02/11/2015
Pressure on wealth managers sparks merger rush
Industry valuations rebound for the first time in 5 years while nearly USD0.5 trillion in wealth assets changed hands in 2014; Swiss market experienced big fundamental shift in ownership.
02/11/2015
Best Private Bank for Business Jet Finance and Advisory EMEA 2015: Credit Suisse
02/11/2015
The Euromoney Private Banking Survey 2015 has seen a number of Channel Island banks walk away with multiple awards
02/11/2015
Multinational companies thrive on complexity
02/11/2015
‘We have seen some interesting trends emerge in Q4 of 2014, and indeed throughout the whole of 2014.
02/11/2015
The luxury sector is continuing to evolve with the majority of affluent consumers recognizing that the definition of luxury is not what it was five years ago
02/11/2015
Affluent Africa drives demand for property
The number of Africans with $30 million in assets - the ultra high net worth individual - is anticipated to rise by 53% to 2,858 by 2023, far outstripping the average pace of growth across the rest of the world and there are likely to be 38 billionaires o
02/10/2015
The top fund firms by Asia-Pacific AUM: 26-50
Here we list numbers 26-50 in our annual ranking of fund houses by AUM sourced from Asia Pacific. China Southern and Deutsche Asset & Wealth Management discuss the drivers of their rise in 2014.
02/10/2015
Demographic, technological, and market changes are dramatically impacting the way financial advisors interact with clients and define successful client relationships according to "The Next Wave of Financial Planning," released today by SEI.
02/09/2015
Nine in 10 asset manages are either ‘very’ or ‘somewhat’ confident about revenue growth this year
02/06/2015
But it is still time for America to move on from the Gnomes of Zurich
02/05/2015
No one could accuse Balfour of being afraid of graft
02/05/2015
Higson says the most surprising revelation was that large family offices were not able to demonstrate economies of scale
02/05/2015
The demand for specialist tailored advice could increase because of a growing number of high net-worth individuals in the UK
02/05/2015
SEI Wealth Platform’s Brett Williams highlights the opportunities and challenges facing wealth managers and advisers.
02/05/2015
Battlegrounds Want Change in Direction, Favor Tax Hike For Wealthy
02/05/2015
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 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
This Year as Industry Pins Hopes on Regulated Exchanges