07/29/2014
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.
07/24/2014
The report also points that close to 45 per cent of current UHNIs are seen residing in non-metro cities and smaller towns.
07/24/2014
One of the most powerful tools available to CEOs and CFOs to drive growth is their company’s approach to capital allocation across its portfolio of businesses.
07/24/2014
Research reveals a strong pound drove increase
07/24/2014
Favourable tax and outstanding location are important criteria
07/23/2014
Financial institutions must help consumers understand how they can protect themselves against fraud
07/23/2014
LBSI scores comprise respondents' evaluations of each firm's product quality, exclusivity, social status and ability to deliver special client experiences.
07/23/2014
The survey of over 2,800 high net worth (HNW) and affluent U.S. investors found that while both benefactors1 and heirs2 are optimistic about giving and receiving inheritance, neither is actively engaged in inheritance planning and are reluctant to fully d
07/23/2014
The latest survey of overseas buyers of second homes in France carried out by bankers BNP using data supplied by Notaries from across the country paints a mixed picture of the health of the French property market, but puts the Brits firmly back in pole po
07/23/2014
European charities turn to alternatives
07/22/2014
Revealed: World’s top 25 wealth managers
Research by London-based consultant Scorpio Partnership found that the private wealth industry’s top 25 players by AUM saw their assets rise by an average of 11.3% during 2013.
07/22/2014
"July's forward redemptions decreased by over 1%, but remain in line with historical averages," said Bill Stone , Chairman and Chief Executive Officer, SS&C Technologies.
07/21/2014
China's rich are less likely to keep business in the family unlike Hong Kong’s wealthy
The relatively recent creation of wealth on the mainland and China’s one-child policy have resulted in wealthy mainland Chinese being less inclined to leave their businesses to their descendants, compared with business families in Hong Kong and othe
07/21/2014
The first research achievements in the field of immunotherapy raise particularly high expectations.
07/21/2014
BlackRock has published its quarterly update of the BlackRock Sovereign Risk Index (BSRI) for the quarter ended June 30, 2014
07/21/2014
New research by BNY Mellon, a global leader in investment management and investment services, highlights a compliance shortfall among alternative investment funds on the eve of the deadline for Alternative Investment Fund Managers Directive authorisation
07/21/2014
China’s latest dataset adds conviction to our overweight stance on Asia Pacific equity markets.
07/20/2014
Thomson Reuters DataScope and Elektron Real Time recognized again by customers in Waters Rankings 2014
07/20/2014
Swearing by chief executives peaked during the recession, research reveals