Having dominated the offshore category in the Global Financial Centres Index for the last seven years, Jersey and Guernsey have tumbled down the offshore rankings in the GCFI 16 (September 2014 edition) - falling to 5th and 7th positions respectively, the
However, the report reveals that UHNW philanthropists are expanding their philanthropic approaches and activities, shifting from major giving towards self-sustaining projects and entrepreneurialism.
A new study conducted by the Julius Baer Group, a Swiss private bank, has found that the last seven years of devastating economic downfall have seen Greek households lose a net total of 170 billion euros.
The BBA's Wealth of Opportunities report, which is supported by the Wealth Management Association (WMA), reveals that investors rate the UK higher than other financial centres for these services, and that the sector last year paid taxes of £1.
Broadridge Financial Solutions, the provider of investor communications, technology-driven solutions and data and analytics, has announced the findings of a global survey of more than 400 executives assessing recent operational changes among financial ins
The 2014 $25 Million Plus Investor report shows that 25 percent of investors with a net worth of at least $25 million make their own investment decisions entirely (and are labeled Self Directed investors),
Calling Singapore a luxury gateway, Soh said that the agency would be bringing luxury brand marketing expertise and offerings to the region from Paris, where it is headquartered.
Nearly seven out of ten high-net-worth clients don’t currently have a financial plan, yet the majority of clients in North America use financial planning services more than any other provided by their wealth management firm.