Among Wealth Management firms, Bank of America Merrill Lynch received the award for overall Digital Marketing Leadership 2014; Fidelity Investments was recognized as the Digital Marketing Innovator of the Year 2014; Northern Trust received the award for M
Twenty-five billionaires obtained their bachelor’s degrees from the University of Pennsylvania, making it the top university in the world in terms of number of billionaire undergraduate alumni, according to this year’s Wealth-X and UBS Billion
Over 90 percent of millionaires surveyed by UBS Investor Watch say they’ve donated time or money in the past year, with 38 percent donating more than $100,000.
The rankings are based on various measures, some of which (including career progression, how the program lived up to expectations, percentage salary increase) come from a poll of alumni three years after graduation.
Eighty-two percent of High Net Worth Individuals1 in Asia-Pacific (excl. Japan) expect most or all of their wealth management relationship to be conducted through digital channels in five years, in contrast to 61 percent of HNWIs in the rest of the world,
The U.S. market of millionaires is the largest in the world, yet the market potential of millionaires remains largely untapped by luxury brands, such as Louis Vuitton, Hermes, Gucci, Prada and Rolex
The study found that American millionaires don’t shy away from cutting large donation checks either. Roughly a quarter have given at least $100,000 in their lifetimes, while three-quarters have given at least $25,000.
Around 175 super-rich residents living in the UK were originally born in one of the six Gulf states, representing around 1.5 percent of those with a fortune of over $30 million, new data has shown.
UBS AG, Switzerland’s largest bank, retained its position as the largest wealth manager in Asia last year as it attracted more funds from the region’s growing number of millionaires.
Younger investors in all three wealth segments express less satisfaction in their advisor than older investors, many of whom have long-term relationships with their advisor. Among Mass Affluent investors (with a net