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.”
07/10/2014
There is no clear investor-education authority insofar as investor education is concerned, a new survey by the CFA Institute showed. Among seven information sources listed in the poll, books, magazines and online media emerged as the top choice, garnering
07/10/2014
At the end of last month KPMG suggested we are entering a golden age as regulatory confusion clears. We ask four wealth managers what they think.
07/09/2014
The CIISF will be undertaking an in-depth review of the issues around cryptocurrencies
07/08/2014
It also highlights Santander’s Max 50% Shares fund and the Old Mutual Voyager Diversified fund, both of which use several of their own funds.
07/08/2014
Swiss Pensionskassen are paying on average 0.42% of their managed assets in asset management fees, according to a survey by pension fund association ASIP.
07/08/2014
Investors worldwide are at an impasse on reaching their financial goals, relying on little more than gut instinct as a guide to investing success despite admitted lack of investment knowledge, according to a recent survey from Natixis Global Asset Managem
07/07/2014
When you recognise that relatively recent net new money growth rates for the overall industry have been in the range of 3 per cent to 5 per cent
07/07/2014
This report is the result of extensive research covering the high net worth individual population and wealth management market in Hong Kong.
07/06/2014
Many of the participants considered their devices to be more important than coffee and television