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
07/04/2014
‘Many advisors still have work to do to develop their cybersecurity programs,’ says IAA’s Grossman
07/04/2014
Assets under management (AUM) at Nordea Investment Management rose to around €151bn at the end of 2013
07/04/2014
But this year, UBS expects the economy to expand by just under 4 per cent
07/04/2014
Global M&A activity has rebounded strongly on the back of increased risk appetite and improving valuations.
07/03/2014
Number of HNWIs in South Africa to Grow by 16% Through 2018
The growth in the South African HNWIs volumes and wealth are predicted to improve in the next 5 years.
07/03/2014
New research finds that there were 581 Ultra High Net Worth Individuals in South Africa in 2013, with an average per capita wealth of US$124.7 million
07/03/2014
The Best Green Global Brands report seeks to capture everything that brands do to make the world a better place.
07/03/2014
Mr Gupta told a DBS Private Bank lunch that he was among the few who felt the US rebound was slow-going.
07/03/2014
Twenty-five percent of Millionaire investors wish they had saved more before the recession, while 25 percent wish they had taken more investment risks.
07/03/2014
Affluent Asian investors were most likely to express concern about financing their children’s education, while nearly half of Hispanics have their grandchildren’s education on their minds.
07/03/2014
A sun-soaked holiday is what we're least willing to give up. We spend £2,816 a year on holidays on average, but just 3% of Brits would consider giving up their break in order to save.