11/19/2014
The latest edition of Offshore-i, an Appleby report that provides data and insight on merger and acquisition activity in the major offshore financial centres, focuses on transactions announced during the third quarter of 2014.
11/19/2014
Chinese president Xi Jinping’s crackdown on corruption and excess is clearly worrying the country’s wealthy, especially if the latest Wealth-X and UBS report is anything to go by.
11/18/2014
Study Shows MFOs on the Rise
The fastest growing high-net-worth channel
11/18/2014
Five ways to manage Millennials in the workplace - Grant Thornton
As unbelievable as it sounds, we will soon be faced with the prospect of five generations in the workplace at the same time.
11/17/2014
The value of deposits held by banks in Guernsey grew by £3.5 billion (4.5%) during the third quarter of the year.
11/14/2014
The Swiss Alternative Funds Awards recognises outstanding performance and excellence in four categories for single hedge funds and multi-manager funds relevant to Swiss investors.
11/14/2014
The traditional use of offshore centres as a way of enabling better tax planning and even tax evasion has all but fallen away.
11/14/2014
Sales of multi-million dollar homes have surged across the US as wealthy investors hope on cashing in on the bullish upscale property market of the country.
11/14/2014
Cerulli Estimates Multi-Family Office Channel Controls More Than $700 Billion
"We estimate that the multi-family office channel is comprised of more than 200 firms that control more than $700 billion," states Donnie Ethier, associate director at Cerulli.
11/14/2014
Trends in Private Foundation Investment Looks at the Portfolios, Performance, and Preferences of Foundations with Less than $50M
11/13/2014
Hedge fund flows as measured by the SS&C GlobeOp Capital Movement Index advanced 0.74% in November.
11/13/2014
Who are Europe's best paid bank CEOs?
Given the boardroom battles that have taken place over recent years, it's hardly surprising - but a new ranking of last year's 15 best-paid European bank bosses shows UK bankers are among the most highly-paid in Europe.
11/13/2014
Adviser interest in Charles Stanley’s discretionary fund management model has been “slow” because its “different concept” is not what advisers are used to, the firm’s wealth management director admitted to FTAdviser.
11/12/2014
Investors with a high net worth put their money in the two largest banks in the Tampa Bay area.
11/12/2014
On average, ultra high net worth investors manage about half of their assets without professional assistance, according to a new Spectrem study of households with a net worth between $5 million and $24.9 million (not including primary residence).
11/12/2014
Among Ultra High Net Worth investors with a net worth between $5 million and $25 million, Fidelity was listed as the primary advisor for 10 percent, while Morgan Stanley was listed as the primary advisor for 9 percent of investors.
11/12/2014
Bitcoin could become a market-leading technology that will change the way financial systems are engineered
11/12/2014
Angola is currently the second-largest oil producer on the continent, but is tipped to overtake Nigeria within the next five years.
11/12/2014
When it comes to women’s role on boards, it seems family businesses are showing the way.
11/12/2014
Firm moves down from fifth last year to ninth for 2014, but maintained its gross sales figure.