06/03/2014
7 changes to asset management operating models - Ernst & Young
Firms are responding to these forces by transforming their operations in seven ways, detailed below. They understand that standing still is not an option if they hope to compete successfully
06/03/2014
In the global deVere Group survey of 880 high-net-worth clients, when asked to reveal their number one investing mistake before seeking professional advice from deVere, 23 per cent cited failing to adequately diversify their portfolio.
06/02/2014
There are currently more than 500 hedge fund managers with $1bn or more in assets under management.
06/02/2014
‘The average number of daily registrations in May was about a third lower than the same month in 2013.
06/02/2014
Everything we do is fundamental and performance-driven in nature
06/02/2014
Data behind the rapid growth in sensors, uploadable / findable / shareable data, data mining tools and pattern recognition
06/02/2014
The latest round of purchasing managers’ indices (PMIs) of business activity has reinforced our positive outlook for a broad-based recovery in the global economy.
06/02/2014
On the positive side, there is growing confidence in the wealth management sector and investing in new technology is perceived to be central to business growth
06/02/2014
Neo-liberal economic policies will lead to more and more inequality and social unrest, argues the author of Capital in the Twenty-First Century. Policy makers should take heed of this important book.
05/30/2014
The SME Finance Monitor also revealed that 48% of small businesses that took part in the survey were ‘permanent non-borrowers’
05/29/2014
Do All Women Want Rich Men Like Female Penguins?
The more pebbles a male penguin has for his nest, the more irresistible he will be to females
05/29/2014
A new in-depth review of the world’s commonly accepted top sovereign wealth fund is being told to take a page out of the Canadian playbook.
05/29/2014
There are a number of trends among the affluent that can have decisive implications for those professionals seeking to work with them.
05/28/2014
Financial success is perceived as the foundation that allows [wealthy individuals] to be the best person they can be
05/28/2014
UBS has released the compass – which was first developed in 2011 with Cass Business School and social impact co
05/27/2014
Brands simply can’t afford to leave out such a simple yet important feature and risk turning off Chinese consumers
05/27/2014
Figures show a big decline in funds invested in Exchange Traded Products.
05/26/2014
Get a unique glimpse into what these decisions mean for alternative allocations and hedge funds in particular
05/26/2014
Even the super-rich are baulking at rising prices in the capital and would-be buyers are wary of a rise in interest rates
05/23/2014
40% of financial advisors say they interact with clients via social media
Financial advisors and their clients do not always see eye to eye when it comes to identifying key elements driving their relationships, according to EY's third annual Wealth Management Survey: closing the gap.