06/24/2014

Multifonds' clients ready for FATCA

Respondents from the funds industry, who collectively manage and administer assets exceeding US$10 trillion and US$35 trillion respectively, are showing a significantly more positive attitude to the regulation despite facing the imminent 22nd July AIFM a

06/20/2014

Modern American Family Dynamics Complicate Wealth Management

Based on a nationwide survey of 680 U.S. high net worth individuals with $3 million or more in investable assets, the annual study finds that changing family structures, multi-generational and extended family circumstances, evolving gender roles, and gene

06/19/2014

Stability to aid Switzerland in fight for offshore cash

A survey last year predicted Singapore would dethrone Switzerland as early as 2015 as the world's top center for managing international funds, but UBS's head of private banking said Switzerland's strengths went beyond its tax-haven appeal.

06/17/2014

China Spiritual Investments White Paper 2014

The 60-page report sets out the number of Chinese high net worth individuals (HNWIs), together with an analysis of their spiritual investment preferences and trends, based on the results of a survey of 1019 dollar millionaires from around the country.