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Research

05/03/2016

Over half of wealth managers say Brexit would negatively impact FM industry

Around 56% of wealth managers questioned by Harrington Cooper for its latest survey believe a Brexit will be 'negative' or 'very negative' for the UK asset management industry, Investment Week can exclusively reveal.

05/03/2016

World's Biggest Investors Step Up Action to Protect Millions of Pensions from Climate Risk

Pension funds account for nearly two thirds of the index (322) and insurers nearly a quarter (118).

05/03/2016

These banking staff are most at risk of job loss

Banks have cut tens of thousands of jobs since the 2008 financial crisis as global regulatory changes have shattered the old banking models.

05/03/2016

Here's how many years of life being rich can buy you

The oldest five per cent of men kept plodding on until they were almost 96, while the most unfortunate made it to just 62.

04/29/2016

Investors’ views on bonuses, talent pools and value creation poles apart from CEOs- but they agree on cyber threats and key markets

Redefining business success in a changing world

04/29/2016

Traditional luxury brands increasing digital presence: Report

One way for brands to get around concerns of decreasing customer perceptions of exclusivity is limiting the variety of what is sold

04/29/2016

How to attract and retain high net worth clients

For financial advisory practices their real strength is in their personability and in having a personal relationship with individuals.

04/28/2016

UBS Wealth Management Americas Announces “ElectionWatch 2016” Client Program

UBS Wealth Management Americas will produce ElectionWatch 2016, a series of events and dynamic content designed to provide UBS clients with unique insights into the 2016 presidential election process, potential outcomes, and their policy and market implic

04/28/2016

Big shift in racial distribution of South Africa’s super-rich

This goal is expected to be reached by 2030.

04/28/2016

Succession plans crucial to family businesses, says UBS

Family firms in the Middle East advised to separate family assets from business assets

04/27/2016

Can Singapore, Shanghai Overtake Hong Kong In Popularity Stakes Among UHNWIs?

The comprehensive 2016 Knight Frank Wealth Report was published recently, with wealth and millionaire statistics provided by New World Wealth.

04/27/2016

76% of financial firms use digital technologies to improve ethical conduct beyond requirements - Mazars

Financial services companies are raising their standards of ethical conduct beyond new legal requirements, according to a global report issued today entitled “Digital Finance: Meeting ethics and compliance in financial services”.

04/26/2016

Regulatory scrutiny sees asset managers ratchet up tax focus - PwC

A sophisticated operational tax function is becoming a prerequisite for asset managers, PwC said.

04/26/2016

Fed on course for second 2016 rate hike despite moderate growth

The overall pace of US and global growth, however, remains moderate and many at the Fed remain concerned about economic and financial fragility.

04/26/2016

Family Office FFO AdProminent Athlete Adds Prominent Athlete Clients Including Draymond Green

FFO also inherits Compass Management Group executive Daniel Sillman, who will work as an advisor for FFO while continuing his role as Director of New Business Development at RSE Ventures, a sports, media & entertainment investment company co-founded b

04/26/2016

Wine mogul hits out over $500 million trade

However, according to the newswire’s report, Deutsch wanted to take out a majority stake in the company via Fidelity Family Office Services

04/26/2016

From Investment Advisor To Wealth Manager And Increasing Income From 40% To More Than 100%

Financial advisors who successfully made the transition have often seen their incomes rise by 40 percent to more than 100 percent.

04/26/2016

Hargreaves Lansdown four cement Rich List places

Four former Hargreaves Lansdown executives saw their wealth surge by £379 million last year, cementing their places in the Sunday Times Rich List.

04/26/2016

New Spectrem Report Examines the Evolving Attitudes and Mindsets of America's Wealthy Investors

Sharing regular perspectives about these important life milestones and issues can strengthen wealthy investors' ability to make those decisions

04/25/2016

Credit Suisse Publishes Sixth Annual Emerging Markets Consumer Survey

Saudi Arabia moves up on the consumer confidence scorecard in 2015 despite low oil prices Consumer sentiment negatively affected by 2015's challenging economic and market backdrop with India, China and Saudi Arabia remaining robust. The mega-trend o

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