01/29/2019
Wealthy investors keep half their money in cash
This trend could be seen across age groups, with 31 per cent of under 35-year olds holding cash compared to 41 per cent of over 40s.
01/29/2019
This trend could be seen across age groups, with 31 per cent of under 35-year olds holding cash compared to 41 per cent of over 40s.
01/29/2019
“As ever even in an environment that a marketplace is stable the advice firms that focus on client needs, client service and that focus on the client outcomes and the advice journey are seeing their client numbers swell.”
01/29/2019
The top 20 managers have delivered nearly half the sector’s long-term gains
01/28/2019
Most conspicuous (and top of the price list) are the private islands and properties.
01/28/2019
The ageing of first and second generation HNWIs in Hong Kong and elsewhere in Asia presents the market with a great need to advise on strategies, structures and assets for the protection, preservation and transfer of wealth from the older generations.
01/25/2019
It’s complicated!
01/25/2019
When the IBM Watson Personality API analyzed these female tech leader's words, it identified nine traits as being most dominant.
01/24/2019
The economy of Switzerland ranks first in the world in the 2015 Global Innovation Index and the 2017 Global Competitiveness Report, according to the United Nations.
01/24/2019
The underpinning assumption was that if you didn’t work on Wall Street, you needed to buy products from a manager who had wise advice and valuable insight.
01/24/2019
Last year was spectacular, starting with peak euphoria and ending with violent December drama of a type not witnessed since 1931.
01/24/2019
Without further ado, here are some of the most expensive vape mods on the market today.
01/22/2019
In February 2009, it was announced that the singer was meant to host an auction that year, with over a thousand items of personal memorabilia going on the block, including many of his cars.
01/22/2019
In Kenya, these super rich people will have increased in their number by 9.8% in 2023
01/22/2019
The number of millionaires may be the highest in the US and China, but that is not where they are growing the fastest! Here is the top-10 list of fastest growing millionaire population.
01/22/2019
Over the long term, this may cause “geographical shifts in suitable grapevine varieties and production areas.”
01/21/2019
The super-rich aren’t waiting to be clobbered for tax by Labour, write Tommy Stubbington and Benedict George
01/21/2019
"Public Good or Private Wealth", Oxfam's annual report, calculated that last year a mere 26 people owned more than the 3.8 billion people who make up the poorest half of humanity
01/18/2019
“Client onboarding,” he explained, “should offer the best customer experience for FIs to retain clients.
01/17/2019
The changing nature of customer expectations and how balancing technology with bespoke face-to-face advice will separate the good advisers from the best ones.
01/17/2019
HNWs also want larger living spaces, energy efficiency and faster broadband as well as unique features, good transport links and infrastructure – schools, a GP surgery, boutiques, restaurants and other retail space.