03/17/2015
A new global survey commissioned by State Street of 400 senior executives at investment organizations reveals that while 81 percent view data and analytics as one of their top strategic priorities, only 37 percent have advanced data infrastructure, exper
03/17/2015
Four out of five banks believe they will have to replace their core banking system in the next three to five years
03/16/2015
Let’s set the record straight on int’l accounts and banking
The findings revealed that 76 per cent of those surveyed believe people open bank accounts in Switzerland for “underhand reasons”, and just one in 10 consider it is done for “legitimate reasons
03/16/2015
Vontobel Asset Management named Best EUR Corporate Bond Manager in Germany by Morningstar
The fund research company Morningstar named the Vontobel Fund – EUR Corporate Bond Mid Yield – as the best product in the "Best EUR Corporate Bond Fund" category.
03/16/2015
Number of Millionaires in South Africa Climbs to 31%
The 31 percent of South Africa’s previously disadvantaged individuals remain beneficiaries of policies
03/16/2015
Report highlights wealth management opportunities but also shows small firms need to get organized to grow
The research, based on a survey of more than 900 advisors across the United States and Canada, further revealed that 62% of firms saw double-digit AUM growth in 2013, with a similar proportion estimating the same level of increase in 2014.
03/13/2015
Using figures from the Hurun Report, released earlier this month, the paper reported how the combined net worth of Chinese delegates came in at $436.8 billion
03/13/2015
China is one of nine countries Apple has picked for the release of its new Apple Watch next month
03/12/2015
How many BEE millionaires are in South Africa
A new report finds that there were 14,700 South African high-net-worth individuals (HNWIs) from previously disadvantaged groups at the end of 2014
03/12/2015
The emergence of Gen X and Gen Y investors requires firms to launch new service models that blend high-tech and advisor service
03/12/2015
The hedge fund industry is transforming, with managers increasingly focused on customised products and solutions, new investors, and emerging markets.
03/12/2015
Following the announcement of a strategic review at the Wealth Management Association’s Annual Conference, CEO Liz Field has been undertaking an extensive programme of meetings with WMA member firms around the country to discuss the challenges and o
03/12/2015
Ultra High Net Worth Investment Trends
The highest percentage of Ultra High Net Worth investors (44 percent) said they had no interest in investing outside of the United States.
03/11/2015
Record High: Ten Million Millionaires in America
The number of wealthy American households are at their highest point ever
03/11/2015
Fortune’s 100 Best Companies to Work for
More than 252,000 employees at the participating companies were surveyed by the institute.
03/11/2015
Investec and RMB came out as the clear winners
03/11/2015
Over the past few years, Russians have been transferring ever larger amounts of money abroad. Switzerland now tops the list of destinations. Why is this?
03/10/2015
Wealth-X Reveals: The Top 10 Chinese Art Collectors
The combined value of these individuals’ collections is estimated to be US$2.57 billion.
03/10/2015
Quarter Four 2014 Report on Offshore M&A - Appleby
There were 628 deals in the quarter, down on 689 recorded in Q3 but likely to edge higher as the flurry of year-end transactions is reported.
03/09/2015
Millionaires aplenty in Hill Country towns, poll says
No. 1 in Texas for millionaires per capita; Kerrville 2nd