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Research

09/09/2015

Most Retail Investors Expect Interest Rate Hike by Mid-2016; Few Say They Are Adjusting Investment Portfolios in Advance - Morgan Stanley Wealth Management

No Consensus on Whether Rate Hike Good or Bad for Economy

09/09/2015

Ultra-Wealthy Entertainers Need Specialized Estate And Asset Protection Planning

Celebrities many times have multiple sources of wealth that are unique to their businesses.

09/08/2015

What financial crisis? 2,086 British bankers in the million-euro club

For the first time, the EBA published more detail about the scale of the pay deals on offer

09/07/2015

Raising the bar – The state of executive pay in 2015 - PwC

Companies can still pay enough to attract talent, but the highest levels of pay are getting tougher to earn, with an improved link between pay and performance.

09/06/2015

These are the best banks in the world

A new report by Global Finance Magazine has ranked the best global banks in 12 different categories

09/06/2015

Swiss National Bank still investing in arms makers

The SNB blamed specialist investment firms for the violation of its internal guidelines on responsible investment

09/06/2015

Yes, money really does make you happier, but it's wealth, not income, that really makes a difference

Not all money is the same, though.

09/03/2015

Assets climb, jobs fall in Swiss banking sector

The value of assets held by Swiss banks rose nearly 8% last year to CHF6.66 trillion $6.9 trillion – more than half of which came from foreign sources.

09/03/2015

How differences between wealth managers and advisers are disappearing

Looking ahead, Sexton expects that regulation and technology spending will cause M&A activity in the sector to continue apace.

09/03/2015

The Management Of Foreign Wealth Entering The United States

A third version of foreign money coming into the United States is when most everything is moved over

09/03/2015

Simon Cowell Net Worth: As One Direction Splits Following Zayn Malik Departure, ‘X-Factor’ Judge Making MILLIONS From Producing And TV!

MTV reports that, while Simon Cowell's net worth keeps growing from the band's wild success even after the departure of member Zayn Malik

09/02/2015

Strategy, not technology, drives digital transformation - Deloitte

Companies need to demonstrate their ability to tell the digital story, and what it means to live in the digital world for business.

09/02/2015

Regulation will push more providers to sell wealth divisions

The burden of regulation that businesses have to deal with are a massive challenge.

09/01/2015

Asian bankers live to regret accepting “obscene” 50% pay rises

Boutique private banks typically give new recruits the highest base salary increments – a mouth-watering 30% to 50% — in the industry

09/01/2015

New tool could help investors sniff out counterfeit wine

Researchers develop method to verify wine authenticity without opening bottle

09/01/2015

ETF usage by wealth managers in the UK is on the rise

Boutique asset managers favour ETFs was one of the findings of a recent survey conducted by research firm TABB Group for software company SunGard.

08/31/2015

Amazon is already pilfering the luxury market: report

The Shullman Research Center’s report breaks consumer bases into four groups based on household income

08/31/2015

The Four Biggest Concerns At Middle-Market Family Businesses

More than 70 percent of global production is attributed to family firms. Additionally, a majority of private wealth creation is a function of successful family businesses.

08/30/2015

Millennial Investors Don't Act According to Stereotype

Nearly two-thirds of Millionaire Millennials enjoy investing and would not want to give it up.

08/30/2015

Revealed: Where Formula One's $900 Million Prize Money Really Goes

Even the outfits at the back of the grid reap the rewards.

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Making the Move from a Big Bank to an Independent Multi-Family Office: A Conversation with Paul Tramontano of Cresset

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The New Jewellery Icons Defining Luxury Now

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Hypothekarbank Lenzburg increases group profit in the first half of 2026

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Family office governance: how to translate vision into structure

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