07/09/2015
Close to Retirement? Don’t Be Afraid to Switch Firms
Aside from being able to improve on these aspects of the job, going to another firm can let advisors approaching retirement “monetize their business twice
Research
07/09/2015
Millionaires Will Hold 46% Of Global Wealth By 2019
At the very upper end, households that have $100 million or more in wealth are expected to hold approximately $13 trillion by the beginning of 2019
07/08/2015
China tops Asian-Pacific rankings of wealthy families that like to be beside the seaside on holiday
Japan, Hong Kong and Australia were the three most popular destinations according to this year’s Visa Affluent Study
07/08/2015
More Millionaires And A Shift In Consumer Behaviour In Emerging Markets Present Opportunities For Luxury Brands
Emerging markets such as India and South Africa will see their millionaire populations rise significantly in the coming decade.
07/08/2015
Report Card on Globe’s Private Banks
In spite of financial market uncertainties and currency volatility most lead players experienced overall growth in client volumes. However, the latest KPI growth rates came off the higher ratios in the previous reporting year.
07/08/2015
World’s Most Ethical Companies 2015
Among the other companies that feature prominently are Thomson Reuters, Hennes & Mauritz AB (H&M) and L’ORÉAL.
07/08/2015
Deloitte: Women joining but not leading boardrooms globally
The percentage of board seats held by women is currently 15 percent and 6 percent of board chairs are women.
07/08/2015
How The Bitcoin Investment Trust Pushes Bitcoin Into Mainstream Finance
It’s getting harder by the day for traditional investors to ignore bitcoin.
07/08/2015
Wealth Secrets of the One Percent: How the super-rich became super rich
Sam Wilkin, author of a new book about the super-rich, reveals the key factors and personality traits that set them apart from other successful people
07/07/2015
Where the millionaires put their wealth
Equities, cash comprise the bulk of millionaires' holdings
07/07/2015
China's crashing market could hurt economic growth - Schroders
Most firms are not reliant on the equity market for financing
07/07/2015
Size Can Be Deceptive
Targeting global asset-gathering opportunities
07/07/2015
Morningstar: Developed economies will drive global growth in H2 2015
Developed economies will drive global growth in H2 2015
07/07/2015
Global AUM up 8% in 2014; institutional inflows flat
Global assets under management grew to a record $74 trillion as of Dec. 31, up 8% from a year earlier, said a report from Boston Consulting Group.
07/06/2015
Are renewable energies still an attractive investment? - comment from Miton's Multi Asset team
The Miton Multi Asset team discuss whether renewable energies offer attractive investment opportunities?
07/05/2015
Jersey’s finance industry has again been recognised as the leading international funds jurisdiction
The panel of experts that judged the awards commented: ‘The news from Jersey got better and better throughout 2014. A strong performance in the funds sector saw the value of fund assets administered in the jurisdiction increase by almost one fifth y
07/05/2015
UK does not have an ace in asset management 2nd title; Things are bleaker still in asset management
They call it the Wimbledon effect. While Britain provides a wonderful stage on which the best in the world can compete, British players seldom win.
07/03/2015
New SimCorp White Paper Examines the Challenges of Globalization in Investment Management
The paper discusses some key considerations for investment managers in the process of globalizing their operations, with particular focus on the role of IT and operating model.
07/03/2015
One-Third of Millionaires Have No Estate Plan
Millionaires are like other people — they put off planning for what happens after they die.
07/03/2015
China in the throes of investment fever
Ordinary Chinese have been gripped by the buzz of stock market speculation