04/05/2017
Rich-list star: SA home to most dollar multimillionaires on the continent
South Africa is home to the most dollar multimillionaires on the continent - 2130 of them.
Research
04/05/2017
A day in the life of a private banker at HSBC
Her role calls for busy days that are filled to the brim with client meetings and seminars.
04/05/2017
Numis: Expect 'significant consolidation' in mid-sized asset managers
Industry facing headwinds
04/05/2017
Improve Your Relationship with Your Client’s Family Office
A recent study says you should create a partnership.
04/05/2017
European Central Bank hawks are all squawk - Schroders
Rumours are circling markets that the ECB is turning hawkish in response to the recent rise in inflation.
04/04/2017
Entrepreneurs: The single most important client group
The entrepreneur is the single most important client group in most wealth management markets today.
04/04/2017
Why Islamic Finance is set to transform The International Gold market
Given the volatility that markets experienced after Brexit.
04/04/2017
Signature Bank Ranks among Top Private Banking Services Providers
Bank Scores High in Reader Ranking Survey by Leading National Legal Trade Journal
04/04/2017
Who Killed the Active Fund Manager?
The explosion in the number of investors holding the coveted CFA qualification has created an increasingly crowded space of professionals all trying to beat the market
04/03/2017
SA cities ranked among top 10 wealthiest African cities
South Africa dominates the African city wealth list, with three cities featuring in the top 10.
04/03/2017
Young, Rich and Responsibility Free: How Luxury Brands Are Persuading Wealthy Chinese Millennials to Spend Their Cash
Understandably, their spending patterns and brand favorites are vastly different.
04/03/2017
Bankers Unhappy With Bonuses at Foreign Firms in Japan
The disappointment seems to stem from the fact that despite a number of financial service institutions bouncing back quite strongly in 2016 their bonuses have either been flat or down.
03/31/2017
Is it time for investors to go for gold? - Schroders
Gold and silver investments in particular remain very under-owned.
03/31/2017
Majority of Wealthy Investors Prefer a Mix of Human and Robo-Advice - RESEARCH
Digital technology – the web-based channels, tools and applications that enable a more-transparent and real-time understanding of a client’s investments – make hybrid models possible.
03/30/2017
Offshore Deal Flow Falls in 2016 Amid Political Turbulence
Hong Kong recorded 555 deals, a slight increase over the 545 seen in 2015, while the BVI recorded 516 deals, up from the 406 seen the previous year.
03/30/2017
Worldwide Spending on Security Technology Forecast to Reach $81.7 Billion in 2017
The Worldwide Semiannual Security Spending Guide quantifies the global revenue opportunity for both core and next-generation security purchases.
03/30/2017
Bringing a more holistic approach to investing
One already relatively large step in that direction is a move away from carrying out only product suitability
03/29/2017
Political uncertainty the year's defining trend
Linedata releases results of its seventh annual survey of the global asset management industry
03/29/2017
Wealth and asset management AUM jumps 12.3% in 2016
The quality of assets has also improved and the investment that institutions have made in long term business models has left them in a good position to weather challenging market developments.
03/29/2017
Top 10 asset management brands in Europe
Fund Buyer Focus has published its brand rankings for asset managers in Europe. Here we highlight the top 10.