09/25/2014
'Calculated Aggression' Distinguishes the Best Firms from the Good Firms, Pershing Study Says
Top-Performing RIAs Implement Offensive Positions to Yield Exceptional Growth Results
Research
09/25/2014
Wealth Managers to Become More Like Financial Quarterbacks - RESEARCH
On-Demand Data and Real-Time Decision Making Will Be Essential for Next-Generation Wealth Managers
09/24/2014
JOHCM International Equity Managers Cite New Zealand as Next Hotspot for Tech Companies
-Christopher Lees and Nudgem Richyal, co-managers of the $1.3 billion JOHCM International Select Fund, have highlighted New Zealand as the next hotspot for technology companies.
09/24/2014
Global Wealth Report sees middle class on the rise in most regions
Based on the findings of the report, the global gross financial assets of private households grew by 9.9 percent in 2013, the highest rate of growth since 2003.
09/24/2014
UBS creates in-house S&P tracker for wealth division
The fund was seeded by UBS Wealth, which moved £450m from the iShares holding to the new passive fund in September.
09/23/2014
Global Carbon Atlas: 2013 Figures for Worldwide CO2 Emissions Released
BNP Paribas today announced that 2013 data from the Global Carbon Project, to which around thirty laboratories worldwide have contributed, is now available on Global Carbon Atlas
09/23/2014
BCEE stays among world's top ten safest banks
Luxembourg's Banque et Caisse d'Epargne de l'Etat maintained its classification as the ninth safest bank in the world, in the latest edition of the Global Finance magazine ranking.
09/22/2014
SS&C GlobeOp Forward Redemption Indicator: September Notifications 3.25%
The SS&C GlobeOp Forward Redemption Indicator for September 2014 measured 3.25%, down from 4.19% in August.
09/22/2014
75pc of Chinese car owners plan to switch brands: BCG
China’s automobile market is entering a new pivotal phase in which the fortunes of both domestic and foreign automakers hinge on their ability to secure customer loyalty.
09/22/2014
Glass half full or glass half empty by Guy Wagner, chief investment officer Banque de Luxembourg​
How should we view the stock markets at the moment – optimistically (glass half full) or pessimistically (glass half empty)?
09/22/2014
Singapore remains critical component in Asia-Pacific strategy: UBS
The Republic is one of the world's fastest growing wealth management centres, with about S$1.4 trillion worth of assets under management in 2013.
09/22/2014
More People Buying Art as Investment
The findings of the Art & Finance Report 2014 show that the wealth management industry is taking a more strategic view on art as an asset class and how it might be used as a tool to build stronger and deeper relationships with clients, in an increasin
09/22/2014
Significant proportion of UHNW's have property in London and Monaco
At £3.43 million, the average apartment price in Fontvielle (Monaco’s most expensive address) is higher than the equivalent in Knightsbridge at 3.27 million, but the price gap between Monaco and London has been closing
09/21/2014
Myth Busting Family Businesses - KPMG
When most people think of a “family business”, their mind instantly turns to some version of a little corner shop, most likely run by a husband and wife. If not that, as there are famous examples of very successful family businesses, then most
09/21/2014
The Time for Succession in U.S. Family Businesses is Now - KPMG
Parents wanting to pass on the torch, or even just increase their heirs’ investment in the family business have a few options to transfer stock to their children while mitigating transfer costs.
09/21/2014
Go on, give it all away
“There are three sets of people. The first “I want to donate, I don’t have time”. The second “I want to give money and I know what purpose”
09/18/2014
Too Much Liquidity Forcing Banks Into Wealth Management?
Dick Bove says too much liquidity in the financial system is forcing banks Into wealth management
09/18/2014
Only 23 per cent of Singapore's wealthy plan to move: Poll
Singapore continues to be an attractive location for the well- heeled; only a fifth of wealthy individuals living in the city state plan to move abroad within the next five years
09/18/2014
Guernsey sees jump in new funds despite NAV drop
Guernsey’s financial regulator approved over 40 new funds in the second quarter of 2014.
09/18/2014
Banking Vs. Google, Apple and Amazon
he annual Temenos survey checked with 198 senior bankers, so it measures their perceptions of the marketplace.