Research

08/05/2014

Jersey Foundation structure shows strength in its fifth anniversary

High standards of regulation and quality of governance oversight are the key drivers behind a marked rise in the number of Foundation structures being formed in Jersey as the structure marked its fifth anniversary last month, according to Jersey Finance.

08/04/2014

Evercore Partners to Acquire ISI Group

The combined business, which will be known as Evercore ISI Institutional Equities, will be one of the two leading independent equity research

08/03/2014

Q2 2014 Private Client Indices, ARC Charity Indices

he Q2 2014 performance figures for the ARC Private Client Indices and ARC Charity Indices have been calculated. The figures show the actual returns achieved, on average, by discretionary private client managers across four different risk profiles.

07/31/2014

Britons Top Buyers List For French Property

Britons bought properties in areas like Charente, Loire and Limousin, looking beyond the traditionally sought-after areas like the Cote d’Azur and the Alps. Britons’ have shown an excellent business sense of creating more value for their inves

07/30/2014

What Wealthy Investors Expect

What services do wealthy investors think should be included in a high net worth wealth management program?

07/29/2014

'An Uneven Global Recovery Continues' - IMF

According to the report the global growth projection for 2014 has been marked down by 0.3 percent to 3.4 percent, reflecting both the legacy of the weak first quarter, particularly in the United States, and a less optimistic outlook for several emerging m

07/29/2014

BNY Mellon launches investment guide for women

The group cited a recent YouGov survey, which found 74% of women were concerned about their financial future, compared with 46% with the same concerns in 2010. BNY Mellon said that the shift in women's attitude to investment and their role within soc

07/29/2014

Where the Rich Are and Where They Will Be

Switzerland's biggest bank manages about 1.8 trillion Swiss francs ($2 trillion) of rich people's money, split almost equally between two divisions called Wealth Management and Wealth Management Americas.

07/28/2014

Super wealthy opt for second citizenship

The term "high net worth individuals", refers to individuals with assets valued between $5 and $50 million, with the “ultra high” ones being those exceeding the $30 million threshold.