04/08/2014
Advisor AUM Increased But Client Retention Decreased In 2013, Says Study
The study also found that client retention deteriorated across every size of household
04/08/2014
Alternative Investment Fund Managers Skeptical about JOBS Act
50% of hedge fund managers and 55% of private equity managers surveyed feel the Act will have no significant impact on the alternatives industry
04/08/2014
Wealth Structuring 20:20 by Appleby
A feature publication that aims to tap into the issues facing high net worth individuals and their advisers
04/08/2014
Key macro issues impacting U.S. and international markets - Atlantic Trust
There is a risk that Russia squeezes or cuts off that supply as a salvo in the sanctions battle
04/07/2014
Based on our analysis, these are some of the key themes we expect to emerge in 2014, organized by region:
04/07/2014
Although the US, UK and European economies are healing, the IMF managing director Christine Lagarde has warned that projected global growth at 3.7% this year is “too weak for comfort”.
04/04/2014
Managers allocate more resources to fund selectors to secure shelf space as competition intensifies in the wake of the Retail Distribution Review
04/03/2014
The March and Q1 2014 performance estimates for the ARC Private Client Indices and ARC Charity Indices are now available.
04/03/2014
Over the last 25 years, Europe has increased its share of the number of the world’s biggest fortunes
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.
04/02/2014
The global economy is back on the path of moderate growth.
04/02/2014
In contrast to previous decades when the term 'millionaire' indicated significant personal wealth, it is clear that our perceptions of what it means to be wealthy have changed.
04/01/2014
The developed world’s major stock exchanges have been unable to sustain the advances of 2013 over the first quarter of the year
03/31/2014
Westpac leads the other big four banks when it comes to cross selling wealth management products
03/31/2014
The core aspects of our investment strategy for 2014 have seen little change in the first few months of the year.
03/31/2014
View our video to find out more about how we assess risk and why.
03/31/2014
London named billionaire capital of Europe
London has been named the billionaire capital of western Europe, boasting a higher number of “ultra-high net worth individuals” than Paris and tax haven Geneva combined.
03/31/2014
Financial fragmentation remains a problem in the eurozone – Spanish businesses face borrowing costs close to 5% while French counterparts can borrow at 2%.
03/28/2014
New analysis from wealth consultancy New World Wealth has tracked where the world's wealthiest people have been moving over the past 10 years.