06/23/2015
Veritas Asset Management’s co-founder Anthony Rosenfelder says assets under management have more than trebled while staff headcount has more than doubled since he was a Wealth Manager cover star in May 2009.
06/23/2015
In 1997, an IBM computer named Deep Blue took on chess grandmaster Garry Kasparov and won. It was hailed as a major victory in the machine vs. man battle for supremacy.
06/23/2015
Giulia Cambieri plugs into San Francisco's thriving tech community and downloads the latest on ultramodern wealth management
06/23/2015
Once again, all eyes were on Greece as the “game of chicken” between the country and its creditors continued to be played out. Those were the words of Donald Tusk, president of the European Council, after a meeting of eurozone finance minister
06/23/2015
Investors having long-term financial goals - such as saving for children's education, buying a home or building a retirement kitty - have to build the investment corpus that gives high inflation-adjusted returns.
06/22/2015
Bitcoin could change derivatives, in particular settlement, trading and securities issuance according to some individuals, among whom are bankers and technologists.
06/22/2015
The phrase "Through A Glass Darkly" is often used to imply the lack of definition in seeing any specific object, thought or concept, either now or in the future.
06/22/2015
“You might think it would have been impossible for an investor to lose money during a century marked by such an extraordinary gain. But some investors did. The hapless ones bought stocks only when they felt comfort in doing so and then proceeded to
06/22/2015
Coutts is today launching its Mid-Year Investment Outlook, highlighting Coutts' view of the key investment themes that are emerging as we enter the second half of 2015.
06/22/2015
Running a wealth business today clearly is not cheap – but have firms got a suitable grip on cost?
06/21/2015
Investment banking firm Goldman Sachs has rolled out a new policy disallowing its summer interns from working past midnight
06/18/2015
The report offers a guide to help investors take full advantage of opportunities and position themselves for the potential of higher stock market returns for the rest of the year.
06/18/2015
The OECD’s latest work on Finance and Inclusive Growth analyses 50 years of data to demonstrate the variable effects that further expansion of different types of finance can have on both economic activity and inequality.
06/18/2015
Weekly Close Up
06/18/2015
Personal tax rules in both Spain and Germany have recently come under scrutiny by the European Union, potentially spelling good news for people looking for investment opportunities in Europe.
06/18/2015
Bankers, he added, are first in line to want to restore their, and their firm’s reputation. So when people claim banks haven’t learned lessons of scandal “it’s totally unfair.
06/17/2015
When Warren Buffett speaks, everyone listens—even a room full of fellow billionaires.
06/17/2015
BlackRock investment professionals today set out their investment outlook for the second half of 2015 across equities and credit in Asia.
06/17/2015
High-net-worth practices are regularly extremely profitable for professionals
06/16/2015
Financial markets continued their seesaw last week as the US economy showed further signs of strength and the Greek debt drama inched closer to its ending – quite possibly a bad one