12/20/2015
Michael Dobson, Schroders: Inscrutable and immovable
The Etonian has run a pillar of the City for 14 years and has no plans to hand over reins
Research
12/19/2015
Richest Britons piling up wealth three times faster than poorest
For the bottom half of all households, total wealth rose by just 7 percent during that period
12/18/2015
Cerulli Projects ETF Assets Will Exceed $6 Trillion by 2020
Cerulli believes the slow erosion of mutual fund assets by exchange-traded products will prompt a growing number of asset managers to enter the ETF market.
12/17/2015
Merrill Lynch Is High On Marijuana
They’re your centers of influence, but are lawyers and their firms also a weak link when it comes to protecting your clients from cyber attacks?
12/17/2015
Why China's women are being pursued by wealth managers and property agents
China’s damas have plenty of spare cash to invest, and a good sales attitude matters more to them than solid professional knowledge, say wealth managers
12/17/2015
Deloitte: Growth potential for Islamic Sukuk financing in Europe
Newly released report and executive program bring industry leaders together to further discussion on the way ahead
12/17/2015
A Year in Review for Royal Bank of Canada
Royal Bank had a stellar year across many metrics
12/17/2015
Why China's women are being pursued by wealth managers and property agents
China’s damas have plenty of spare cash to invest, and a good sales attitude matters more to them than solid professional knowledge, say wealth managers
12/16/2015
This NYC Startup has Gathered $1.5B in Assets… What Have You Done This Year?
When a company has gathered $1.5B in assets and has created over 30,000 accounts that could be all the help you need in deciding.
12/16/2015
LGT Asset Allocation for Q1/2016
The energy price slump’s negative year-on-year effect on the inflation indices will fade
12/16/2015
Robo-advisors and ‘digital giants’ are biggest threat to asset managers, Misys research unveiled
While new challengers will likely launch with strong digital distribution models, traditional asset managers will win out with even stronger diversification in asset class coverage.
12/16/2015
Meet the UK's super-rich whose wealth has surged since the recession
The average age of the world's billionaires is expected to be around 70 by 2019, research suggests
12/15/2015
Fitch Affirms J. Safra Asset Management's Ratings at 'Highest Standards'; Outlook Stable
The rating affirmation of J. Safra Asset reflects its well-formalized and consistent practices for investment process, risk controls and compliance, in addition to its robust and segregated structures for fiduciary administration and custody, in line with
12/15/2015
Lessons From The Former Ultra-Rich
While the reasons for the drop differed, the New York Times says many were cases of having too much money tied in one investment and too little in a liquid investment like cash.
12/15/2015
Once a billionaire, not always a billionaire
The report examined the differences between billionaires’ wealth creation, preservation and philanthropic practices across the U.S., Europe and Asia.
12/14/2015
Nations Around the World Look at Transforming Banking Systems
Engdahl notes that the financial sanctions launched by the US Treasury in 2014 have forced a critical rethinking among Russian intellectuals and officials.
12/14/2015
Banks trumpet bumper year of ‘elephant’ takeover deals
It looked like 2015 would break all merger and acquisition records – and it did
12/14/2015
HSBC Says Women Entrepreneurs Are More Likely To Be Successful In Asia
The research also found that self-made women in Asia start businesses on average five years earlier — when they’re 29, instead of in their mid-thirties.
12/14/2015
The plot develops for commercial property
According to the data from Cushman & Wakefield, office space occupancy in the top eight cities increased 32 per cent
12/14/2015
Wealthy mainland Chinese back into Hong Kong super-luxury home market
Lam said mainlanders hesitated to enter the market in the past two years because of the introduction of buyers’ stamp duty in 2012