07/17/2014
UBS retains wealth management crown as assets rise 15 per cent
UBS did especially well because of its expanding emerging market client base, which accounted for a quarter of the £37bn of inflows it received last year.
07/17/2014
UBS did especially well because of its expanding emerging market client base, which accounted for a quarter of the £37bn of inflows it received last year.
07/16/2014
Survey Shows Experiential Marketing Through Events Remains A Key Tool For UHNW Engagement
07/16/2014
This report reviews the performance and asset allocations of HNWIs and Ultra HNWIs in Paraguay. It also includes an evaluation of the local wealth management market.
07/16/2014
Their fortunes are growing at one of the fastest paces in the world amid an economic renaissance spurred by government spending on civic works such as roads, airports and metros.
07/16/2014
According to new research from global analytics firm Cerulli Associates, wirehouses face unique challenges in adding more investor relationships.
07/16/2014
This report reviews the performance and asset allocations of HNWIs and Ultra HNWIs in the Dominican Republic. It also includes an evaluation of the local wealth management market.
07/15/2014
As European consumers move online, retail banks will have to follow. The problem is that most banks aren’t ready.
07/15/2014
The total size of the industry now stands at US$2.12 trillion.
07/15/2014
In terms of which emerging markets offer value at present, Wade remarked that he is concerned about China, and the need for ‘parts of the economy to rein in debt levels’
07/15/2014
A net 61 percent of global asset allocators are now overweight equities. This ranks as the survey's highest reading on this measure since early 2011 and represents the panel's second-strongest response ever.
07/15/2014
Titles are conveyed virtually automatically to brokers who bring in enough money, even if they are relative newcomers, as long as they have not run afoul of regulations or internal rules.
07/14/2014
June performance 1.16%; Capital Movement Index: July Net Flows Decline 1.77%
07/14/2014
According to global study by Aite Group and SunGard, asset managers and asset servicers are struggling to manage pressure on the middle and back office operations.
07/14/2014
It surveyed 300 senior executives at asset management firms across Europe, the Asia Pacific,...
07/13/2014
Corporate success most leading French companies make their money outside France’s stalled economy mainly lay behind the rise, which followed a 25 per cent increase in 2012.
07/13/2014
In its first global study, Ipsos Mori reveals how technology, economics and data are causing unprecedented change on a global scale. Matt Warman reports
07/11/2014
Wealth management firms are trying to get millennials excited about investing and hope to win their trust and the sizeable wealth they are expected to control in the future.
07/11/2014
The Outstanding Industry Contribution Award went to Jupiter's vice chairman Edward Bonham Carter
07/11/2014
In land-scarce Singapore, real estate is king. That is why Philip Ng, CEO of Far East Organization, is the richest man in the Southeast Asian city-state with an estimated net worth of US$5.2 billion, according to a Wealth-X list of the top 10 Singapore-b
07/10/2014
Oracle Capital Group has just launched “The Global Entrepreneurial Report: Emerging Wealth 2014.”