11/01/2015
How to succeed at digital transformation
Challenges to becoming a customer-focused digital enterprise include digital strategy ownership, organizational readiness, and establishing metrics to measure digital success
Research
11/01/2015
Private banks should watch crowdfunding space: report
This comes as the market is expected to grow to US$34 billion by the end of 2015
10/30/2015
UBS Global Real Estate Bubble Index
The UBS Global Real Estate Bubble Index analyzes the severity of various bubble symptoms in selected global financial centers and gauges the risk of a property bubble on the basis of such patterns.
10/29/2015
“Doing Business 2016: Measuring Regulatory Quality and Efficiency”
The report measures regulations affecting 10 areas of the life of a business: starting a business
10/29/2015
Wealth Management Trends for the Rich
There is no question that investors need to better understand what they are paying for
10/29/2015
The Cheapest and Most Expensive Places to Live in Luxury in Asia
Singapore is No. 3 in Julius Baer index on lifestyle of Asia's rich; it's No. 1 for car prices
10/29/2015
What does a more hawkish Fed mean for emerging market debt?
The stronger dollar and weaker EM currencies have moved in lockstep essentially since the “taper tantrum” of May 2013 when the eventuality of higher US rates began to take hold.
10/29/2015
Maxim Global Wealth Advisors Releases International Wealth Management Report
New opportunities identified for financial advisors to partner with international financial planning and investment management experts to provide specialized solutions
10/28/2015
Richest 1% own over half the world’s wealth
The things that push up income inequality don’t respect national borders.
10/28/2015
Global Citizenship And The Ultra Wealthy
For UHNW individuals seeking citizenship or visa status in a foreign country, buying a home is often the best route.
10/28/2015
Family Business Survey 2015 - KPMG
This animated infographic provides a fascinating snapshot of the key findings of the Family Business Survey 2015.
10/28/2015
Wealth Advice Fees in State of Transition: Fixed Fees Gaining Popularity
According to a report released today, the fees for financial advice are set to undergo a process of evolution as HNW clients opt to move away from charges calculated based on their asset levels, towards fixed fee structures.
10/28/2015
Futurewealth Report Explores Link Between Expense and Value in Wealth Management Relationship Model
According to an SEI Report, America's Next Generation of Wealthy Are Redefining Price and Value With Regard to the Wealth Management Fee Structure
10/27/2015
Savvy HNIs churn portfolio more often to maximise returns
Rich investors are churning their mutual fund portfolios more regularly than earlier.
10/27/2015
Private banking report puts Sydney-based Westpac, CBA on top
Private bankers need to meet and ideally exceed the increasingly exacting expectations of HNW individuals.
10/27/2015
How to double your wealth in a year, by China's richest man
Wang Jianlin saw his fortune balloon by nearly $17-billion
10/27/2015
UN Paris Climate Hypocrisy: Limos and Learjets
We haven't got enough limos in the country to fulfill the demand
10/27/2015
Help or Hype—Advisor Perceptions of Alternative Investments - Pershing
Alternative investments have become popular portfolio diversification tools, yet there is still confusion over what they are and what they do.
10/27/2015
Why Robin Williams Won't Be Making Millions Beyond The Grave
But a clause filed in a trust agreement made public this year means his likeness won’t make money for decades to come.
10/26/2015
Here’s how Credit Suisse will hire hundreds of new bankers in Asia
Over the same period the bank says it also wants to add more than 270 new RMs in Asia, taking its headcount to 800 from 524 currently.