09/08/2014
$5 Trillion Held at Private Banks and Trust Organizations is Addressable by Asset Managers
"Banks continue to open their platforms," states Donnie Ethier, associate director at Cerulli.
09/08/2014
Money isn’t the only thing passed down ultra-wealthy inheritors (net worth = US$100 million or more). They like everyone else learn a lot from their elders.
09/05/2014
This new study, Millionaire Market Monitor, will deliver totally new and powerful insights to marketers that target the truly wealthy.
09/04/2014
Players such as Crédit Agricole have an advantage in Beirut
09/04/2014
Each year the WEF, best known for its annual Davos economic meeting, benchmarks countries against 12 factors, including infrastructure, education and training, labor market efficiency, technological readiness and innovation.
09/02/2014
Total assets of the world’s largest 300 pension funds grew by over 6% in 2013 to reach a new high of almost US$15 trillion.
09/02/2014
To gain access to the Estimates, which cover the month from 1st August to 31st August 2014, please click below
09/01/2014
Bullish capital markets and large inflows of new assets in the past 12 months have provided an opportunity for Europe’s asset management industry to shake off post-crisis nerviness and establish a more solid footing.
08/31/2014
Business-owning family members become less focused on financial wealth with age and increase the value they place on relationships within the company, new research out of the US has revealed.
08/29/2014
New mortgage business at the country's lenders is up to 40 percent below 2013 levels, although the downturn is unlikely to show up in their balance sheets until next year as loans are typically agreed a year ahead of them starting to be drawn dow
08/29/2014
The 10 footballers on the list are collectively worth more than US$1 billion, and predominantly represent clubs in Spain, France and the United Kingdom.
08/29/2014
Preqin’s latest survey of more than 100 hedge fund managers, conducted in June 2014, reveals that 73% of respondents indicated competition in fundraising had increased in the past 12 months.
08/28/2014
The Swiss private banking center has faced enormous challenges since 2008
08/28/2014
Why is Singapore, one of the four Asian Tigers, such a unique regional proposition and power?
08/26/2014
Successful Advisor Propositions Answer the Question, 'Why Should I Choose You?'
08/25/2014
French 2014 grape harvest is 'good'
Relatively cool nights and average daytime temperatures during the summer have contributed to the improved harvest
08/24/2014
Cult Wines Ltd is a family run business with more than fifteen years of Fine Wine experience.
08/22/2014
SS&C GlobeOp’s data on the GlobeOp platform represents approximately 10% of the hedge fund industry. Below the announcement you will see some historic peaks/lows with regards to the Index.
08/22/2014
The survey found Japanese HNWIs with global portfolios have a more positive outlook on their returns
08/21/2014
The study is based on responses from 129 wealth and trust company executives from North American community banks, regional trust banks, large global banks, family offices, and registered investment advisors.