12/02/2016
Cerulli notes that many advisors and their clients are making greater use of passive investment options to reduce costs within portfolios.
12/02/2016
This population owns nine homes overseas, on average.
12/01/2016
With More Asset Allocation Changes Expected Globally, Institutional Investors May Find Value in Examining the Rigor of their Investment Decision-Making Process
11/30/2016
Business in all its forms is becoming more data- and technology-driven, and banking is no exception—increasingly it’s a fusion of finance and technology.
11/30/2016
According to the survey, called the Global Wealth Report, within 12 months, the average income of households decreased from $12,086 to $10,344.
11/29/2016
‘Limited leadership opportunities’ for female entrants, finds study of 26,000 funds
11/29/2016
The survey examines how wealth managers and private banks cope with the multitude of new regulatory requirements and continuous market reforms.
11/28/2016
UBS reveals findings of report into changing aspirations of wealthy UAE millenials
The satisfaction of building long term personal and professional relationships has brought me great wealth and rewards.
11/28/2016
Rathbones: Investors still need to stay focused on quality
Asset allocation strategist Edward Smith and chief investment officer Julian Chillingworth warn that high levels of uncertainty will increase market risk over the medium term.
11/28/2016
£1.83bn donated via 355 gifts, up 17% on last year and 19% in total value
11/28/2016
Risk diversification and increasing alpha are the main drivers for factor allocations
11/25/2016
How do you think technology will change the wealth management marketplace over the course of the next decade?
In early summer 2016 we set out to assess the UK wealth management industry’s view of how technological innovation will impact the industry over the next 5 to 10 years, with respondents comprising senior individuals from a range of organisations acr
11/25/2016
China has second-most multi-millionaires
The report notes that even though China accounts for nine percent of the global wealth, it also has one-fifth of the global adult population.
11/25/2016
The primary drivers in the global mobile wallet market include the rising penetration of tablets and smartphones and the rising use of mobile internet.
11/25/2016
A breakdown of Taiwan’s wealth portfolio reveals that financial assets comprise 64 percent of the net total.
11/25/2016
Art experts weigh in on the implications of possibly removing the French 'wealth tax'.
11/24/2016
It doesn’t incur capital gains tax or land tax.
11/24/2016
The most recent review shows that nearly half the world’s wealth is owned by a mere 0.7 percent of the world’s population
11/23/2016
The vast majority of America’s working class would surely welcome an invitation into the country’s growing legion of seven figure holders
11/23/2016
Asia Pacific will also remain as market leader with a CAGR of 14.5 percent during the forecast period.