06/23/2016
Wealth management firms are missing the mark when it comes to implementing digital capabilities
Wealth management firms are missing the mark when it comes to implementing digital capabilities, and as a result, are putting profits, client, and employee retention at significant risk.
06/23/2016
Gordon Puckey, Founder and Managing Director at Phoenix Financial PR said, “We are fortunate to work with a number of outstanding businesses and some first class business leaders, predominantly in the fields of wealth management and asset management
06/23/2016
Millionaires’ assets in Asia-Pacific countries surged almost 10 percent to $17.4 trillion, outstripping North America’s $16.6 trillion, Cap Gemini said on Thursday.
06/23/2016
The proportion of personal wealth allocated to foreign assets is lower in China than in other countries.
06/23/2016
According to New World Wealth Advisory, which produced the report, millionaires or high-net-worth-individuals (HNWIs) are those with net assets worth at least USD1 million.
06/23/2016
Dollar millionaires around the world last year amassed a total of $58,700 billion (CHF56,250 billion), 4% more than the previous year and a new record.
06/22/2016
The average Australian is now significantly wealthier than the average US citizen, according to a report
06/22/2016
Much of that wealth is being invested overseas.
06/22/2016
The assets held by the Big Five Canadian banks have ballooned in size over the past decade
06/22/2016
High on the list is the fact that many professional athletes entrust their monies and, consequently, their financial affairs to either morally corrupt and/or technically incompetent professionals.
06/22/2016
The survey by the Mercer consulting group compares the cost of over 200 items in over 200 cities, including housing, food, transport and entertainment.
06/21/2016
For example, according to a June 2016 report from consumer and market analysis company CACI DataLab, UK affluents were more likely to manage their bank account online than the general population.
06/21/2016
This means that traders using its platform must now put up five times more capital to cover the risk of trades going sour.
06/20/2016
The study, conducted by IDC Financial Insights, surveyed 250 retail and corporate banks across EMEA.
06/20/2016
Have you ever wondered what phrases one of the most powerful banks in the world is looking for?
06/17/2016
Millionaires or HNWIs refer to individuals with net assets of USD 1 million or more.
06/17/2016
Some asset managers have been hit more than others, depending on their exposure to certain geographies or asset classes.
06/16/2016
Given the regulatory reform that is still sweeping through the banking sector, it is tempting to see regulation as the key determinant of the industry’s future shape.
06/16/2016
The report said growth in the Middle East to 2025 will be strongest in Jordan (75 percent) and Iran (70 percent).
06/15/2016
Unrealistic income expectations and short-term investing prominent amongst millennials