09/11/2014
In our latest biannual survey of over 17,000 consumers worldwide, we found that over one in three UK consumers now feel content with the services they are getting from the banks, up from just 21% last year. It’s a significant leap, even though there
09/11/2014
The combined value of deals across offshore jurisdictions in the second quarter of 2014 jumped 23% over the previous one, making it one of the highest value quarters of the past decade, according to a report released today [Sept 11] by Appleby.
09/11/2014
‘The Agenda’ compiles results from 260 CEOs in Africa and includes insights from business and public sector leaders from 18 countries
09/11/2014
Global asset managers: the bigger, the better
09/10/2014
Family Business Looking For External Investment - KPMG
More than half of family-owned businesses are actively seeking new investment to fund growth plans, according to new research.
09/10/2014
Investors are even more bullish on the prospects for their own investment portfolios. Fully 90% foresee their investments performing the same or better a year from now.
09/10/2014
A recent survey of high net worth Canadians (those with investable assets of $500,000 or more) by Investors Group reveals that having a mortgage may be a deliberate investment strategy.
09/10/2014
With the Monaco Yacht Show taking place at the end of September, Wealth-X today released a top 10 list of the world’s most expensive superyachts and the names of the billionaires who own them.
09/10/2014
The democratisation of the Internet has led to the emergence of influencers who sometimes have more followers, reach and influence than brands themselves.
09/09/2014
Getting the client onboarding process right by Ian Hallam, CEO, 3i Infotech
Wealth managers must also bear in mind the FCA requirements applicable to firms providing investment advisory and discretionary portfolio management services, when such firms are assessing the suitability of the advice they give to clients.
09/08/2014
Analysts at Numis have predicted that asset management companies could face at least a 5 per cent hit on profits from proposed European regulation on research.
09/08/2014
$5 Trillion Held at Private Banks and Trust Organizations is Addressable by Asset Managers
"Banks continue to open their platforms," states Donnie Ethier, associate director at Cerulli.
09/08/2014
Money isn’t the only thing passed down ultra-wealthy inheritors (net worth = US$100 million or more). They like everyone else learn a lot from their elders.
09/05/2014
This new study, Millionaire Market Monitor, will deliver totally new and powerful insights to marketers that target the truly wealthy.
09/04/2014
Players such as Crédit Agricole have an advantage in Beirut
09/04/2014
Each year the WEF, best known for its annual Davos economic meeting, benchmarks countries against 12 factors, including infrastructure, education and training, labor market efficiency, technological readiness and innovation.
09/02/2014
Total assets of the world’s largest 300 pension funds grew by over 6% in 2013 to reach a new high of almost US$15 trillion.
09/02/2014
To gain access to the Estimates, which cover the month from 1st August to 31st August 2014, please click below
09/01/2014
Bullish capital markets and large inflows of new assets in the past 12 months have provided an opportunity for Europe’s asset management industry to shake off post-crisis nerviness and establish a more solid footing.
08/31/2014
Business-owning family members become less focused on financial wealth with age and increase the value they place on relationships within the company, new research out of the US has revealed.