09/26/2014
More Than Half of Chinese Millionaires Will Immigrate in Next Five Years; but Won't Stray Too Far
The reality is that most ultra-high net worth individuals in China are probably making money in China right now
Research
09/26/2014
Five years on, G20 regulatory risk is a top priority for senior executives
JWG, the independent think tank for the financial services industry, is today publishing their much anticipated analysis report, ‘G20 FS reform: will you survive or thrive?’
09/25/2014
More women in management exhibit higher returns, valuations and payout ratios: Credit Suisse
The valuation of companies with women at top is also higher
09/25/2014
Risk-wary rich opt for steady income and tax benefits
The survey also shows that despite the flat cash rate, affluent investors are still comfortable with their exposure to cash assets
09/25/2014
Banks look for model to serve the wealthiest
We’re still finding a hybrid between the very bespoke, very small private banks in Europe and the retail platforms that many of us operate from here
09/25/2014
Is the great wealth manager recession upon us?
Charles Stanley director Mike Lilwall suggests that medium-sized wealth management firms are yet to feel the pinch of complying with suitability requirements.
09/25/2014
'Calculated Aggression' Distinguishes the Best Firms from the Good Firms, Pershing Study Says
Top-Performing RIAs Implement Offensive Positions to Yield Exceptional Growth Results
09/25/2014
Wealth Managers to Become More Like Financial Quarterbacks - RESEARCH
On-Demand Data and Real-Time Decision Making Will Be Essential for Next-Generation Wealth Managers
09/24/2014
JOHCM International Equity Managers Cite New Zealand as Next Hotspot for Tech Companies
-Christopher Lees and Nudgem Richyal, co-managers of the $1.3 billion JOHCM International Select Fund, have highlighted New Zealand as the next hotspot for technology companies.
09/24/2014
Global Wealth Report sees middle class on the rise in most regions
Based on the findings of the report, the global gross financial assets of private households grew by 9.9 percent in 2013, the highest rate of growth since 2003.
09/24/2014
UBS creates in-house S&P tracker for wealth division
The fund was seeded by UBS Wealth, which moved £450m from the iShares holding to the new passive fund in September.
09/23/2014
Global Carbon Atlas: 2013 Figures for Worldwide CO2 Emissions Released
BNP Paribas today announced that 2013 data from the Global Carbon Project, to which around thirty laboratories worldwide have contributed, is now available on Global Carbon Atlas
09/23/2014
BCEE stays among world's top ten safest banks
Luxembourg's Banque et Caisse d'Epargne de l'Etat maintained its classification as the ninth safest bank in the world, in the latest edition of the Global Finance magazine ranking.
09/22/2014
SS&C GlobeOp Forward Redemption Indicator: September Notifications 3.25%
The SS&C GlobeOp Forward Redemption Indicator for September 2014 measured 3.25%, down from 4.19% in August.
09/22/2014
75pc of Chinese car owners plan to switch brands: BCG
China’s automobile market is entering a new pivotal phase in which the fortunes of both domestic and foreign automakers hinge on their ability to secure customer loyalty.
09/22/2014
Glass half full or glass half empty by Guy Wagner, chief investment officer Banque de Luxembourg​
How should we view the stock markets at the moment – optimistically (glass half full) or pessimistically (glass half empty)?
09/22/2014
Singapore remains critical component in Asia-Pacific strategy: UBS
The Republic is one of the world's fastest growing wealth management centres, with about S$1.4 trillion worth of assets under management in 2013.
09/22/2014
More People Buying Art as Investment
The findings of the Art & Finance Report 2014 show that the wealth management industry is taking a more strategic view on art as an asset class and how it might be used as a tool to build stronger and deeper relationships with clients, in an increasin
09/22/2014
Significant proportion of UHNW's have property in London and Monaco
At £3.43 million, the average apartment price in Fontvielle (Monaco’s most expensive address) is higher than the equivalent in Knightsbridge at 3.27 million, but the price gap between Monaco and London has been closing
09/21/2014
Myth Busting Family Businesses - KPMG
When most people think of a “family business”, their mind instantly turns to some version of a little corner shop, most likely run by a husband and wife. If not that, as there are famous examples of very successful family businesses, then most