Managers of Wealth

Long-term perspectives key to wealth management

News24 spoke to Graham Tucker, a portfolio manager at Old Mutual Investment Group’s MacroSolutions, about what investors might learn from Long Term Perspectives 2017.

Schroders’ Kelly: Value problems with ETF ‘sausage machine’

Ian Kelly, manager of the Schroder Global Equity Income fund, warns that investors in value-oriented tracker funds may not be getting the right exposure.

How To Develop The Best Compensation Arrangements For Single-Family Offices

Based on more than a decade developing compensation arrangements, a number of considerations stand out

StashAway targets US$710 billion wealth management market in Singapore

Fifty-one percent of gross financial assets owned by Asian customers are in bank deposits compared to 14% in North America.

Barclays, Libor and Bob the scapegoat

Finally, the real questions may be asked about the manipulation of an interest rate that governs prices around the world.

Assets under Asia's big private banks hit record

The amount contracted 4.7 per cent in 2015 as the region's economic growth slowed and mounting regulatory pressure forced banks to reject some clients.

Market Crisis and Alpha Opportunities - RESEARCH

Campbell’s white paper, Crisis Alpha Everywhere: Trend Following from a Multi-Asset Perspective, takes a close look at trend following performance by asset class and concludes that trend following strategies can capture crisis alpha by actively trad

Keep calm and carry on – a guide to wealth management in turbulent times

In military strategy, the remaining calm under fire is regarded as essential to making effective decisions

Favourite tech brands of rich people in South Africa

High net worth individuals are defined as those having a personal income of R50,001+ per month, before deductions.

Modern Family: How 'Blended Families' and Family Businesses Mix

Family businesses cannot help but mirror the societies they live and work in, whatever their wealth, and society has changed radically in 50 years, never mind a century.

Gender pay gap prevents women from investing in their future

Data from the YouGov survey shows that over half of women without financial investments (53%) in Britain cite a lack of funds as the most common barrier to investing.

Business and Academia Join Forces to Bolster Online Wealth Management Platform

Unlike traditional usability testing methods, Drexel implemented a unique approach by combining ergonomics with neuroergonomics using functional near-infrared spectroscopy (fNIRS) to measure brain activity.

Kenya catches the eye of the world’s super rich

Wildlife safaris was the most popular hobby for HNWIs in Africa last year

Tax Havens Can Be Surprisingly Close to Home

Gabriel Zucman, an economist at the University of California, Berkeley, has estimated that as of 2013, about 10 percent of the world's financial wealth -- more than $6 trillion – was held in such locales.

Time to grow, says Deutsche after fourth cash call

Deutsche Bank shares closed 0.96% weaker on Friday in Frankfurt after earlier being down 1.8%.

How to restructure your investment portfolio as #Zupta destroys SA wealth – expert tips

Always invest in yourself

The profile of SA’s high net worth individuals

Over 9 000 respondents were interviewed between September and November 2016

UBS CEO: Switzerland is more important to America than China

"There are two simple rules: buy American and hire American."

Two-thirds of Swiss executives want new EU treaty, UBS finds

The survey released on Monday showed 65 percent of respondents want an institutional framework agreement with the EU

Inside OppenheimerFunds’ Elite Family-Offices Unit

A seminal UBS study in 2014 revealed that affluent millennials were keeping 52% of their portfolio in cash

Research