11/14/2014
"We estimate that the multi-family office channel is comprised of more than 200 firms that control more than $700 billion," states Donnie Ethier, associate director at Cerulli.
11/14/2014
Trends in Private Foundation Investment Looks at the Portfolios, Performance, and Preferences of Foundations with Less than $50M
11/13/2014
Given the boardroom battles that have taken place over recent years, it's hardly surprising - but a new ranking of last year's 15 best-paid European bank bosses shows UK bankers are among the most highly-paid in Europe.
11/13/2014
Adviser interest in Charles Stanley’s discretionary fund management model has been “slow” because its “different concept” is not what advisers are used to, the firm’s wealth management director admitted to FTAdviser.
11/12/2014
On average, ultra high net worth investors manage about half of their assets without professional assistance, according to a new Spectrem study of households with a net worth between $5 million and $24.9 million (not including primary residence).
11/12/2014
Among Ultra High Net Worth investors with a net worth between $5 million and $25 million, Fidelity was listed as the primary advisor for 10 percent, while Morgan Stanley was listed as the primary advisor for 9 percent of investors.
11/11/2014
Despite recent challenges posed by the slowdown in China, Asia is expected to see the largest volume increase of any region across spirits, wine and beer over the next five years.
11/10/2014
The biggest complaint about large banks from Spectrem’s focus group is not enough personalized customer service. According to the study, 42% of bank customers bank with lesser known financial institutions.
11/10/2014
At the third annual Creating An Excep-tional Family Office conference in Boston at the end of September, I had the privilege of moderating discussions with a number of top industry practitioners and trusted advisors to the ultra-affluent.
11/10/2014
The ideas, trends, and behaviors that will shape work and workplace in 2030 are already perceptible today, some are clearly evident whilst others are emerging quietly around us.