08/03/2014
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.
08/03/2014
The high-yield market, which typically moves in sympathy with equities, has been on investors' radar after its multi-year rally.
07/31/2014
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
07/29/2014
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
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
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
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.
07/23/2014
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