03/21/2016
Switzerland loses top spot in happiness report
The 2016 study – its fourth edition – for the first time takes into account the consequences of income inequality.
Research
03/21/2016
The wealth map of Britain is changing - Kleinwort Benson
Within a decade, females are likely to own around 60% of the UK’s wealth. We take a look at how this shift may affect investing habits.
03/21/2016
One in four UK employees will share sensitive information outside the company
The survey found that 87 per cent of employees would react negatively if their personal information was breached by a company.
03/21/2016
High net-worth, older UK investors most cautious in Europe, while millenials more likely to invest in riskier assets
This figure was up from 29 per cent the year before, the worldwide survey of more than 5,370 high net-worth individuals across 19 countries found.
03/21/2016
$181 billion Indian black money in tax havens?
All of this wealth is held in tax havens, which are jurisdictions with weak regulations and strong secrecy laws
03/21/2016
South Africa: SA Is Africa's Hub of Private Banking - Report
The most promising emerging African markets for private banking are Ghana and Kenya
03/21/2016
Who are the biggest brands in fund management?
The list, compiled by market research firm Fund Buyer Focus, shows Aberdeen was voted the 13th most popular fund management brand, the Financial Times reports.
03/18/2016
13 ways to successfully schmooze Chinese clients
As private banks step up their efforts to win offshore business from wealthy people in China, how can you stand out from the competition and keep your clients happy?
03/18/2016
Are Good Managers Born or Made?
People who are masters of their profession — for example lawyers, architects or engineers — may not be the most interested in or best equipped to do well managing people, Vanderslice points out.
03/18/2016
PwC Report: While Fintech Disrupts Banks, the Blockchain Disrupts Fintech
The PwC report is based on a survey of 544 CEOs, heads of innovation, chief information officers, and top management personnel in financial services companies from 46 countries around the world.
03/18/2016
Robo-Advisors Are Disruptive, but Hybrid is Much More: It’s Transformational
In the recent report Robo-Advisors: The Hype, the Reality and the Future, published on February 29th by Gartner, Chuck Thomas notes the difference between digitization and digitalization applied to Wealth Management services. Our vision on what the future
03/18/2016
Legg Mason survey: UK investors hold more than third of assets in cash
Over 5,000 investors surveyed
03/17/2016
61% of UAE High Net Worth Individuals Set to Invest in Global Real Estate in 2016, says Cluttons
New York and Dubai identified as preferred investment destinations
03/17/2016
Swiss FinTech Report 2016
"Swiss FinTech Report 2016 - The role of Switzerland as a FinTech hub" has been released by Swiss FinTech, the Swiss Finance + Technology Association together with EY.
03/17/2016
PwC: Banking Execs Fear Risk Due to Fintech Innovation & Disruption
Some statistics include: Incumbents believe 23% of their business could be at risk
03/17/2016
Deregulation slowdown poses biggest challenge to UBS in China
UBS wants more of the QDII quota made available in the market so that the Swiss bank can offer products from global markets, she added.
03/17/2016
How Trusts And Estates Lawyers Can Double Their Revenues In A Year
Trusts and estates practices are – or certainly can be – exceedingly lucrative for the lawyer and the law firm. For example, with the boom in private wealth creation, there is a growing need to address intergenerational wealth transfers. At th
03/16/2016
Supply glut stalling out luxury resi market
Rather, real estate consultant Nancy Packes told the Times, rich buyers may have simply already left the market, deciding the time to buy had passed.
03/16/2016
Top 400 Billionaires’ Wealth Rises to $3.896 Trillion
The Bloomberg Billionaires Index takes measure of the world’s wealthiest people based on market and economic changes and Bloomberg News reporting. Each net worth figure is updated
03/16/2016
Wealth managers on the fence despite commodities shift
BofA Merrill Lynch’s Fund Manager Survey recorded the biggest monthly jump in allocation to commodities on record in February, so who’s buying and who’s staying clear?