11/16/2017
The state of the deal: M&A trends 2018
The results of our fifth survey, The state of the deal: M&A trends 2018, point to strong deal activity ahead.
Comment & Analysis
11/16/2017
Advice the face of wealth management evolution
Advice has become so regulated that it has preserved the rich.
11/16/2017
Global Wealth Report 2017 - RESEARCH
According to the report, global wealth should continue to grow at a similar pace to the last half a decade and is anticipated to reach USD 341 trillion by 2022.
11/16/2017
You're not rich until you have $100 million, say rich people
An analyst from U.S. Trust estimated the hypothetical couple would need to have a net worth of $190 million to sustain this lifestyle.
11/15/2017
Markets Just Got Too Rich for Private Wealth Manager Cashing In
In Asia, the sell-off extended to a fourth day on Wednesday, after a regional gauge hit a decade high last week.
11/15/2017
EMEA sub-advised fund industry sees 1.7 per cent growth in Q3
Liquid Alternative funds have seen 19.3 per cent YTD AuM growth.
11/15/2017
Most Wealth Managers Are Not Knowledgeable When It Comes To Private Placement Life Insurance (PPLI)
PPLI And Private Placement Variable Annuities Can Be Very Powerful Ways For Affluent Individuals To Grow Their Wealth
11/14/2017
High-net-worth investors laser-focused on outcomes and standards - RESEARCH
High net worth clients believe in the importance of advanced voluntary standards for their advisors.
11/14/2017
St. James’s Place – 'Brexit pressures rise on weakened government'
The UK passed the midpoint between the EU referendum and the UK’s EU exit date, with a deal still distant
11/14/2017
Hawksmoor’s Award-winning Distribution Fund tops £100m
Daniel Lockyer, CIO & Senior Fund Manager at Hawksmoor said: “This is great news for the Hawksmoor Fund Management team, as our managed Funds continue to go from strength to strength.
11/13/2017
November: Remember by Penny Lovell
Firstly, I stumbled upon an article which said that millennials are far more to be satisfied with their salary and standard of life than the average baby boomer.
11/13/2017
Kochie’s tips for making wealth last once you hit retirement
The first step is to understand the threat, think about it, and plan on avoiding it.
11/13/2017
Close to the edge by Tim Price
On the basis of these facts alone, what do you think would happen to global stock markets ? Would they be higher, or lower – and perhaps much lower ?
11/13/2017
Trusts & estates lawyers are operating in turbulent times
What Are The Key Concerns Of Trusts And Estates Lawyers?
11/12/2017
Not All Offshore Funds Are Bad, Just Ask The Queen
Some Structures Help The Rich Evade Tax But Many Are Legitimate
11/11/2017
If You're Rich, This Is What You Need to Know About Estate Planning
The heirs of high net worth individuals aren't interested in any of the fancy art or antiques that their parents pass to them.
11/11/2017
The 20 percent club: hedge fund stars of an industry rebound
A group of prominent hedge funds have roared back with market-trouncing returns in 2017.
11/10/2017
How ethical hacking can prevent fraud
Many companies will turn off the power to the server room to see if the UPS and generator will in-fact take over as expected.
11/09/2017
Coutts claims Facebook is financial adviser of the future
Analysis from IRN Consultants highlighted recent research which showed each new robo-advice customer signed up is losing the company £162.50 on average
11/09/2017
'Markets are in a kind of dreamland' — and the ingredients for a crash are all here
The firm has been warning about some kind of market chaos for some time.