08/21/2014
The study is based on responses from 129 wealth and trust company executives from North American community banks, regional trust banks, large global banks, family offices, and registered investment advisors.
08/21/2014
The 28-page booklet summarises the themes that AIMA has explored since 2008 as it sought to demonstrate the value of the world’s hedge fund industry to investors, financial markets and the broader economy.
08/20/2014
Home| The-Costs-of-A-Wealthy-Lifestyle More Sharing ServicesShare | Share on print Share on email Share on twitter Share on facebook Share on digg The Costs of a Wealthy Lifestyle The cost of living a wealthy lifestyle includes paying for util
08/19/2014
SourceMedia and its flagship brand American Banker have published "Making Wealth Management Work," a new research report that explores the acceleration of banks' interest and activity in the business of wealth management.
08/19/2014
Institutional investors across Canada are broadening the ways they use exchange traded funds and embracing more strategic applications for ETFs in their investment portfolios, according to a recent Greenwich Associates study.
08/19/2014
Africa has experienced substantial growth in its middle class over the past 14 years, according to a study by Standard Bank
08/18/2014
Wealth Managers are embracing a breadth and depth of third party services not seen in other markets.
08/18/2014
A generation of digital-banking customers is rising across Asia. They will want full digital access to the latest offerings and a more personalized set of products and services.
08/18/2014
The Luxury Institute has announced Convergent Wealth Advisors as third out of 39 leading national wealth management companies and private wealth managers in their 2014 LBSI Wealth Management Survey.
08/15/2014
Chinese households increased the amount of savings diverted into wealth-management products to a record 12.7 trillion yuan as the government tries to manage risks from an explosion in shadow banking.
08/14/2014
The gross return of the SS&C GlobeOp Hedge Fund Performance Index for July 2014 measured -0.37%.
08/13/2014
Nearly half of advisers already have the majority of their recurring revenue coming from fees, according to a FundsNetwork survey
08/13/2014
All five entrepreneurs on the Wealth-X list made their fortunes through their businesses in sectors such as oil and gas, steel and pharmaceuticals.
08/13/2014
Just 44pc of investors said that they were overweight equities, down from 61pc just a month ago
08/13/2014
Almost 20 percent of ultra high net worth investors get their wealth management services from a bank.
08/12/2014
BNY Mellon investor relations survey reveals an increased focus on international markets as a source of raising capital
08/12/2014
Europe Bears Brunt of Falling Sentiment but Emerging Markets Thrive
08/11/2014
The ranking, the first prepared by Mergermarket product InfraDeals, aims to capture deals in the energy, transport and social-infrastructure sectors whose steady inflation-linked revenues are favoured by institutional buyers.
08/11/2014
If enough investors believe in this thesis, it will undoubtedly become self-fulfilling as the herd stampedes for the exit
08/11/2014
One of the biggest challenges advisors face is helping clients try to catch up when they didn’t start saving for retirement in the early years of their careers