10/03/2016
Sheep and eagles: The 95:5 rule of marketing to UHNW globally
It is not a question of good and bad, just a fact of personality with which they were born
Research
10/03/2016
Beukelman on Forbes list of Top 100 Wealth Advisors
Neither UBS Financial Services Inc or its employees pay a fee in exchange for these ratings.
09/30/2016
ANXIETY - A new wealth epidemic?
The origins of the word wealth date back to the mid-13th century where it was used to describe ‘happiness’ or ‘prosperity in abundance of possessions or riches’.
09/30/2016
Donald Trump's personal wealth falls by $800m in just one year
The Republican candidate is possibly not as rich as he likes to make out
09/30/2016
Could your newborn become an ISA millionaire?
The child will then need to use their own initiative as well, and continue paying in the maximum investment allowance into an adult ISA once they're able to.
09/30/2016
Investors swarm to U.S. municipal bond funds for 52 straight weeks
Historically low and negative sovereign interest rates have driven overseas investors to relatively higher yielding muni debt
09/30/2016
UK investment industry increasingly global
These figures reveal the increasingly global nature of the UK's investment industry, which employs around 92,000 people, as preparations to exit the European Union (EU) begin.
09/30/2016
Wealth of people in their 30s has 'halved in a decade
Those born in the early 1980s have an average wealth of £27,000 each, against the £53,000 those born in the 1970s had by the same age
09/29/2016
Mega-rich get richer, albeit a little slower than usual
Across all geographic regions, it is the highest ranks of the UHNW population who are experiencing the most success.
09/29/2016
Forbes pegs Trump's wealth at $3.7billion $800 MILLION
The value of his 40 Wall Street property in downtown New York had also declined, according to Forbes.
09/29/2016
Mumbai Richest City In India With Total Wealth Of $820 Billion: Report
Mumbai is home to 264,000 millionaires and 95 billionaires in total
09/29/2016
New report shares details about the wealth in Hong Kong
This report analyzes the investing preferences and portfolio allocation of HNW investors in Hong Kong and is based on our proprietary Global Wealth Managers Survey.
09/29/2016
EO Global Entrepreneur Indicator – September 2016
The Entrepreneurs’ Organization (EO) has released the latest results from its Global Entrepreneur Indicator research project.
09/29/2016
Survey Finds Baby Boomers Biggest Users of ETFs
Performance is the key criteria for choosing a specific ETF
09/28/2016
Link between agent bank custody and investment lines raises asset safety concerns
32% of respondents argue that the pressure to ensure and prove asset safety comes primarily from ‘own balance sheet liability’
09/27/2016
Country climbs in ranks of per capita assets
China ranked 28th with net financial assets per capita of 11,496 euros, rising 40 percent from 33rd in 2014.
09/27/2016
The rise of the high net worth Canadians
What exactly is driving this increase?
09/27/2016
China’s Ultra-Rich Lead in Global Wealth Race
China accounted for nearly three-quarters of total wealth creation among the world’s ultra-high net worth individuals in 2015
09/27/2016
Cities of opportunity 2016
This PWC study analyzes the situation of 30 cities
09/27/2016
The single biggest mistake I've seen women make at work
We didn't need it at school to be at the top of the class.