09/26/2014
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
The valuation of companies with women at top is also higher
09/25/2014
The survey also shows that despite the flat cash rate, affluent investors are still comfortable with their exposure to cash assets
09/25/2014
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
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
Top-Performing RIAs Implement Offensive Positions to Yield Exceptional Growth Results
09/25/2014
On-Demand Data and Real-Time Decision Making Will Be Essential for Next-Generation Wealth Managers
09/24/2014
-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
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
The fund was seeded by UBS Wealth, which moved £450m from the iShares holding to the new passive fund in September.
09/23/2014
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
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
The SS&C GlobeOp Forward Redemption Indicator for September 2014 measured 3.25%, down from 4.19% in August.
09/22/2014
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
How should we view the stock markets at the moment – optimistically (glass half full) or pessimistically (glass half empty)?
09/22/2014
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
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
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
09/21/2014
Parents wanting to pass on the torch, or even just increase their heirs’ investment in the family business have a few options to transfer stock to their children while mitigating transfer costs.