10/27/2016
How Fidelity's robo for RIAs 'leapfrogged' rivals -- and why the landing might not stick
Fidelity weaves in eMoney wizardry to its super-bot but Geode's presence as de facto CIO stops some RIAs in their tracks
Research
10/27/2016
Wealthy Baby Boomers Set Standard For Millennials’ Wealth Management, According To SEI Survey
The digital survey was conducted among 282 ultra-high-net-worth individuals.
10/26/2016
Caution Prevails Among Asian Investors Cash holdings increase over the past year, with slight shift in product preferences
The survey reveals China is the only country that showed a more than one percentage-point uptick in holdings in the asset class between the 2015 and 2016 surveys.
10/26/2016
The 15 ‘richest’ cities in the world
Cities that are home to the most number of billionaires or millionaires may not necessarily be the wealthiest places on earth
10/26/2016
2016 U.S. Trust Study of High Net Worth Philanthropy Reveals Positive Giving and Volunteering Forecasts for the Coming Years
New Study Offers Insight Into the Motivations, Expectations and Behaviors of Various Demographic Segments of Wealthy Donors
10/26/2016
Why Women Aren’t Making It to the Top of Financial Services Firms
But this seemingly impressive statistic disguises an underlying lack of progress of gender equality in financial services.
10/26/2016
Meet the six billionaires who've made a debut in India Rich List this year
Six india inc members made their debut in the billionaires club this year
10/26/2016
Study: No direct relationship between hedge fund leverage and volatility and downside risk
The AIMA/CAIA study suggests that there is no direct relationship between hedge fund leverage and the volatility and downside risk of fund performance.
10/26/2016
Private Equity Firms Distribute Record $443bn to Investors in 2015
In third successive year of record distributions, private equity investors receive record net capital flows of $217bn as call-ups decrease
10/26/2016
Asia Hedge Fund Industry Sees Less Launch Activity in Q3
Asia-focused and -based hedge funds both see proportional launch figures fall, as fund managers turn towards a global focus
10/25/2016
London tops list for quality of life, sorry Paris and New York
Thirty cities were rated on their culture, entertainment, infrastructure, health and general happiness.
10/24/2016
Financial advisory firms are missing their growth target for assets under management, revenue
After falling short of their goals, advisers are trying to figure out how to get back on track
10/24/2016
These financial markets professionals expect to face 34% pay cut
Hedge funds, which charge some of the highest fees in the money-management business.
10/24/2016
Bloomberg offers new gender-equality index to promote women’s roles in business
Sun was in Hong Kong, Tokyo and other Asian markets last week to introduce the index and encourage more Asian companies to join the index.
10/24/2016
Ultra-wealthy still interested in buying real estate despite slowdown, uncertainty
High net worth individuals feel good about their lives, are confident about their decisions and have a very strong intent to purchase real estate
10/24/2016
Michael Blake: «We Plan to Hire 40 Relationship Managers in Asia»
Fifty percent of assets are not professionally managed and we are in the midst of an inter-generational transfer of wealth.
10/24/2016
More Than A Dozen Swiss Banks Under Investigation For Money Laundering
A new report makes a mention of how as many as 15 Swiss banks could be involved in a major money laundering scheme.
10/21/2016
Northern Trust Survey: Investment Managers Expect Fed Rate Hike, Increased Market Volatility
U.S. elections could lead to portfolio shifts
10/20/2016
Singapore seminar to showcase Guernsey’s capital markets and fiduciary expertise
The free-to- attend seminar, which takes place at the Credit Suisse Wealth Institute, One Raffles Link on 7 November
10/20/2016
South Africa’s top asset managers: Former boutiques now nation’s biggest, best
Companies that started out as boutiques have slowly but surely established themselves as the major asset management players.