03/12/2015
Hedge fund managers eagerly adapt to changing markets investors and products- RESEARCH
The hedge fund industry is transforming, with managers increasingly focused on customised products and solutions, new investors, and emerging markets.
Research
03/12/2015
Outcome of the WMA Strategic Review Announced
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
Best banks in SA for private clients
Investec and RMB came out as the clear winners
03/11/2015
Money from Russia boosts Switzerland’s wealth
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
03/09/2015
Reluctance to spend big at home is the reason
Fortune Character Institute's 2014 China Luxury Report found that 76 percent of Chinese luxury consumption occurred overseas last year
03/09/2015
Where the Wealthy Invest Their Funds
Alternatives are making headway in the portfolios of wealthy investors
03/08/2015
Surge In New Impact Investing Funds, Study Says
Private equity/venture capital funds have proven especially attractive to investors, and have driven the growth of impact investing funds., according to the study.
03/08/2015
Emirates Investment Bank publishes its second GCC Wealth Insight Report
GCC HNWIs are more optimistic on the prospects for the Gulf economies than global markets Significant uptick in the proportion of HNWIs who prefer to keep their assets closer to home than to invest them globally
03/08/2015
Robo Doubt: IMCA Members Skeptical On Rise Of Financial Technology
They also don’t agree that technology is the way to reach future investors.
03/08/2015
Majority of expats are sending money abroad, survey finds
The National’s survey questioning expatriates on remittance, among other financial habits, found 86 per cent of employed expats transfer money to their home country.
03/06/2015
Financial Services Industry Falls Short in Serving Women Investors - Pershing
Advisors must understand that women invest with a purpose in mind in order to effectively serve them
03/06/2015
Are Today's Emerging Affluent Investors Millionaires in the Making? - Fidelity
The 7th Fidelity® Millionaire Outlook Finds the Emerging Affluent Have the Potential to Exceed the Wealth of Today’s Millionaires, Based on 6 Wealth-Building Factors
03/06/2015
Sales strategies: Three reasons digital marketing doesn't work
This is not what you’d expect from someone who leads a digital marketing firm, but it’s true, and the “truth will set you free”
03/06/2015
Nearly 30% of U.S. HNW Investors Define Themselves As Self-Directed Investors
The report focuses on the three constituencies of investors, providers, and asset managers.