03/21/2016
This figure was up from 29 per cent the year before, the worldwide survey of more than 5,370 high net-worth individuals across 19 countries found.
03/21/2016
All of this wealth is held in tax havens, which are jurisdictions with weak regulations and strong secrecy laws
03/21/2016
The most promising emerging African markets for private banking are Ghana and Kenya
03/21/2016
The list, compiled by market research firm Fund Buyer Focus, shows Aberdeen was voted the 13th most popular fund management brand, the Financial Times reports.
03/18/2016
As private banks step up their efforts to win offshore business from wealthy people in China, how can you stand out from the competition and keep your clients happy?
03/18/2016
People who are masters of their profession — for example lawyers, architects or engineers — may not be the most interested in or best equipped to do well managing people, Vanderslice points out.
03/18/2016
The PwC report is based on a survey of 544 CEOs, heads of innovation, chief information officers, and top management personnel in financial services companies from 46 countries around the world.
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