06/12/2018
It’s Billionaires at the Gate as Ultra-Rich Muscle In on Private Equity
In an era of hyper-affluence, JPMorgan and Credit Suisse cater to a super-exclusive class.
Comment & Analysis
06/12/2018
Overlooked Millionaires: Finding A Home In The Democratized Family Office Model Of Financial Advice
According to Bloomberg (subscription required), the number of millionaires in the U.S. increased by 2.4 million from 2010 to 2015 alone.
06/11/2018
Within a Generation, All Investment will be Impact Investing - Sailesh Navsaria
The emphasis in both sectors is making a measurable difference and we now see family offces, charitable foundations and wealthy benefactors employing capital both ways.
06/11/2018
Typical Day Office - Richard Branson
There was less urgency to reply that very second when I had received a letter in the post. We should give ourselves some boundaries.
06/11/2018
Old Mutual reveals Quilter offer price
In a separate announcement, Quilter announced it had appointed FTSE heavyweight Ruth Markland as a non-executive director.
06/10/2018
Swiss ‘real money’ fallout to ripple across markets
SNB Chairman Thomas Jordan has said forex interventions would be banned under Vollgeld.
06/10/2018
Cheah Cheng Hye: read all about it . . . China’s giants in waiting
Wealth, education and urbanisation will power the next investment wave
06/07/2018
Once-drab Warsaw changed by wealth into booming modern city
It's a completely different city from what it was even 20 years ago
06/07/2018
Technology Solutions Must Deliver the Best Client Experience Across the Wealth Management Landscape - RESEARCH
To take its capabilities to the next level, Pershing is now launching the next generation of integration services by adding "componentization" through NetXServices.
06/07/2018
Way financial advisers charge their clients revealed
The City watchdog found small firms were proportionally more profitable than larger ones.
06/06/2018
Citi MD: Bankers in Asia should be wary of “enormous salaries and inflated titles”
Rauhio says he will be expanding his team of South Asia bankers
06/06/2018
Citi scrutinized the investment accounts of thousands of its super-rich clients, and the findings reveal crucial lessons for every investor
According to Bailin, clients who had followed Citi's global asset allocation recommendations outperformed those who did not by up to 200-300 basis points per year for between one and three years.
06/06/2018
Dalio's Bridgewater Bearish on Financial Assets, ZeroHedge Says
Dalio said in January that the bond market had slipped into a bear phase and warned that a rise in yields could spark the biggest crisis for fixed-income investors in almost 40 years.
06/06/2018
South Africa: Where the 100% mortgage lives on – Izard
There are two main rates in South Africa – the repo rate and the prime lending rate.
06/06/2018
Lack Of Communication Killing Family Wealth
Many clients fear outliving their money and not being able to leave anything for their kids.
06/06/2018
Think-tank paper seeks to reframe positive role of international finance centres in facilitating global investment
The paper also illustrates how the tax neutrality offered by IFCs benefits investors and countries in terms of investment in infrastructure, wealth creation and future prosperity.
06/06/2018
World's top wealth fund opposed Musk's double role at Tesla
Norges Bank Investment Management (NBIM), which runs the world’s largest sovereign wealth fund, favors dividing the roles of CEO and chairman to boost corporate governance.
06/05/2018
CEOs of Two Major European Banks Say Blockchain Will Revolutionise Industry
While cryptocurrencies have largely been seen by their proponents as a challenge to the traditional banking system
06/04/2018
Italy’s ‘Trump’ Moment? by Gary Dugan
Giuseppe Conte, a law professor, will become Prime Minister even though he has never held public office.
06/04/2018
Interview with Mr. Mike Brown, Group Chief Executive Officer of Nedbank
And when we looked into our organization and defined our purpose, we set out Nedbank’s purpose as to use our financial expertise, that’s what bankers have.