10/30/2014
A majority of affluent investors expect return communication from their advisors within hours of delivering the message, either by phone or by email, according to Spectrem’s quarterly report on wealthy investors and their relationship with advisors.
10/30/2014
Considering market volatility in the past month, it is not surprising that the highest percentage of Affluent investors surveyed in October by Spectrem Group report that “Stock Market Conditions” is the primary factor affecting their current i
10/29/2014
The survey, from PNC Wealth Management, found that 64 percent of millionaires are "concerned" about economic inequality in America, and about half of those millionaires are "extremely concerned."
10/29/2014
Collectively, the women on the Wealth-X list control US$114.6 billion of personal wealth.
10/28/2014
Stellar lineup at Luxury Connect reveals best practices of industry's crème de la crème
10/28/2014
Swiss Bank UBS CIO Oliver Bussmann settled a system of internal working groups devoted to working on innovative technology projects and puts the blockchain as top priority.
10/28/2014
The Pyramis survey identifies regional differences across such topics as: expectations for market volatility, perspectives on alternatives, investment objectives and investment opportunities.
10/28/2014
When it came to likely shifts in asset allocation, alternatives again proved to be in favour
10/27/2014
16 per cent said they would not consider relinquishing their U.S. citizenship and 11 per cent did not know.
10/27/2014
Curiously, the office of the scammer “Bernie” Madoff was reportedly nicknamed “the North Pole” in reference to gargantuan amounts of “snow” that one could find there.
10/27/2014
Jim McEleney, chief operating officer for Europe, Middle East and Africa at BNY Mellon, a global leader in investment management and investment services, has been named in a list of the Top 100 LGBT business role models.
10/27/2014
There were 675,139 HNWIs in the UK in 2013. These HNWIs held US$2.5 trillion in wealth, and wealth per HNWI was US$3,769,324.
10/26/2014
Third-quarter 2014 operating-basis1 EPS was $1.35, up 13.4 percent, on strong revenue of $2.7 billion, up 8.5 percent compared to the third quarter of 2013
10/24/2014
It finds Bermuda as number one in the list of the world’s top 20 islands for this investor group.
10/24/2014
Among Wealth Management firms, Bank of America Merrill Lynch received the award for overall Digital Marketing Leadership 2014; Fidelity Investments was recognized as the Digital Marketing Innovator of the Year 2014; Northern Trust received the award for M
10/23/2014
Which Universities Produce The Most Billionaires?
Twenty-five billionaires obtained their bachelor’s degrees from the University of Pennsylvania, making it the top university in the world in terms of number of billionaire undergraduate alumni, according to this year’s Wealth-X and UBS Billion
10/23/2014
How Wealth Managers Can Convert Compliance Challenges to Business Benefits
The results reveal significant global trends and challenges facing the industry and offer best practice solutions to transform these challenges into business benefits.
10/23/2014
Global Family Office Report 2014: Largest Family Office Research Study ever offers insight into Family Office Performance and Structures
10/22/2014
Home buyers deterred by talk of Mansion Tax and impending general election
10/22/2014
Wealthy Not Confident in Philanthropic Approach
Over 90 percent of millionaires surveyed by UBS Investor Watch say they’ve donated time or money in the past year, with 38 percent donating more than $100,000.