Managers of Wealth

The Gender Gap in Financial Outcomes

The JPMorgan Chase Institute compares the financial outcomes of accounts held by women versus men and examines changes in these outcomes that result from an extraordinary medical payment.

Preserving Wealth By Defining A Legacy - The Role Of Family Historians

Live a life worth remembering, but don’t forget to commemorate it.

Advisers favour UK equities over US - Aegon UK

After UK equities, emerging markets also proved popular with advisers, having been unloved in the markets for a while, with 20% believing that they will generate the ‘best return’ over the medium to long term

11 things to give up if you want to be a millionaire

If you want to become a millionaire, chances are, you're going to have to make some lifestyle changes and sacrifices.

Barclays ‘Compass’: Prospects For The World Economy Are Brightening

The report also assigned an overweight allocation to Emerging Markets Equities as the business cycle continues to firm up, a view that is supported by stabilization of business confidence surveys and trade data.

SS&C GlobeOp Hedge Fund Performance Index

April performance 0.43%; Capital Movement Index: May net flows advance 0.44%

Negative interest rates: a challenge for wealth management

The event attracted numerous leading figures from the world of private banking, politics, economics and administration

Ultra-Wealthy Investors May Face Lower Returns Ahead: KKR

A fifth of the respondents said they hold at least 20 percent of assets in cash, ready to put it to work when opportunities arise.

Fortunes Favour Family Businesses in Rich List of Billionaires

The Hinduja Group invested in multiple sectors, including energy, banking and property, and employs 70,000 people.

Global Venture Capital Overview | Private Equity Spotlight - May 2017

Also this month, we look at the latest mid-market buyout industry statistics

Active managers set to benefit from volatility

High levels of market volatility coupled with low yields have created a prime environment for actively managed products, according to Natixis Global Asset Management.

Political uncertainties are driving European HNW wealth offshore

Traditionally, HNW investors in the developing world would invest offshore to protect their assets from political instability

KKR Finds Ultra High Net Worth Investor Coming of Age

New Survey and Macro Report Highlight Opportunities and Challenges of the High Net Worth Market

Estimated $3.2 trillion will transfer to the next generation in the U.S - RBC

Women also play a critical role in the transfer of wealth and knowledge to the next generation.

Momentum in Luxury Markets Has Contributed to Uptick in Seven-Figure Home Sales Worldwide, Despite Global Uncertainties

The current market remains all the more bifurcated due to political and currency fluctuations across the globe.

3.5m Brits living abroad vow never to return to the UK

10 per cent said they would consider it, whilst 21 per cent said ‘maybe’

Fidelity Charitable Study Shows Millennial Women Are Changing the Giving Landscape, Baby Boomer Women More Satisfied

Women and Giving breaks down the differences in how generations view philanthropy; Study also highlights the differences between how men and women give

Guarantees Transforming Impact-Investing Finance

How new financing options are encouraging risk-averse investors to make impact investments.

What’s it like to lose £350m? A rogue trader confesses

By investing in precarious deals and covering up his losses, Alexis Stenfors cost one of the world’s biggest banks a fortune. Andrew Anthony asks why doesn’t he feel more remorse

Why British women are less likely to seek investment advice than US, Canadian peers

While British women expressed an interest in being actively involved in their finances, the disparity of engagement with advisers highlights a shortcoming in the U.K., RBC Wealth Management's head of private client told CNBC.

Research