07/30/2015
Millionaire Fact of the Day
Social media IS everywhere, but its use in the financial arena is still limited….but expected to grow
Research
07/30/2015
CMOs invest in client experience but less diligent in tracking results by David Lo
According to our diverse group of CMOs – drawn from across the wealth management spectrum, including global private banks, national and regional broker-dealers, and family offices – attention is also focused on client retention, adding value,
07/30/2015
London is the third most expensive city in the world to live in...
It will be little consolation to Londoners that the capital has actually dropped down the global list.
07/30/2015
Wealth managers face big millennials challenge
Wealth management firms are not in line with high net worth individuals' risk tolerance, according to one third of under 40s.
07/30/2015
Serving America's Young Wealthy Requires an Industry Shift, According to SEI Report
Futurewealth Report Compares America's Young Emerging Wealthy With Global Peers and Older Counterparts
07/29/2015
Wealth Management Industry Suffering Trust Deficit Among Wealthy Investors - RESEARCH
A new survey by the independent and objective New York-based Luxury Institute reveals detailed perceptions of affluent investors regarding the securities industry, and the various regulatory entities entrusted with investor protection.
07/29/2015
Wealth-X List Of English Premier League’s Wealthiest Players
Wayne Rooney Scores Top Spot On Wealth-X List Of English Premier League’s Wealthiest Players
07/29/2015
The World’s Largest UHNW-Led Private Foundations
Collectively, the foundations on the list have total assets of US$83.1 billion – equivalent to 29.7% of combined net worth of the UHNW individuals who established them.
07/29/2015
Deloitte ranked as the No. 1 global consulting organization for the 5th consecutive year
Gartner annually analyzes and publishes its market share and rankings for the previous calendar year across all Technology related capabilities
07/28/2015
Soaring personal wealth underpins bank profits
They have been able to make the most of the deregulation of the financial system over that time without losing much market share to competitors.
07/28/2015
Improving adviser efficiency through analytics
Given the independent, relationship-driven culture associated with wealth management, formal analysis of wealth adviser performance is often neglected.
07/27/2015
Why This Part of the World is Producing So Many Billionaires
Things that come to mind when Latin America is mentioned: soccer, tropical fruits, big snakes. Romance Languages, and cocaine.
07/27/2015
Wealth of Singapore’s richest drops amid economic slowdown
One of the few gainers was Goh Cheng Liang, who moved up to rank 3 from 7
07/27/2015
Global Art Market On Brink Of A Leverage Boom To Drive Further High-End Art Sales
Skate’s Art Market Notes for July highlight that ultra-high net-worth individuals are purchasing more art and the trend is likely to continue.
07/24/2015
The restless rich and what to do about them
The report categorizes the rich on the mainland as anyone with net assets of $1 million, not counting their primary residence, and says most of the mainland's rich are heading to the United States, Hong Kong, Singapore or the United Kingdom.
07/24/2015
Aircraft Leasing in Asia: The Amicorp Singapore advantage by Kevin Halouska
Asia is the fastest growing aircraft market in the World. According to industry data, airlines from the region will take delivery of more than 10,000 new passenger and cargo aircraft from 2015-2032, valued at more than US$1.5 trillion.
07/23/2015
Asset management in Europe: The case for reform
Many of these costs are derived are from processing fund passports, local paying agents, translation charges and legal fees.
07/23/2015
SS&C GlobeOp Forward Redemption Indicator at 2.08 per cent for July
While this reflects normal seasonality to an extent, the July reading is below last year’s 3.15% for July and, in fact, matches the lowest July figure since the index’ inception in 2008.
07/23/2015
Money and the Modern Family: UBS Q3 Investor Watch Report Explores the Changing Dynamics and Financial Needs of the Family
The financial impact of blended, same-sex and multi-generational families
07/23/2015
Asset management most lucrative business in world
The asset management industry’s net revenue growth faltered in 2014