Winning the HNW market in China

The HNW market in China is flourishing. But in a sector dominated by local private banks, how can foreign institutions tap into this growing source of wealth and differentiate their offerings?

Shareholder Activism

Institutional investors are more likely to engage on topics such as environmental protection, renewable energy and clean technology.

The Great Wealth Transfer

As we stand on the brink of the biggest intergenerational wealth transfer in history, advisers are presented with an unprecedented opportunity to future proof their business.

The Future of Financial Advice

The financial advice landscape in the US is being reshaped by a number of forces, but what factors will have the most impact on the industry over the next few years?

Active Relationship Management

Managing relationships is vital to the success of any organisation. This is especially so for institutional investors tasked with managing multiple relationships with asset managers.

Market Volatility and Rising Interest Rates Concern Financial Advisors, But Clients’ Emotions May Be the Greatest Challenge, Natixis Investment Managers Survey Finds

Following lackluster returns in the Canadian stock market in 2017, financial advisors are concerned that higher levels of market volatility, interest rate hikes, and possible asset bubbles threaten investment returns for 2018.

High-Net-Worth Americans Pursue Wealth for ‘Emotional Wellbeing’

While wealth is conventionally defined in financial terms, most high-net-worth Americans today associate money with “emotional wellbeing,” according to a report released Monday by Boston Private Wealth.

Fairy Tale Economics

While the so-called Goldilocks economy is unlikely to run out of steam this year, the presence of three bears lurking menacingly in the background mean it is just a question of time as to when the economic fairy tale comes to an end.

Millionaires Reflect on What Wealth Means to Them

Sixty-five percent of well-to-do Americans in a recent survey defined “wealth” as peace of mind, while 54% defined it as happiness.

Boston Private “Why of Wealth” Study Reveals the Psychology Behind Wealth Creation and Accumulation

Boston Private, a leading provider of fully integrated wealth management, trust and private banking services, today released the “Why of Wealth,” a comprehensive survey unveiling the psychological factors playing into how Americans interact with their wealth.