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.
11/12/2014
A revitalised economy and compelling prospects for wealth creation
11/11/2014
SA banks hold Africa’s wealth
South African banks control more than half of all African high-net worth individuals' (HNWI) private funds which are tied up in asset management schemes.
11/11/2014
President Barack Obama’s tenure hasn’t done much for the Democratic Party given the shellacking at the polls last week, but it’s coincided with a huge surge in wealth.
11/11/2014
The 101 best hotel restaurants in the world
Jose Andres was the only chef to have two properties listed in the top 10
11/11/2014
Asia Spirits Sales to Surge in Next Five Years
Despite recent challenges posed by the slowdown in China, Asia is expected to see the largest volume increase of any region across spirits, wine and beer over the next five years.
11/10/2014
Rich people prefer to bank with Wells Fargo and Bank of America
The biggest complaint about large banks from Spectrem’s focus group is not enough personalized customer service. According to the study, 42% of bank customers bank with lesser known financial institutions.
11/10/2014
Lessons From The High End
At the third annual Creating An Excep-tional Family Office conference in Boston at the end of September, I had the privilege of moderating discussions with a number of top industry practitioners and trusted advisors to the ultra-affluent.
11/10/2014
The ideas, trends, and behaviors that will shape work and workplace in 2030 are already perceptible today, some are clearly evident whilst others are emerging quietly around us.
11/10/2014
The quarterly Wealth-X Luxury Sentiment Survey polls senior-level executives from various sectors in the luxury industry, including watches and jewellery, art and collectibles, hospitality and services, planes and helicopters, and yachting and boating.
11/10/2014
Winners Look to Ride Out Short-Term Market Volatility by Focusing on Fundamental Value
11/07/2014
Wealth managers prepare for a tidal wave of digitalization
B2B technology vendors are helping wealth managers prepare for a coming tidal wave of digitalization
11/07/2014
These themes and the necessary strategies to help support high-net-worth individuals and business owners are outlined in the latest edition of PwC US's Managing Your Wealth: Guide to Tax and Wealth Management, which launches today.