01/13/2016
BNP Paribas Wealth Management report: super league in-depth analysis made available by top research firm
It offers insight into the company’s strategy, financial results, and marketing activities.
Research
01/13/2016
SEC Administrative Proceedings Increase as Constitutional Challenges Continue
New report draws on recently launched Securities Enforcement Empirical Database (SEED)
01/13/2016
Rise in global wealth of top 1 per cent is harmful to the wellbeing of remaining 99 per cent, shows new research from Oxford Profess
New research by Professor at Said Business School, University of Oxford, identifies worrying relationship between the rise in wealth of top 1 per cent and issues of public health and productivity
01/13/2016
Transparency is Differentiator When HNW Investors Seek New Advisor
These findings and more are from the January 2016 issue of The Cerulli Edge - U.S. Edition, which examines how wealth managers should address affluent households concerns, multi-family offices and their positioning to win the battle for wealthy clients, a
01/12/2016
Climate change means more fear, less fun for global middle class: UBS
In those top-risk cities, the middle class spent between 0.6 and 0.8 percent more on housing compared to the national average, and less on luxuries, entertainment and durable goods.
01/12/2016
A Baker, A Cherry Placer or Julius Baer?
As the new year begins and resolutions to become fighting fit are considered (and quietly discarded!), in the world of wealth management and private banking, budgets are being set, business development and strategy plans are being put in motion and the su
01/12/2016
Successful EU marketing by Jersey fund managers evidenced by sustained growth in AIFMD private placement statistics
Jersey saw some significant private equity and real estate fund launches towards the end of 2015
01/11/2016
Baby Boomers Need To "Bank On" Millennials To Change The Way We Manage Money
Millennials are changing the face of the money world.
01/11/2016
Record growth for exchange traded funds despite regulatory fears
The fear is that the structure of ETFs and index funds could worsen market shocks when they happen.
01/11/2016
Global Asset Managers Rising to Challenges of 2016
Across globe downward pressure on fees set to intensify
01/11/2016
American Citizens Abroad Global Foundation seeks views on tax laws
Recently enacted tax laws for ex-pat Americans topic of new survey; results to inform research effort
01/11/2016
American Citizens Abroad Global Foundation seeks views on tax laws
Recently enacted tax laws for ex-pat Americans topic of new survey; results to inform research effort
01/08/2016
Affluent Hold Charitable Companies in High Regard (but Will They Invest in Them?)
Affluent investors appreciate a company's charitable initiatives, but financial returns trump "doing good."
01/07/2016
What are the challenges facing Asia’s wealthy?
Growing challenge of how to sustain wealth in Asia
01/07/2016
Building A Plan For Wealth In One Day
Every January, millions of Americans promise to fix the situation.
01/07/2016
New World wines thrive in challenging Chinese market
The market for wine is rebounding strongly for New World wines, according to reports in the Chinese news media.
01/07/2016
Island boasts eight in top 200 power women
The list includes views from some of the awardees on issues like quotas for women, their role models and charity work.
01/05/2016
City bankers' bonus will amount to a quarter of those of private equity firms' employees
The survey, which covered 1,000 City of London staff, also found that wealth managers and private bankers expect to receive an annual bonus worth on average £59,196 $87,000, amounting to about 60% of their salary.
01/05/2016
Monopolisation of wealth by UK super-rich accelerates
Its main findings showed that the total wealth of private households in the UK, which includes wealth from private pensions, was over £11 trillion.
01/05/2016
America’s richest 400 households paid a 16.7 percent tax rate in 2012
These 400 households collectively comprise 0.0001 percent of taxpayers, but accounted, by themselves, for roughly 1.5 percent of all income.