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.
11/20/2014
Paying taxes has become easier over the past year for medium-sized companies around the world, the latest report from the World Bank Group and PwC finds.
11/20/2014
It is no coincidence that we have opted to publish this list at a time when a large portion of the industry is centralising investment processes
11/19/2014
Risk Appetite Lifts as Growth Expectations Pick Up - BofA Merrill Lynch
Nine-year High in Global Sentiment Towards Japanese Equities
11/19/2014
Bucking a trend for private banks
The Swiss private bank and ABN Amro subsidiary are both adding fund houses to their platforms, but following different approaches for doing so.
11/19/2014
It’s not wealthy Russians of Middle Eastern buyers who have bought the most prime central London property over the last few years
Independent property buying agency, Black Brick says Africans are involved in getting on for half of prime central London property sales since January 2007.
11/19/2014
The total net wealth of the Lebanese was estimated at $91.1 billion at the end of June of this year, an increase of only 0.4 percent compared to the same period of 2013, according to Global investment bank Credit Suisse.
11/19/2014
Rich hoard cash as their wealth hits record high
The Wealth-X and UBS World Ultra Wealth Report 2014, released today, shows that 12,040 new ultra high net worth (UHNW) individuals were minted this year, pushing the global UHNW population to a record 211,275, a 6% increase from 2013.
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.