07/14/2014
Global fund managers face multi-asset skills shortage
It surveyed 300 senior executives at asset management firms across Europe, the Asia Pacific,...
Research
07/13/2014
Fortunes of wealthiest French keep growing
Corporate success most leading French companies make their money outside France’s stalled economy mainly lay behind the rise, which followed a 25 per cent increase in 2012.
07/13/2014
Technology and data: the trends changing the world
In its first global study, Ipsos Mori reveals how technology, economics and data are causing unprecedented change on a global scale. Matt Warman reports
07/11/2014
U.S. Financial Advisors Try to Win Over Wary Millennials
Wealth management firms are trying to get millennials excited about investing and hope to win their trust and the sizeable wealth they are expected to control in the future.
07/11/2014
Revealed: All the winners of Fund Manager of the Year Awards 2014
The Outstanding Industry Contribution Award went to Jupiter's vice chairman Edward Bonham Carter
07/11/2014
Singapore’s Top 10 Billionaires
In land-scarce Singapore, real estate is king. That is why Philip Ng, CEO of Far East Organization, is the richest man in the Southeast Asian city-state with an estimated net worth of US$5.2 billion, according to a Wealth-X list of the top 10 Singapore-b
07/10/2014
Entrepreneurs, not old money, the new face of family offices
Oracle Capital Group has just launched “The Global Entrepreneurial Report: Emerging Wealth 2014.”
07/10/2014
Survey Says 37% of Investors Consider Books, Magazines & Online Media as Best Sources of ‘Education’
There is no clear investor-education authority insofar as investor education is concerned, a new survey by the CFA Institute showed. Among seven information sources listed in the poll, books, magazines and online media emerged as the top choice, garnering
07/10/2014
A golden age for wealth management?
At the end of last month KPMG suggested we are entering a golden age as regulatory confusion clears. We ask four wealth managers what they think.
07/09/2014
Channel Islands to undertake cryptocurrency review
The CIISF will be undertaking an in-depth review of the issues around cryptocurrencies
07/08/2014
Banks and asset managers cheapening funds of funds - report
It also highlights Santander’s Max 50% Shares fund and the Old Mutual Voyager Diversified fund, both of which use several of their own funds.
07/08/2014
Swiss asset management costs 'don't paint whole picture', experts warn
Swiss Pensionskassen are paying on average 0.42% of their managed assets in asset management fees, according to a survey by pension fund association ASIP.
07/08/2014
Most Investors Simply “Follow Their Gut” When Making Decisions - RESEARCH
Investors worldwide are at an impasse on reaching their financial goals, relying on little more than gut instinct as a guide to investing success despite admitted lack of investment knowledge, according to a recent survey from Natixis Global Asset Managem
07/07/2014
Fund managers eye bumper inflows over next 5-yr
When you recognise that relatively recent net new money growth rates for the overall industry have been in the range of 3 per cent to 5 per cent
07/07/2014
Research and Markets: Challenges and Opportunities for the Wealth Sector in Hong Kong 2013-2017
This report is the result of extensive research covering the high net worth individual population and wealth management market in Hong Kong.
07/06/2014
People Ready to Give Up Alcohol, Chocolate, But Not Their Phones
Many of the participants considered their devices to be more important than coffee and television
07/04/2014
Cybersecurity Is Advisors’ Hottest Compliance Topic: IAA Survey
‘Many advisors still have work to do to develop their cybersecurity programs,’ says IAA’s Grossman
07/04/2014
Danish asset managers climb in 2014 global ranking
Assets under management (AUM) at Nordea Investment Management rose to around €151bn at the end of 2013
07/04/2014
Softer property market could HIT local shares: UBS exec
But this year, UBS expects the economy to expand by just under 4 per cent
07/04/2014
‘Winner takes all’ industry to drive asset manager M&A surge
Global M&A activity has rebounded strongly on the back of increased risk appetite and improving valuations.