Managers of Wealth

Baby Boomers Hoarding Half Of Britain’s Wealth While Young Are Worse Off, Says Think Tank

Today’s young have the ‘bad luck of being born too late’.

UK on the cusp of large-scale wealth transfer according to new research commissioned by St James's Place

But will make a powerful contribution to the economy in the years ahead, according to the new findings.

How many millionaire households there are in South Africa

BCG told BusinessTech that its data showed that South Africa had 22,700 millionaire households in 2016, placing it 53rd out of 98 countries in its report.

FinTech companies are beginning to make their mark on the global financial services market

FinTech companies know the digital space well.

Looking to Attract Younger, High-Net-Worth Clients? Focus on Authenticity and Transparency

"Younger generations are poised to earn and inherit significant wealth in the years to come," says Katie Swain, ‎director of financial solutions at Pershing.

Into the Wilderness

“We are releasing the computer into the wilderness” announced Hendrik Leber of Acatis Asset Management in March.

Benefits of robotic process automation and cognitive intelligence in M&A

Next-generation tools for banking data conversions

The world's 25 biggest private banks

While the industry overall registered growth, some of the household names fell back, while Asian private banks cemented their position as a growing influence.

Looking to Attract Younger, High-Net-Worth Clients? Focus on Authenticity and Transparency

With billions of dollars at stake as the next generation accumulates unprecedented wealth, firms looking to attract and retain these investors must revisit their strategies

Tax evaders exposed: why the super-rich are even richer than we thought

Analysis of a massive trove of data – much of it leaked from tax havens – suggests that inequality levels across the world should be revised upwards dramatically

Hold the Toasts to Generosity. In Fact, the Rich Give Away Very Little of Their Wealth

These factors ultimately affect the economic and financial circumstances of all types of donors and, therefore, their ability to give.

Robo-advising platforms carry new risks

Robo-advising offers new opportunities for financial institutions. It also exposes them to new risks that shouldn’t be underestimated.

Millennial Investors Are Not Over the Financial Crisis

A total of 83% of millennial investors cited that their decisions today were influenced in some manner by the financial crisis

Brexit to prompt 'very few changes' at Rothschild as revenue soars

This rise came as both the number and value of global M&A deals across the market declined in 2016

Global CEOs remain optimistic over the next 3 years and look to be the disruptor

The annual study by KPMG International of nearly 1,300 CEOs from companies across 11 industries in 10 countries found that many CEOs are focused on geopolitical challenges

SS&C GlobeOp Hedge Fund Performance Index: May performance

The gross return of the SS&C GlobeOp Hedge Fund Performance Index for May 2017 measured -0.13%. Hedge fund flows as measured by the SS&C GlobeOp Capital Movement Index advanced 1.24% in June. "SS&C GlobeOp's Capital Movement Index

Global Powers of Luxury Goods 2017

The world’s 100 largest luxury goods companies generated sales of US$212 billion in FY2015, as consumers in emerging markets continue to drive luxury market growth.

This Is the Age When You Become 'Old,' According to Four Different Generations

The survey of more than 800 high-net-worth households defined millennials as being between the ages of 21 and 36

The £1 billion club: the UK's biggest regional offices

Word of mouth is almost exclusively the way we’ve been growing the business

Exploring Digital Transformation and Disruption in Asset and Wealth Management

The survey, detailed in the full report, “Digitization of asset and wealth management: promise and pitfalls”

Research