Golf lost an important advocate on Friday, when Bush, the 41st president of the United States, died, his family said in a statement.
The days of firms having “a secret guy in a back room who knows this or that” no longer exist, and real value now lies in the quality of advisory, and helping clients navigate the impacts of increasingly complex - and often onerous - global ta
“Data aggregation has become a staple in helping the collection of the totality of an individual’s or family’s wealth,” says Bill Crager, president of the turnkey asset management provider Envestnet.
The Inclusive Wealth Report 2018, the full findings of which will be released in coming weeks, was curated by over 200 economists from around the world.
The study «Succession Planning 2018: Perceptions and Opportunities for HNWIs» was conducted from February 2018 to September 2018 included in-depth interviews with over 100 HNWIs, with special focus on Hong Kong and Singapore.
The satisfaction is even lower for the region’s ultra high net worth (UHNW) segment, or those with investable assets of at least $20m, with only 53.6% of them satisfied with their wealth manager and 44.3% satisfied with the wealth management firm
So far this year the number of units sold via en bloc stands at 2,900 worth S$10 billion, compared to 3,300 worth S$8.2 billion for the whole of 2017.