04/06/2015
Evaluating eRIAs' First Mover Advantage
New research from global analytics firm Cerulli Associates evaluates eRIAs' first mover advantage.
Research
04/06/2015
Kobe Edges LeBron To Take Title Of NBA’s Richest Player
With the National Basketball Association (NBA) playoffs set to begin, Wealth-X today released a list of the league’s top 10 wealthiest active players.
04/06/2015
Number of super wealthy Chinese soars
The report was jointly released by China Minsheng Bank and the Hurun Research Institute
04/06/2015
Vietnam runs fastest in the super-rich race
The rapid increase in the number of Vietnamese dollar billionaires has caused concern rather than joy.
03/31/2015
Crash stymies creation of new Irish multimillionaires
Ireland saw lowest growth in ultra-wealthy out of 100 countries over decade
03/31/2015
Brokerages Use New Pitch to Woo Would-Be Advisers
Starved for young talent, brokerages are trying to sell a new generation on the joys of becoming an adviser
03/31/2015
Do RMs lack pulling power?
The results show that only 19% of HNW clients would pursue their relationship manager if they moved to a different wealth management firm.
03/31/2015
Emerging Wealthy Are Raising Investment Knowledge Threshold - SEI
In the era of the 24-hour news cycle, the world's emerging high-net-worth investors are raising the investment knowledge threshold and want their wealth managers to provide them with more guidance and information to help in making informed investment
03/31/2015
Montreal bank expects closer links with Asia's wealthy
You'd want to root your private banking in centres that actually have all those attributes that clients want
03/30/2015
Lyxor Weekly Brief: Asian L/S Equity Setting The Pace
Hedge funds continue to climb higher, with the Lyxor HFI up 3.5% ytd (up to 24th March).
03/30/2015
Swiss Bankers Association indicates that Swiss population has newly increased confidence in banks = RESEARCH
A representative survey commissioned by the Swiss Bankers Association (SBA) indicates that the Swiss population has newly increased confidence in the banks
03/30/2015
South Africans are the third-highest earners in Africa
According to new research, the average Swiss citizen takes home around four and a half times more money per month than the average South African
03/29/2015
Pimco drops out of top-10 asset management brands in Europe
BlackRock, the world’s largest investment house, topped the list for the fourth year in a row. JPMorgan, Fidelity, Franklin Templeton and M&G came second, third, fourth and fifth respectively.
03/27/2015
OgilvyOne & Wealth-X reveal secrets to attracting Hong Kong’s wealthiest consumers
Agencies host exclusive breakfast on how brands should engage HNWIs
03/27/2015
Wealth management products the right fit for emerging middle class
The nation’s middle class is growing – and so is their appetite for ways to manage their wealth
03/27/2015
New Sustainable Investment Spotlight of Bank J. Safra Sarasin: Moore’s Law: the end is near
Until 1975 Moore’s law defined that the number of transistors on a computer chip doubles every 12 months making the chip twice as fast.
03/26/2015
Luxury market faces a drought as affluents choose conscious consumption, rather than conspicuous brands
A new style of luxury has taken hold reflected in consumers' preference for high-quality brands, but without paying the premium for marketing-generated prestige.
03/26/2015
Edinburgh residents’ net worth higher than London
EDINBURGH residents have higher personal financial worth than any other UK city apart from Bristol, according to a report.
03/26/2015
The Rich Column: Silence is not golden
The wealthy are starting to care about their bad press
03/25/2015
Why banks in London want behavioural experts
Starting from next year, banks in London will need to verify that their staff are up to their jobs