04/03/2014
Dirk Wiedmann, Head of Investments, Rothschild Wealth Management, provides the business’s current position on markets.
04/03/2014
Europe now accounts for 29% of the world's largest fortunes, up two percentage points in 25 years, and emerging Europe accounts for 42% of the continent's fortunes.
03/28/2014
Many investment managers are still coming to grips with the related operational, staffing, and budgetary requirements of the Foreign Account Tax Compliance Act (FATCA), according to a paper by SEI.
03/27/2014
While wealth managers may be the foundation of the customerexperience for the world's up-and-coming wealthy, digital solutionsplay an increasingly important role in the wealthy's interaction withwealth managers, says a new study released today b
03/26/2014
Investors should take greater consideration of the impact of disruptive trends and technologies such as 3D printing and global water stress issues on their portfolios, according to RBC Wealth Management.
03/25/2014
Customer relationship management (CRM) systems are one of the ways to measure sales, according to a survey of US, European, and Asian asset managers-and compensation based on sales varies significantly from one region to the next
03/24/2014
Funds professionals are anticipating particular growth in the real estate and private equity asset classes, according to the results of a poll held at the Jersey Finance Annual London Funds Conference.