11/27/2014
The steep rise in the number of 'ultra-rich' people living in San Francisco this year, has seen the city push ahead of Los Angeles to become California's hub for multi-millionaires.
11/27/2014
Three quarters of millionaires use social media
Money is no deterrent to social media activity with 75% of UK millionaires using at least one social media platform
11/27/2014
What makes Prime Central London and Monaco so much alike from a real estate point of view?
A report commissioned by Pastor Real Estate has highlighted the many similarities between the luxury residential property markets of London and Monaco.
11/26/2014
This report reviews the performance and asset allocations of HNWIs and ultra-HNWIs in China.
11/26/2014
At the bottom of the list, not surprisingly: Karachi, Cairo, Bogota, Tehran and Baghdad, in last place.
11/25/2014
New York went into the lead last year, when 49 percent named it as the preeminent financial center and 44 percent said London.
11/25/2014
When looking at Ultra High Net Worth investors with a net worth between $5 million and $25 million, 83 percent of all investors approve of their advisor’s responsiveness to requests, but only 66 percent of investors under the age of 55 approve.
11/25/2014
The possibility of a repeat of the collapse of 2008-2009 is inconceivable to investment advisors and their wealthy clients.
11/24/2014
There are 13,445 ultra high net worth (UHNW) individuals – defined as those with US$30 million and above in net assets – based in California.
11/24/2014
The credit rating was first assigned in November 2013 and the rating process is repeated annually with an update every six months.
11/23/2014
Paying Taxes 2015: The global picture
he study investigates and compares tax regimes across 189 economies worldwide using a case study company, and ranks them according to the ease of paying taxes.
11/23/2014
'Wealth patterns among the top 5% of African-Americans' - Credit Suisse Research
For high-income white American families, 73% remained in the high income segment and only 1% fell into the low income segment. This analysis is a new analysis of the 1984-2009 data.
11/21/2014
Money Rolls in for the Money Managers
This year is on pace to see a further increase.
11/21/2014
This may have something to do with the fact that more than two-thirds of these affluent women were never taught how to invest in the stock market.
11/21/2014
Despite sluggish economic growth in recent years, BNY Mellon's 2015 Outlook is for a prolonged global and U.S. economic expansion
11/21/2014
Affluent investors, regardless of ethnic background, are generally confident in their financial knowledge and investment acumen.
11/21/2014
Financial advisors often need to tailor their advice based on the investor’s age, gender, wealth level, and occupation and advisor dependency.
11/21/2014
The SS&C GlobeOp Forward Redemption Indicator for November 2014 measured 5.05%, up from 3.12% in October.
11/20/2014
Digital Disruption in Wealth Management
Why established firms should pay attention to emerging digital business models for retail investors
11/20/2014
Risk, Culture, and Talent in Global Financial Services
Review. Reinforce. Reframe. Refine.