03/31/2015
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
You'd want to root your private banking in centres that actually have all those attributes that clients want
03/30/2015
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
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
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
Agencies host exclusive breakfast on how brands should engage HNWIs
03/27/2015
The nation’s middle class is growing – and so is their appetite for ways to manage their wealth
03/27/2015
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
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 have higher personal financial worth than any other UK city apart from Bristol, according to a report.
03/26/2015
The wealthy are starting to care about their bad press
03/25/2015
Starting from next year, banks in London will need to verify that their staff are up to their jobs
03/25/2015
The study found that a majority plan to retire young and stay active in their later years.
03/25/2015
People in Scotland typically invest £4, 980 per year – more than those living in London and the south-east of England
03/24/2015
Rapidly advancing technology and sweeping regulatory changes are forcing wealth managers to adapt their service offerings, according to joint research by Deloitte and Efma.
03/24/2015
In five years, China’s mass affluent will have double the assets of their U.S counterparts
03/24/2015
New Wealth Builders today have $88 trillion in global assets
03/23/2015
Succession is more hazardous than ever, with only 14% claiming to have a robust succession process, below the global average of 16%
03/23/2015
All four centres gained points and retain their relative ranks in a biannual global financial centres index. New York remains the top centre, though by only one point on the 1,000 point scale. Tokyo, in fifth place, is 32 points behind the leaders.