Ethnic Investors and their Advisors

Affluent investors, regardless of ethnic background, are generally confident in their financial knowledge and investment acumen.


The Asian Investor

Financial advisors often need to tailor their advice based on the investor’s age, gender, wealth level, and occupation and advisor dependency.


Bucking a trend for private banks

The Swiss private bank and ABN Amro subsidiary are both adding fund houses to their platforms, but following different approaches for doing so.


Rich hoard cash as their wealth hits record high

The Wealth-X and UBS World Ultra Wealth Report 2014, released today, shows that 12,040 new ultra high net worth (UHNW) individuals were minted this year, pushing the global UHNW population to a record 211,275, a 6% increase from 2013.


2014 Set To Be Peak Year For Offshore Dealmaking - Appleby

The latest edition of Offshore-i, an Appleby report that provides data and insight on merger and acquisition activity in the major offshore financial centres, focuses on transactions announced during the third quarter of 2014.


Xi puts the willies up China's super-wealthy

Chinese president Xi Jinping’s crackdown on corruption and excess is clearly worrying the country’s wealthy, especially if the latest Wealth-X and UBS report is anything to go by.


Best Swiss hedge funds announced - Opalesque

The Swiss Alternative Funds Awards recognises outstanding performance and excellence in four categories for single hedge funds and multi-manager funds relevant to Swiss investors.