05/19/2014
2014 Wealth Management Survey -
Our third annual Wealth Management Survey presents the views of both financial advisors and wealth management clients in the Americas, across a wide range of age and wealth segments.
05/16/2014
Young millionaires are more likely than older millionaires to credit running their own business
05/15/2014
Household wealth in UK nearing £8 trillion: Lloyds
Rising property prices have helped to increase household wealth in the UK
05/15/2014
A total of $17.9 billion of new money was invested
05/15/2014
The 81 banks come from 25 different countries, with the largest proportion, 32 banks (or 40%), domestic UK banks.
05/14/2014
Unity Marketing provides straight talk and straight answers about the best customer prospects to build a retail business -- the Affluent Shoppers who still have discretionary money left to spend
05/14/2014
Employees in low-risk, fee-heavy businesses such as asset management may see their bonuses rise by as much as 10 percent
05/13/2014
The gross return of the SS&C GlobeOp Hedge Fund Performance Index for April 2014 measured -0.59%.
05/13/2014
The gross return of the SS&C GlobeOp Hedge Fund Performance Index for April 2014 measured -0.59%.
05/13/2014
Our core views about the investment outlook remain unchanged. We believe the global economy is likely to grow steadily throughout 2014.
05/13/2014
Global investors have increased cash and scaled back risk-taking, amid fears of geopolitical instability and questions about the strength of the global economic recovery
05/12/2014
Charity Commission guidance (see below) recommends that there is a clearly delineated section of the trustees report headed up as a Strategic Report and that the information required by certain SORP requirements as noted in the table will be presented in
05/12/2014
Delivering the Goods
05/12/2014
No matter how you try to measure it, Asians are becoming wealthier
Asia's affluent middle class is rising rapidly as wealth in China is set to overtake Japan's by 2015
05/12/2014
Reveling in good fortune of middle class
By the end of this decade Singapore is expected to dislodge Switzerland as the wealth management capital of the world.
05/12/2014
There was a 67% uplift in financial services jobs in April 2014, compared to the same month last year.
05/09/2014
The world's up-and-coming wealthy, customer focus is the number one factor in their ongoing relationship with their wealth manager, and, generally, wealth managers are meeting clients' fundamental expectations.
05/08/2014
Those companies that market to the affluent consumer segment are going to have to be on the top of their sales game on this year, as a new attitude of austerity takes hold.
05/08/2014
There will be further expansion of mergers and acquisition (M&A) activity into 2015, according to Standard Life, the global investments manager.
05/08/2014
According to a study released by SEI, NPG Wealth Management, and Scorpio Partnership, the world’s millionaires increase assets held at a wealth manager by 18% over a 20 year relationship.