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
Switzerland remains a leading offshore centre for private wealth holding 26 per cent of all global offshore assets in 2013.
03/05/2015
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
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.
03/05/2015
The world gained an extra 5,300 UHNWIs last year and, as with other people worth $30m or more, they like property and luxury items in a big way
03/05/2015
This year’s Wealth Report produced by Knight Frank confirms that 60 per cent of private flights start and end in the US. Europe is the second largest market accounting for 25 per cent of all flights
03/05/2015
Whilst the UK's Capital will remain the single biggest centre for global Ultra High Net Worth Individuals (UHNWIs) - those with $30m in assets or more - Singapore's rapid growth is set to challenge the city's dominance over the next decade.
03/05/2015
Wealth professionals interviewed also indicated significant institutional benefits to life assurance products.
03/05/2015
More than a third of the 1,826 billionaires on Forbes’ list this year live in 20 major metropolises around the world.
03/05/2015
International Women’s Day is this Sunday and an annual Grant Thornton survey released today finds weak growth for women in corporate leadership, as only 22% of senior business roles are held by women, down from 24% last year.
03/04/2015
Deutsche Bank today released its 13th annual Alternative Investment Survey, one of the industry’s largest and longest standing hedge fund investor surveys
03/04/2015
The capabilities of robots are increasing rapidly, leading some analysts to worry that they will take away human jobs
03/04/2015
The combined net worth of the world’s billionaires has reached a new high in 2015 of $7.05 trillion
03/04/2015
The list is dominated by other male technopreneurs, with four of the men deriving their fortunes from their early involvement in Facebook.
03/04/2015
Forty percent of top earners at the 2015 NAFE Top 50 are women, up from 35 percent last year;
03/03/2015
This report by Deloitte shows the highest earning clubs in the world’s most popular sport.
03/03/2015
Portfolios returned 5.26 percent on average in 2014
03/03/2015
February’s estimates for the ARC Private Client Indices (PCI) and the ARC Charity Indices (ACI) are now available for download
03/03/2015
Morningstar Investment Management South Africa is part of Morningstar’s Investment Management group, which offers investment advisory services through more than 100 investment professionals around the world.
03/02/2015
Australia's millionaires are prepared to splash their cash to get the best advice possible, according to research by Investment Trends.
02/27/2015
According to new research released by Pershing Advisor Solutions entitled Super-Ensembles: The Firms Who Are Shaping the Future of the Industry, a group of 250 super-ensemble firms are poised to shape the future of the advisory industry