02/05/2015
Infographic: Family Offices Around the World
Higson says the most surprising revelation was that large family offices were not able to demonstrate economies of scale
Research
02/05/2015
UK high net-worth individuals could increase
The demand for specialist tailored advice could increase because of a growing number of high net-worth individuals in the UK
02/05/2015
Brett Williams
SEI Wealth Platform’s Brett Williams highlights the opportunities and challenges facing wealth managers and advisers.
02/05/2015
Why Americans Support Tax Hikes On The Wealthy
Battlegrounds Want Change in Direction, Favor Tax Hike For Wealthy
02/05/2015
Unicorn gallops to top of fund house ranking
The smaller companies specialist Unicorn Asset Management has the strongest performance of any equity fund provider in the UK over five years
02/04/2015
Four-fifths of Financial Services Professionals “significantly” Concerned over Reliance on Financial Models
New research(1) has found significant concerns among senior financial services professionals over the increasing use and reliance on financial and economic models in the financial services industry
02/04/2015
India Pushes Russia Out of Third Place in Billionaire Ranking
India has edged out crisis-stricken Russia in a ranking of the world’s billionaires, for the first time claiming third place behind the United States and China
02/04/2015
Bitcoin & Altcoin Transactions Shrink to $30bn
This Year as Industry Pins Hopes on Regulated Exchanges
02/04/2015
New Research Study Measures the Time, Cost and Challenges of Client Onboarding
Study finds that onboarding can take up to 34 weeks and cost up to $25,000 per client
02/04/2015
Many e-Commerce Opportunities Ahead in Emerging Markets - Credit Suisse
E-commerce as a share of total retail sales may soon be larger in emerging markets than in developed countries. The demand in the nine countries surveyed by Credit Suisse is driven by expanding incomes and rising Internet access.
02/04/2015
Barack Obama Net Worth: 438 Percent Increase In Eight Years Isn’t Bad
Then there’s also the royalties he gets from books he has written
02/04/2015
Growing Asian, Mid-East inflows show Paris is RE gateway - JLL
In a note first released in December, JLL said Asian and Middle Eastern investors allocated $10bn-$12bn in 2013 in real estate outside their home markets.
02/04/2015
Simon Collins: Due diligence critical as M&A activity intensifies
A number of the regulatory hot topics I expect to be prominent this year have been around a while already. Certainly, suitability of advice to clients and the costs of providing that advice will remain at the top of the pile.
02/04/2015
Fear of Failure is Worse than Failure Itself
The most debilitating aspect of overpricing failure is not the consequences of any particular failure event, but the double whammy that the pervasive fear of failure creates.
02/03/2015
Optimistic Milllennials Poised for "Milestone" Year
Gen Xers and Baby Boomers are twice as likely to describe themselves as pessimistic than their Millennial counterparts.
02/02/2015
Singapore Millionaires Aim For Asia-Pacific Domination
Singapore may soon become the prime location for private banking in Asia-Pacific, if political tensions in Hong Kong continue to buildSingapore may soon become the prime location for private banking in Asia-Pacific, if political tensions in Hong Kong cont
02/02/2015
Celent Defines the State of Online Brokerage Platforms in New Report
“The wealth management industry has undergone significant operational shifts as a result of changes in financial regulations and the increased role of technology”
01/30/2015
Global High-Net-Worth Clients’ Financial Activity Hits All-Time High
High-Net-Worth (HNW) clients worldwide are managing their finances at the highest levels since 2011
01/30/2015
High-net-worth individuals own 38% of UK’s total wealth, report says
Britain is home to 840,000 people who are dollar millionaires with £660,000 or more excluding their main home a combined wealth of $3.5tn
01/30/2015
Why Is Singapore Full Of Millionaires?
Singapore is arguably the Asia Pacific centre for private banking, one of many niches it has carved out of Hong Kong’s capital markets dominance over the last 10 years.