05/15/2014
The UK wealth landscape in 14 graphs
The 81 banks come from 25 different countries, with the largest proportion, 32 banks (or 40%), domestic UK banks.
05/15/2014
The 81 banks come from 25 different countries, with the largest proportion, 32 banks (or 40%), domestic UK banks.
05/14/2014
Unity Marketing provides straight talk and straight answers about the best customer prospects to build a retail business -- the Affluent Shoppers who still have discretionary money left to spend
05/14/2014
Employees in low-risk, fee-heavy businesses such as asset management may see their bonuses rise by as much as 10 percent
05/13/2014
The gross return of the SS&C GlobeOp Hedge Fund Performance Index for April 2014 measured -0.59%.
05/13/2014
The gross return of the SS&C GlobeOp Hedge Fund Performance Index for April 2014 measured -0.59%.
05/13/2014
Our core views about the investment outlook remain unchanged. We believe the global economy is likely to grow steadily throughout 2014.
05/13/2014
Global investors have increased cash and scaled back risk-taking, amid fears of geopolitical instability and questions about the strength of the global economic recovery
05/12/2014
Charity Commission guidance (see below) recommends that there is a clearly delineated section of the trustees report headed up as a Strategic Report and that the information required by certain SORP requirements as noted in the table will be presented in
05/12/2014
Delivering the Goods
05/12/2014
Asia's affluent middle class is rising rapidly as wealth in China is set to overtake Japan's by 2015
05/12/2014
By the end of this decade Singapore is expected to dislodge Switzerland as the wealth management capital of the world.
05/12/2014
There was a 67% uplift in financial services jobs in April 2014, compared to the same month last year.
05/09/2014
The world's up-and-coming wealthy, customer focus is the number one factor in their ongoing relationship with their wealth manager, and, generally, wealth managers are meeting clients' fundamental expectations.
05/08/2014
Those companies that market to the affluent consumer segment are going to have to be on the top of their sales game on this year, as a new attitude of austerity takes hold.
05/08/2014
There will be further expansion of mergers and acquisition (M&A) activity into 2015, according to Standard Life, the global investments manager.
05/08/2014
According to a study released by SEI, NPG Wealth Management, and Scorpio Partnership, the world’s millionaires increase assets held at a wealth manager by 18% over a 20 year relationship.
05/07/2014
British expats on the warpath for a life packed with fun in the sun are now swerving away from traditional European hotspots and are instead increasingly favoring the United Arab Emirates, a report has found.
05/07/2014
In the heated debate over inequality, the wealthy are usually portrayed as the cause rather than the solution.
05/07/2014
Goldman Sachs Asset Management has released its third annual insurance survey with results indicating that insurers are looking to increase risk to combat low yields.
05/07/2014
FX is ready to call Draghi’s bluff, and it will need a very, very good reason to not do so this week