07/26/2017
Australians believe it takes $5.3 million to be rich
Finder’s money exert Bessie Hassan said the idea of wealth had shifted dramatically
Research
07/25/2017
Sudden wealth isn’t necessarily good
'Bad things happen' when you hand someone a sizable check
07/24/2017
Uncovering Offshore Financial Centers
The building blocks of our method for identifying OFCs are what we call global ownership chains (GOCs)
07/24/2017
Wealthtech scores record number of deals in Q2 2017
UK-based challenger bank Atom Bank received the most investment of any Wealthtech company in the first two quarters of 2017.
07/21/2017
Regulatory Challenges a Top Concern for Executives in North America and Asia-Pacific - RESEARCH
Nearly Half of Respondents in Both Regions Plan to Increase Investment in Risk and Reporting Compliance Solutions in 2017
07/21/2017
The changing landscape of social-impact investing
This discussion is excerpted from the video series What happens next—usually available only to McKinsey firm members—in which Barton has in-depth conversations with colleagues and outside experts on topics relevant to our clients.
07/21/2017
Wealth Manager's 25 most popular fund managers in H1
The Citywire A-rated manager is currently responsible for investments and analysis in European smaller companies.
07/20/2017
Old Europe is launching a new Europe - UBP
The calm after the storm.
07/20/2017
The World is Getting Older − Policy Needs to be Wiser - RESEARCH
Above all other issues, one factor holds the greatest sway over retirement security: demographics.
07/20/2017
Hong Kong’s private wealth assets grow by 9%
This year, a total of 575 firms responded to the survey on a voluntary basis.
07/20/2017
The top 10 companies for women in 2017, according to female employees
Overall job satisfaction, perceived gender equality at work and whether they would recommend other women work at the company.
07/19/2017
Hedge Fund Gains Reach 4.87% in the First Half of 2017
Despite growing interest from hedge funds in AI and machine learning technology, the gap between the performance of discretionary and systematic funds continues to widen
07/17/2017
Investment Firms Increase Operations and Technology Spending in 2017
Tech spending and compensation rise amid complex industry landscape
07/17/2017
Chinese growth beats forecasts but looks set to slow - Schroders
Export growth has a good relationship with manufacturing in China, so any slowdown would challenge a key support of China’s robust growth.
07/15/2017
Immigration and the Chinese HNWI 2017 - RESEARCH
Hurun Report Releases Immigration and the Chinese HNWI 2017 in Association with Visas Consulting Group
07/14/2017
Wealthiest spend big on gifting
Gift-giving occasions have also extended beyond special occasions and holidays to include more casual moments and situations.
07/14/2017
SS&C GlobeOp Hedge Fund Performance Index and Capital Movement Index
SS&C GlobeOp Hedge Fund Performance Index: June performance 0.04%; Capital Movement Index: July net flows decline 1.80%
07/14/2017
Designing for humans
Wealth management firms must adapt their model, infrastructure, and workforce to ensure customer interaction is a low-friction, enjoyable experience, David Levi writes.
07/14/2017
Price of a beer defines alternative global cost of living index
Copenhagen most expensive place when tax is taken into account
07/13/2017
Credit Suisse Releases Mid-Year Hedge Fund Investor Sentiment Survey
Hedge funds saw the largest positive swing in net demand for any asset class surveyed this year