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.
10/22/2014
Financial Times Top Executive MBA 2014
The rankings are based on various measures, some of which (including career progression, how the program lived up to expectations, percentage salary increase) come from a poll of alumni three years after graduation.
10/22/2014
The SS&C GlobeOp Forward Redemption Indicator for October 2014 measured 3.12%, down from 3.25% in September.
10/21/2014
High confidence and focus on wealth growth drove greater risk-taking by the region's wealthy says Asia-Pacific Wealth Report 2014
10/21/2014
Demand for Digital Interaction in Wealth Management Highest in Asia-Pacific
Eighty-two percent of High Net Worth Individuals1 in Asia-Pacific (excl. Japan) expect most or all of their wealth management relationship to be conducted through digital channels in five years, in contrast to 61 percent of HNWIs in the rest of the world,
10/21/2014
The U.S. market of millionaires is the largest in the world, yet the market potential of millionaires remains largely untapped by luxury brands, such as Louis Vuitton, Hermes, Gucci, Prada and Rolex
10/21/2014
The study found that American millionaires don’t shy away from cutting large donation checks either. Roughly a quarter have given at least $100,000 in their lifetimes, while three-quarters have given at least $25,000.
10/20/2014
Sixty-three per cent of HNWIs in London say they live in the region because it was where they were born or grew up
10/20/2014
Cerulli Associates' research found that many investors at all levels--from mass retail to ultra-high-networth
10/20/2014
The risk appetite of Middle Eastern HNWIs has increased markedly after the financial crisis
10/19/2014
Revealed: 175 of UK's super-rich were born in the Gulf
Around 175 super-rich residents living in the UK were originally born in one of the six Gulf states, representing around 1.5 percent of those with a fortune of over $30 million, new data has shown.
10/17/2014
UBS AG, Switzerland’s largest bank, retained its position as the largest wealth manager in Asia last year as it attracted more funds from the region’s growing number of millionaires.
10/17/2014
Younger investors in all three wealth segments express less satisfaction in their advisor than older investors, many of whom have long-term relationships with their advisor. Among Mass Affluent investors (with a net
10/17/2014
Older wealthy investors are most active when it comes to dealing with their tax bite.
10/17/2014
We are 58 before we really get the balance between work and life right