symbols?

If millennials are obsessed with showing off luxuries, there could be a sobering reason

WM Survey: 50% of readers shift portfolios for rising rates

The surprise fall in June inflation figures to 2.6% from 2.9% in the prior month was widely perceived to have earned the BoE some breathing space.

Delivering a new wealth management experience

There is one key expectation that I am very focused on: to continue the growth trajectory and strategy that have worked so well for us in the past.

What Does the Last 4,500 Years Tell Us About the Future of Wealth?

Homo sapiens, the thinking ape, has become homo pecuniae, the money monkey.

Coutts Luxury Price Index Lifts The Lid On Rising Price Pressures

Our new research finds that, in the last year, luxury goods and services came with higher inflation than more mainstream products.

UK Wealth Management at a Crossroads, According to New SEI Report

The results of this research are the basis of our paper 'Wealth Management at a Crossroads'. It shares the insights gained from one-to-one interviews with wealth management executives from 12 of the top 50 UK wealth management firms representing

Better benchmarking for Greater China

It later moved on to stocks, ETFs and other investments.

Unlocking global wealth through gender parity

According to a McKinsey report, achieving equal labour participation rates between the genders could boost global GDP by US$12 trillion within a decade.

Australians believe it takes $5.3 million to be rich

Finder’s money exert Bessie Hassan said the idea of wealth had shifted dramatically

Sudden wealth isn’t necessarily good

'Bad things happen' when you hand someone a sizable check

Uncovering Offshore Financial Centers

The building blocks of our method for identifying OFCs are what we call global ownership chains (GOCs)

Wealthtech scores record number of deals in Q2 2017

UK-based challenger bank Atom Bank received the most investment of any Wealthtech company in the first two quarters of 2017.

Regulatory Challenges a Top Concern for Executives in North America and Asia-Pacific - RESEARCH

Nearly Half of Respondents in Both Regions Plan to Increase Investment in Risk and Reporting Compliance Solutions in 2017

The changing landscape of social-impact investing

This discussion is excerpted from the video series What happens next—usually available only to McKinsey firm members—in which Barton has in-depth conversations with colleagues and outside experts on topics relevant to our clients.

Wealth Manager's 25 most popular fund managers in H1

The Citywire A-rated manager is currently responsible for investments and analysis in European smaller companies.

Old Europe is launching a new Europe - UBP

The calm after the storm.

The World is Getting Older − Policy Needs to be Wiser - RESEARCH

Above all other issues, one factor holds the greatest sway over retirement security: demographics.

Hong Kong’s private wealth assets grow by 9%

This year, a total of 575 firms responded to the survey on a voluntary basis.

The top 10 companies for women in 2017, according to female employees

Overall job satisfaction, perceived gender equality at work and whether they would recommend other women work at the company.

Research