08/25/2016
While global analytics firm Cerulli Associates is confident that the UK's decision to leave the European Union is not a game changer, it acknowledges that the fund groups worst affected by the summer's outflows may have to increase marketing eff
08/24/2016
Jefferson National’s second annual Advisor Authority study addresses many more of the investing and advising issues confronting RIAs
08/24/2016
The increasing strength of the Franc has made already up-market Swiss exports even more expensive, reducing their appeal.
08/24/2016
But the country is also high on the list of the the wealthiest people.
08/24/2016
It set out to unpack such issues as the risks and benefits AI would bring to the sector as well as the associated regulatory and legal challenges.
08/24/2016
Investors in rare whisky can drink to a price increase of 350 per cent, while stamp collectors have it licked, with 295 per cent growth.
08/24/2016
"84% of asset managers expect to place a greater emphasis on the bank trust channel without increasing resources," says Ethier.
08/23/2016
Ken Research has announced its latest publication “Social Media in Wealth Management; Reaching clients and prospects on social media.” which describes role of social media in wealth management.
08/23/2016
The collaborative artnet/CAA report is the only detailed analysis available on auctions in mainland China
08/22/2016
But the top 10 percent of families, possessing an average of $4million each, held 76 per cent of total wealth.
08/22/2016
The website teflSearch looked at queries made between July 2015 and July 2016 from more than 80 countries in 52 languages to produce a series of maps that reveal the holiday wish lists of various nationalities.
08/22/2016
Many HNWIs use these vehicles as a way to transfer money to the next generation.
08/19/2016
The US remained the favoured target for Asian investors, attracting 52% of the total. New York overtook London as the top destination.
08/19/2016
As their ability to invest in such lifestyle-forward discretionary purchases has increased, the instances of properties priced at $1 million or more has surged – unlike anything we have seen in the past.
08/18/2016
Swiss banks were given a clean bill of health by Moody’s despite concerns over the performance of some banks, particularly Credit Suisse that has seen its stock price plummet this year.
08/18/2016
There is still relatively little differentiation across firm products and platforms to target female investors.
08/18/2016
The Ministry of Finance has said that the tax could boost GDP by up to 2% per annum
08/18/2016
The Guernsey Finance white paper Investment funds - why substance is key, written by funds journalist Kirstie Brewer, examines how the need to prove that an offshore fund manager has the necessary ‘substance’ to its business dealings and funct
08/17/2016
Leading insurance firm Taikang and leading market researcher Hurun Report jointly release Retirement Planning and Healthcare of Chinese HNWIs 2016
08/17/2016
After a slow start to the year, India has experienced a flurry of activity in recent months. A new central bank governor and progress on a number of critical reforms has provided a boost to Prime Minister Modi and sets the base for the start of campaignin