Managers of Wealth

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”

Asset management market in Europe benefits from value-added investors

Stabilizing or increasing the cash flow component is a tactical objective.

Down the Rabbit Hole? Impact Investing and Large Foundations

Impact investing makes sense in theory, but there are good reasons, particularly for large foundations, to pause before putting a lot of resources into it.

On Philanthropy: Women’s voices ring clear in world of philanthropy

Women of all ages and stages of life are more generous than their male counterparts

How Age Impacts Wealthy Women

There are wealthy women in America across the spectrum of age segments.

Wealth managers face $1.1trn outflows on tax avoidance crackdown

It’s a continuation of the overall challenges that the industry is facing

The easiest and most complex jurisdictions in the world for accounting and tax compliance

Turkey is the most complex place in the world for Accounting and Tax compliance, followed by Brazil, Italy, Greece and Vietnam - according to TMF Group’s inaugural Financial Complexity Index 2017.

Wealth 'begins at £134,170 a year'

The figure is nearly five times the national average wage of £28,000.

JPMAM investor survey points to asset allocation shifts because of European regulation

The survey also suggests that treasurers are first and foremost focused on capital preservation and liquidity, though yield remains an important consideration.

SEI Survey Exposes Gaps in Wealthy’s Investment Knowledge

Ultra-High-Net-Worth Misunderstand Investment Approaches

Wealthy Chinese seek adventures on vacation - RESEARCH

Travel has always been the favourite leisure activity of the high net-worth community

Capital Slowdown

The slowdown has been most pronounced among the large, so-called BRICS (Brazil, Russia, India, China, South Africa) economies

Unmotivated and irresponsible millennials? Not when it comes to finances, according to new study from RBC Wealth Management

High net worth millennials are proactive and curious about financial matters, the survey found.

What Happens to Giving as Impact Investing Grows?

There were some exceptions, but for the most part, it was straightforward.

High-Net-Worth Millennials Very Confident About Finances

The top concern cited by the millionaires surveyed was the political environment.

House prices are set to soar despite economic uncertainty

Investors from the two regions own three properties on average.

Rise of the technophobe - education key to tech adoption, says HSBC

The HSBC research report, Trust in Technology, shows that technologies such as fingerprint recognition, voice recognition and robo-advice hold enormous potential for uses from bank security to mobile payments and investment advice, yet millions of people

Rip-off banking fees are choking company flotations, warns OECD

The traditional model of hiring one bank for an initial public offering of shares has given way to a system of hiring a consortium of banks to underwrite the equity sale.

Research