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Research

08/26/2015

Multi-Family Offices Embrace Critical life Style Services

To a large degree, the very wealthy are gravitating to multi-family offices including multi-family office practices that are embedded in larger organizations such as accounting, law, and brokerage firms.

08/25/2015

Which German Or Austrian University Has The Largest UHNW Alumni Population?

Alex Story, Wealth-X’s Head of Business Development, Germany and Austria commented: “With the summer holiday coming to an end, ambitious students will be interested to see which universities have provided, historically, the best platform for b

08/25/2015

Coutts Index reveals classic cars as top performing passion investment during 2014

Classic cars rise 40% in 2014 and up nearly four fold since 2005

08/24/2015

Pope’s Money Czar Says Church Risks Being Targeted on Finance

The next wave of attacks on the church could be for financial irregularities.

08/24/2015

BNY Mellon's Pershing Study: Broker-Dealers Need to Rethink Their Strategies In Order To Attract and Retain Top Clients

To continue to foster that culture, broker-dealers need to regularly come together with advisors in a constructive dialogue

08/23/2015

China's Wealthy Increasingly See Value of Full Family Office Offering

Family offices in the US and Europe began introducing these type of value-added services in the 1990s

08/21/2015

SS&C GlobeOp Forward Redemption Indicator: August notifications 3.46%

“SS&C GlobeOp’s Forward Redemption Indicator of 3.46% for August 2015 reflects mainly seasonal influences in comparison to the 2.08% reported in July of 2015,” said Bill Stone, Chairman and Chief Executive Officer, SS&C Technolog

08/21/2015

Report: Classic buyers cashing in pension fund

Legislation reforms lead to petrol-heads putting pension money into classic cars

08/20/2015

World’s Biggest Wealth Fund Tackles New Era as Cash Flows Dry Up

A retrenchment could have a broad impact on investors across the globe

08/20/2015

A Third of Finance Professionals Feel Pressured to Compromise Ethical Standards

26% agreed that those who report concerns about unethical behavior are seen as troublemakers by management

08/20/2015

Assets managed in Singapore up 30% in 2014: MAS

Investors' expectations have evolved, and financial technology is a potential

08/20/2015

Financial Advisors Bullish On U.S. Equities - Aberdeen Asset Management

Advisors are conflicted on how best to diversify client holdings to manage against a potential market downturn.

08/20/2015

Smartphones and Wealthy Investors

Credit cards still feel safer than smartphones as a payment option to most wealthy investors.

08/20/2015

A self-made millionaire who interviewed 1,200 wealthy people noticed one behaviour they all have in common

In this selfish quest to make themselves happy, they have an active mindset — they go after what they want and they problem solve until they achieve it.

08/20/2015

Chinese HNWIs ‘next major investors in prime London property’

Harrods Estates has seen investors from Beijing, Shanghai, Hong Kong and Singapore, but it says mainland China is still largely untapped due to an initial focus on the domestic property markets.

08/19/2015

Chinese private wealth to steadily climb, despite economic slowdown, survey suggests

The strong growth in private wealth is driven by relative high GDP growth, demographic dividend and accelerated development of the capital market

08/19/2015

Millionaires are flocking to these countries — from some places more than others

The United Kingdom has the highest number of millionaire arrivals, with the majority coming from Africa, China, Europe, India, the Middle East and Russia.

08/19/2015

Robo Advisors Continue Growing AUM Despite Increased Competition

Despite some commentary that established financial institutions would crush fintech startups

08/19/2015

20 Stocks The Richest Hedge Fund Billionaires Are Buying And Selling Now

Some of the most bought stocks in the first quarter lost their popularity among top hedgies.

08/19/2015

India top pick in EM space globally; China weighing on market sentiment: Bhaskar Laxminarayan

In a chat with ET Now, Bhaskar Laxminarayan, Pictet Wealth Management, shares his views on Chinese market, its impact on India, factors affecting equities and more. Excerpts:

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