10/01/2015
The future of wealth management: technology, regulation, millennials, and women
It’s still uncertain how to best cater to and work with millennials on wealth management.
10/01/2015
It’s still uncertain how to best cater to and work with millennials on wealth management.
10/01/2015
According to a study by Wealth-X and the Sotheby's International Realty, a growing number of ultra-high net worth individuals view homes as 'opportunity gateways
10/01/2015
Passing on a fortune isn’t as easy as it seems.
10/01/2015
There is no question that the ultra-wealthy can benefit from the investment expertise of these financial advisors.
09/30/2015
Oxfam in a report published last January said that in 2013 the number of billionaires holding the same amount of wealth as the bottom 50% of the global population of 7bn was at 92.
09/30/2015
That means during this year, his personal wealth has dropped by more than 70%, since a very large proportion of it is denominated in Glencore shares.
09/30/2015
People who approach investing that way typically don't have money left over so they find it very hard to leave the starting block
09/30/2015
In line with global trends, residential property continues to be the preferred choice for individual investors in Asia, rather than offices and retail premises.
09/30/2015
Switzerland has topped the ranking since 2000.
09/30/2015
The SwissLeaks scandal involves thousands of secret accounts at HSBC’s Swiss subsidiary HSBC Private Bank (Suisse), and the billions of euros held in them over a five-month period in 2006/2007.
09/30/2015
Families can face a deluge of competing challenges when managing their wealth which is why successful families rely on an ‘expert generalist’ to safeguard their interests.
09/30/2015
Here’s further evidence that the rich don’t live like the rest of us: Even their car insurance quotes come with extra perks.
09/30/2015
As China’s richest grow in number and accumulated wealth, they also are gaining sophistication.
09/30/2015
Sovereign-wealth fund chiefs who manage hundreds of billions of dollars say outsize fees charged by the finance industry have lowered their investment returns and created “super-profits” for a few asset managers.
09/30/2015
A new report dubs America the “Unequal States of America” due to its gaping wealth inequality.
09/30/2015
Wealthy individuals move in specific circles, whether it is their professional circle with business partners and colleagues, or their social network with friends and family.
09/29/2015
One major problem is that not all offshoring is illegal
09/29/2015
A survey among the alumni of a prestigious business school had shown that Dubai outclassed all other international cities
09/29/2015
Discretion is a significant factor in this move towards traditional, streamlined pieces.
09/29/2015
At the same time, we found that only three of them aren’t millionaires Bernie Sanders, Marco Rubio, and Martin O’Malley.