Managers of Wealth

Wealth management sector faces unprecedented change

Consolidation activity among wealth management companies set to rise as the pain of complying with the Retail Distribution Review bites further into U.K. wealth manager viability

Tech giants pose threat to fund houses

The likelihood of technology giants entering the fund market has increased as many of these groups have accessed the financial services arena through online payment businesses.

Billionaires fuel business jet sales in China

China's business jet market is set to grow 23% a year as the number of the country's multi-billionaires is set to double, reports our sister paper Want Dail

The Bumble Bee and the Chrysanthemum: Comparing Sweden and Japan’s Responses to Financial Crisis

Reinhart and Rogoff’s influential book, This Time is Different (2009), argues that financial crises over the past eight centuries have had similar causes and consequences across diverse societies.

Sovereign and Quasi-Sovereign issuers drive the global primary sukuk market in 1Q-2014 - Research

According to a newly released report "Global Sukuk Report 1Q2014" by Kuwait Finance House Research Limited, the global sukuk market saw a modest volume of USD31.14bln in new sukuk issuances in 1Q2014.

Private investment up by 13.3 pct in 2013

The affluent were defined by personal investment capital, which ranged from 0.6 million yuan to 6 million yuan.

Nearly 40% of Investors Indicate an Increased Need for Investment Advice

Rather than fighting over those investors who have already engaged with a provider, Cerulli believes the real opportunity for providers to substantially increase their marketshare is to address those in the middle segment who are unsure of the value of ad

World economy: Steady as she goes - EFG

For the world economy, the overall assessment so far in 2014 is one of ‘steady as she goes’. Economic growth is firm, if unspectacular. Encouragingly, it is being helped by a pick-up in global trade and prospects on that front remain good.

92pc of affluent consumers made online purchase in Q4 of 2013: report

Affluent consumers were 73 percent more likely than non-affluent consumers to make a purchase on luxury brand retail Web sites during the fourth quarter of 2013

China to Have 14 Million Middle-Class Citizens in 2014

China's middle class citizens are expected to grow to 14 million by the end of this year, up by more than 2 million from the number of middle class registered last year.

Expectations of UHNW and HNW European investors - J.P. Morgan Private Bank

Three quarters (75%) of European investors believe Europe will grow by 1% or more in 2014, and 39% say Europe will be the best performing equity market

How COO's are transforming their operating models to meet market challenges

7 changes to asset management operating models

30% of UK's wealthy say advice more expensive post RDR - Pershing

The findings form part of a study commissioned by Pershing, which also found that 22% of a 1,000-strong sample of wealthy individuals are considering changing their adviser or wealth manager.

Advisor AUM Increased But Client Retention Decreased In 2013, Says Study

The study also found that client retention deteriorated across every size of household

Alternative Investment Fund Managers Skeptical about JOBS Act

50% of hedge fund managers and 55% of private equity managers surveyed feel the Act will have no significant impact on the alternatives industry

Wealth Structuring 20:20 by Appleby

A feature publication that aims to tap into the issues facing high net worth individuals and their advisers

Key macro issues impacting U.S. and international markets - Atlantic Trust

There is a risk that Russia squeezes or cuts off that supply as a salvo in the sanctions battle

Wealth and asset management: 2014 key themes

Based on our analysis, these are some of the key themes we expect to emerge in 2014, organized by region:

World capital - St. James’s Place Wealth Management

Although the US, UK and European economies are healing, the IMF managing director Christine Lagarde has warned that projected global growth at 3.7% this year is “too weak for comfort”.

Regulation Prompts Managers to Change Distribution Strategy

Managers allocate more resources to fund selectors to secure shelf space as competition intensifies in the wake of the Retail Distribution Review