04/04/2016
Estimates for the Private Client Indices and ARC Charity Indices
Fluctuations in Sterling versus other currencies meant that international equities generally out performed UK.
Research
04/04/2016
The Super-Rich Are Likely To Be Poor Clients For Many Financial Advisors
The downside of focusing on the super-rich can offset the advantages.
04/04/2016
Time for Africa to tax the rich
This means African governments are losing out on roughly $15 billion in taxes annually, and this does not take into account nonfinancial wealth.
04/03/2016
How FinTech is Forcing Banking to a Tipping Point
Citigroup, one of the world’s largest financial institutions, has just released an important FinTech report that predicts big changes as a result of new financial start-ups
04/01/2016
BNY Mellon's First-ever "People Report" Showcases a Talent Strategy that Powers Business Performance
In the report, BNY Mellon showcases how raising the bar on people and performance is enabling a 230-year financial services firm to transform itself to attract, engage and retain employees, exceed client expectations, enhance shareholder value and improve
04/01/2016
Combining assets and tax tools to maintain a client's lifestyle
The Donaldsons have liquid investments of £110,000 in ISAs and about £800,000 in a general investment account.
04/01/2016
Unigestion’s Direct Opportunities Fund Sees Successful First Close
Unigestion has announced that it has successfully held the first close of its private equity fund, Unigestion Direct Opportunities 2015.
04/01/2016
Miton’s Anthony Rayner: “Emerging into the limelight”
As a result, our basket of stocks, which is small in aggregate, tends to avoid direct commodity exposure and the exporters.
03/31/2016
Pay report 2016: the breadwinners in wealth management
Our exclusive report reveals the distribution of wealth management remuneration across the UK.
03/31/2016
The adviser merry-go-round continues - Equifax Touchstone
Adviser FCA registrations up by 53% in 2015
03/31/2016
Rebuilding the brand
After the unravelling of its banking secrecy laws, scandal at FIFA and economic pressures dealt a further blow to the country’s reputation for stability.
03/31/2016
Number of U.S. Securities Class Action Settlements at Highest Level Since 2010
“The increases in case filings may suggest that higher numbers of settlements will persist in the near future. While settlement volume fluctuates from year to year, the size of the typical settlement tends to remain fairly consistent.”
03/31/2016
Exodus of 10,000 millionaires amid rising Muslim tensions
Rising tensions in France, especially in Paris following a series of Islamist terrorist attacks in 2015, have spurred an exodus of its super-wealthy citizens, a new report on migration trends of millionaires and high-net worth individuals across the world
03/31/2016
Could a banker be ever paid like an accountant?
Eight years after the global financial crisis, bankers are still reviled by politicians and distrusted by regulators.
03/31/2016
This real estate market is about to crash
The tallest residential structure in the Western Hemisphere sits at 432 Park Avenue in New York City.
03/30/2016
New report gives insight into tax costs for expats investing in real estate
It analyses the costs for foreign individuals buying a property in 15 key cities around the world as well as the holding and selling costs over a five year period from 2015 to 2020.
03/30/2016
Wealthy Young Americans' Approach to Philanthropy Mirrors the Ultra-Wealthy -- SEI Survey
New data released by SEI indicates that when it comes to philanthropy, the youngest high-net-worth Americans share habits and attitudes with the wealthiest individuals and families in the country.
03/30/2016
Who’s in the running to be crowned MM’s adviser of the year?
The other worthy shortlisted firms are Paradigm Norton Financial Planning, Saunderson House, True Potential and Westminster Wealth Management.
03/30/2016
World Wealth: The number of millionaires moving to London has slowed to a trickle
Other cited the high cost of living in London as one of their main concerns, as well as the ongoing immigration from Europe and the Middle East, cultural change in the city and rising religious tensions in the city.
03/30/2016
Wealthy investors reject robo-advice in Legg Mason survey
The sentiment appears to be shared overseas, with just 39 per cent of respondents globally expressing trust in online advice.