10/05/2016
Bloomberg’s Fifty Most Influential 2016
Bloomberg has published their ranking of the 50 individuals who, followed singularly or collectively, drive some of the major trends sweeping the world of finance.
Research
10/05/2016
UHNW Clients Demand Extraordinary Attention... And Salmon
Wealth managers help oversee an estimated $21 trillion for ultra-wealthy clients worldwide
10/04/2016
These are the 14 countries with the safest banks in the world
The survey showed that people in the UK and US really don’t trust their banking systems after the 2008 financial crisis.
10/04/2016
17 countries with the lowest tax rates in the world
To measure tax it uses the World Bank's total tax rate, which accounts for all the taxes on businesses themselves rather than on the employees.
10/04/2016
Julius Baer: Asia’s Growth on Track
These variations are overshadowed by the property market across Asia, which is clearly coming off the boil.
10/04/2016
High-Net-Worth Psychology Helps Identify Areas Of Focus
By using the high-net-worth psychology framework, you can get a very clear idea of the kinds of wealthy clients you work best with.
10/04/2016
The 25 countries with the highest tax rates
WEF analysed data including levels of corruption, inflation, and policy stability to compile a picture of every country
10/03/2016
Investors Expect Returns 44% Higher Than What Financial Advisors Say is Realistic, According to Natixis Survey
Natixis also found that managing investors’ performance expectations is a top priority for advisors, especially given that failing to do so is the No. 1 reason investors have said they leave their advisors2.
10/03/2016
A behind-the-scenes look at what actually goes on during an IPO on the New York Stock Exchange
There are a few exchanges in the US on which stocks are traded, and thus on which IPOs can take place.
10/03/2016
This is the real cause of generational wealth inequality in the UK
It all dovetails nicely with the constant media headlines surrounding Britain's insane property market, especially in London.
10/03/2016
More than £200bn ‘in flight’ on advised platforms
A report by The Lang Cat says around £207bn in assets are “in flight” because of upheaval in the platform market.
10/03/2016
Trends: UHNWI to give almost US$4 tril to next generation
The US$3.9 trillion that is expected to be transferred makes about 13% of their assets.
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
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