03/18/2016
In the recent report Robo-Advisors: The Hype, the Reality and the Future, published on February 29th by Gartner, Chuck Thomas notes the difference between digitization and digitalization applied to Wealth Management services. Our vision on what the future
03/18/2016
Over 5,000 investors surveyed
03/17/2016
New York and Dubai identified as preferred investment destinations
03/17/2016
"Swiss FinTech Report 2016 - The role of Switzerland as a FinTech hub" has been released by Swiss FinTech, the Swiss Finance + Technology Association together with EY.
03/17/2016
Some statistics include: Incumbents believe 23% of their business could be at risk
03/17/2016
UBS wants more of the QDII quota made available in the market so that the Swiss bank can offer products from global markets, she added.
03/17/2016
Trusts and estates practices are – or certainly can be – exceedingly lucrative for the lawyer and the law firm. For example, with the boom in private wealth creation, there is a growing need to address intergenerational wealth transfers. At th
03/16/2016
Rather, real estate consultant Nancy Packes told the Times, rich buyers may have simply already left the market, deciding the time to buy had passed.
03/16/2016
The Bloomberg Billionaires Index takes measure of the world’s wealthiest people based on market and economic changes and Bloomberg News reporting. Each net worth figure is updated
03/16/2016
BofA Merrill Lynch’s Fund Manager Survey recorded the biggest monthly jump in allocation to commodities on record in February, so who’s buying and who’s staying clear?
03/16/2016
To maximise the opportunities in emerging market debt, Van Eck takes an unconstrained approach to EM hard currency, EM local currency, and EM corporate debt.
03/15/2016
Face-to-face interviews were held in each country between September and November 2015 among the national population as well as expatriates.
03/15/2016
International wealth management, which covers private banking and asset management outside Switzerland but excluding Asia, is one of three divisions expected to power the turnround — the other two being the Swiss “universal” bank, and th
03/15/2016
The club expects revenue for the year to hit 500 million pounds which would be a first for a British club.
03/15/2016
Many trusts and estates lawyers see their world in transition with the final evolutionary form uncertain.
03/15/2016
The top five most popular locations within London are expected to be the usual suspects: Knightsbridge, Mayfair, South Kensington, Hampstead and St John’s Wood.
03/15/2016
The single-family offices in the study are heavily committed to the asset class, with 92 percent of respondents investing upwards of 10 percent of their overall portfolio in private equity.
03/15/2016
As domestic market growth slows down and more investment approaches are made available, it can be expected that properties in key western markets will continue being the target for Asian individual investors.
03/15/2016
The SAM program also seeks out other types of private commercial real estate deals.
03/15/2016
The figure is second only to China, where 32% of its UHNWIs are looking to migrate.