06/08/2015
Millennial women using technology are driven, not distracted
Refinery29 surveyed 750 women between the ages of 18 – 54 and conducted nine in-home immersion sessions in Los Angeles, Chicago and Atlanta.
Research
06/08/2015
Five year high for African foreign direct investment in 2014 says EY
Welcome to the 5th edition of our annual Africa attractiveness survey. This milestone is an opportunity to pause and reflect on how Africa’s attractiveness has evolved.
06/08/2015
How to make money on expensive art if you aren’t a millionaire
Shares of Sotheby’s enable you to tap into growing global wealth
06/08/2015
These are India’s top 20 residential neighbourhoods
Here is a list that would throw any pin-code-conscious Indian into a tizzy.
06/08/2015
Wealthy View Health As Most Important Asset, Survey Says
The majority of wealthy individuals say their most important asset is their health and that their purpose in life would not change if they lost their money
06/08/2015
Coller Capital Global Private Equity Barometer - Summer 2015
Eighty percent of private equity investors have been approached with fund restructuring proposals since the onset of the financial crisis
06/08/2015
Liv-ex Fine Wine 1000 inches up in May, buoyed by Rhone
Despite a ‘challenging’ En Primeur campaign, the separate Liv-ex 100 index, widely considered the industry’s benchmark, was flat.
06/08/2015
Packaged Portfolios Have Outperformed Advisor-Driven Portfolios Over Past 5 Years
New research from global analytics firm Cerulli Associates finds that over the past five years, packaged portfolios have outperformed advisor-driven portfolios.
06/07/2015
The endangered female fund manager
Women are much more likely to become doctors, lawyers or accountants than portfolio managers
06/07/2015
How Swiss politeness contributed to the Fifa crisis
Once again the Swiss are opening their morning papers, and choking over their muesli to financial scandal
06/07/2015
Compensation for poor conduct has cost the world's biggest banks £200bn
The cost of compensating customers, paying fines and legal bills for the world’s biggest banks has increased to £200bn
06/05/2015
Eleven advice meetings a year is the 'sweet spot' for HNWIs
The report, entitled Hanging in the Balance: Conversations with the Futurewealthyand takes into account the views of 3,113 investors, has found that when interaction levels dip below this level, clients are more likely to give a negative review of their e
06/05/2015
This is what your private banking salary and bonus should be in Singapore
With so many firms hiring in your sector, it’s good to know how your salary stacks up against other relationship managers (RMs) and how your bonus compares with what other banks are paying
06/05/2015
Michael Kitces attacks CNBC for its top-100 fee-only list
A deeper look at the Form ADV Part 2 disclosures of just the top 10 firms on CNBC’s 'fee-only’ list reveals that nine out of 10 of them share in insurance commissions
06/05/2015
Pershing white paper finds enthusiasm for alternatives
Alternative Investments Diversify Portfolios but Some Advisors Still Wary
06/04/2015
How does one get on the Top Wealth Managers list?
The RCR process is a due-diligence process whereby each advisory firm was compared with the RCR database of all regulatory actions
06/04/2015
The paradigm for certain institutions may change to “now you have to invest in alternatives!”
Many large, institutional investors have between 75% and 85% of their allocation in long-dated Triple-A or similar bonds.
06/04/2015
Emerging Market Risks Hotting Up
Standard Life Investments, the global investment manager, has found that the risk profiles of emerging economies have changed considerably in the past six months
06/04/2015
Fast-growing ranks of African billionaires need banker
UBS Group AG, the Swiss company that says it banks more billionaires than any other, said wealthy Africans are rapidly adding to the ranks of the rich on the continent needing specialised financial services.
06/04/2015
Wealth creation: Next decade to be India’s
Urbanisation and explosive growth of middle class will lead to rise in UHNW individuals