02/27/2015
The latest figures for all sectors of Jersey’s finance industry reflect an overall good performance, with the funds sector once again leading the way and recording its fourth consecutive quarter of growth to reach its highest level in seven years.
02/26/2015
There are 211,275 ultra high net worth (UHNW) individuals – defined as those with US$30 million and above in net assets – in the world and 79% of them own two or more residences.
02/26/2015
Julissa Arce went from selling funnel cakes in Texas to derivatives at Wall Street’s most profitable securities firm
02/26/2015
HKEx emerges as key destination for offshore IPOs, says Appleby report
02/25/2015
The highest percentage of affluent investors surveyed (21 percent) cited “international news” as the stories in the media most affecting their economic outlook. This is up from 10 percent from November, when this question was last asked.
02/24/2015
Growing Complexities of Asset Management Demand an Evolutionary Leap in Operating Capabilities - SEI
Study Cites Nine Challenges That Make Operations a Critical Factor in Business Success
02/24/2015
Wealth managers and IFAs under threat by tech upheaval
Asset managers will be not be blown away by technology’s winds of change, but advisers and wealth managers may not be as lucky
02/24/2015
In 2014 luxury real estate witnessed its slowest quarter of growth since 2012
02/24/2015
What this means, more broadly, is that activist hedge funds are bringing improvements to the efficient allocation of capital and resources in the economy overall, which is one of the key benefits of capital markets financing as opposed to bank financing.&
02/23/2015
SS&C GlobeOp Forward Redemption Indicator: February notifications 3.64%
“Redemption requests increased for the month of February, but remain consistent with historical averages,” said Bill Stone, Chairman and Chief Executive Officer, SS&C Technologies.
02/19/2015
Online and flexible learning, stagnant economic growth and shifting employer attitudes towards education have brought the value of the MBA degree into question
02/19/2015
Over the past seven years, five wealth management firms have taken control of $16.7bn (£10.9bn) through mergers and acquisitions, research from Scorpio Partnership has found.
02/17/2015
Following closely behind him is Alibaba chairman Jack Ma, whose net worth has surged to US$26.5 billion in the wake of the e-commerce giant's 2014 IPO, the largest in history.
02/17/2015
Weakening Expectations in China Limit Impact on Global Growth Outlook
02/17/2015
Black money in Swiss banks
Wealthy individuals seek professional assistance from investment bankers to manage their funds
02/16/2015
Social mobility will drive an increase in China’s UHNW population in the lowest wealth tiers
02/16/2015
The combined wealth is now being held by at least 1.5 million wealthy households in the GCC
02/16/2015
And in 2014, New York and Aspen saw prices rise 18.8% and 16%
02/16/2015
These kinds of behavioral biases are the ones that investors should try to overcome
02/13/2015
After the news that HSBC's Swiss private banking arm helped customers evade millions of pounds in tax, the news that Switzerland is the world's biggest tax haven will be unsurprising.