03/11/2015
Best banks in SA for private clients
Investec and RMB came out as the clear winners
Research
03/11/2015
Money from Russia boosts Switzerland’s wealth
Over the past few years, Russians have been transferring ever larger amounts of money abroad. Switzerland now tops the list of destinations. Why is this?
03/10/2015
Wealth-X Reveals: The Top 10 Chinese Art Collectors
The combined value of these individuals’ collections is estimated to be US$2.57 billion.
03/10/2015
Quarter Four 2014 Report on Offshore M&A - Appleby
There were 628 deals in the quarter, down on 689 recorded in Q3 but likely to edge higher as the flurry of year-end transactions is reported.
03/09/2015
Millionaires aplenty in Hill Country towns, poll says
No. 1 in Texas for millionaires per capita; Kerrville 2nd
03/09/2015
Reluctance to spend big at home is the reason
Fortune Character Institute's 2014 China Luxury Report found that 76 percent of Chinese luxury consumption occurred overseas last year
03/09/2015
Where the Wealthy Invest Their Funds
Alternatives are making headway in the portfolios of wealthy investors
03/08/2015
Surge In New Impact Investing Funds, Study Says
Private equity/venture capital funds have proven especially attractive to investors, and have driven the growth of impact investing funds., according to the study.
03/08/2015
Emirates Investment Bank publishes its second GCC Wealth Insight Report
GCC HNWIs are more optimistic on the prospects for the Gulf economies than global markets Significant uptick in the proportion of HNWIs who prefer to keep their assets closer to home than to invest them globally
03/08/2015
Robo Doubt: IMCA Members Skeptical On Rise Of Financial Technology
They also don’t agree that technology is the way to reach future investors.
03/08/2015
Majority of expats are sending money abroad, survey finds
The National’s survey questioning expatriates on remittance, among other financial habits, found 86 per cent of employed expats transfer money to their home country.
03/06/2015
Financial Services Industry Falls Short in Serving Women Investors - Pershing
Advisors must understand that women invest with a purpose in mind in order to effectively serve them
03/06/2015
Are Today's Emerging Affluent Investors Millionaires in the Making? - Fidelity
The 7th Fidelity® Millionaire Outlook Finds the Emerging Affluent Have the Potential to Exceed the Wealth of Today’s Millionaires, Based on 6 Wealth-Building Factors
03/06/2015
Sales strategies: Three reasons digital marketing doesn't work
This is not what you’d expect from someone who leads a digital marketing firm, but it’s true, and the “truth will set you free”
03/06/2015
Nearly 30% of U.S. HNW Investors Define Themselves As Self-Directed Investors
The report focuses on the three constituencies of investors, providers, and asset managers.
03/05/2015
Dubai still favoured by ultra-rich as city to be in
London and New York top rankings of most important city while Dubai is in eighth
03/05/2015
China Loses Millionaires as Wealthiest Tempted Overseas
They also make the most applications for high-net-worth visas in the U.K. and the U.S.
03/05/2015
Private Client Marketplace Analysis
Switzerland remains a leading offshore centre for private wealth holding 26 per cent of all global offshore assets in 2013.
03/05/2015
China to overtake Germany, Britain in having more super rich people
China will overtake Germany and Britain as the country with the third-largest population of “ultra-high net worth individuals” – people with assets of more than US$30 million – by 2024
03/05/2015
Biggest Twin Cities wealth management firms
The 50 biggest metro-area wealth management firms collectively managed nearly $1 trillion, an 11 percent increase over the Business Journal's ranking last year.