04/02/2014
Ten: The magic number for wealth
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.
04/02/2014
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 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.
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
No discernible overall trend in global asset markets.
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
03/25/2014
This illustrates how important this $2.6 trillion industry is to the UK
03/24/2014
ANZ report predicts Asian financial system to dominate international markets by 2030
03/24/2014
The impact of the internet on business and the investing landscape - and the perils of forecasting
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.
03/21/2014
Roundtable hosted by Sotheby's and Stonehage
03/20/2014
There is a consensus across the capital markets, corporate banking and asset management that tech spending will grow between now and 2018, with overall financial markets spending exceeding US$100bn in 2018.
03/20/2014
As companies strive to bolster competitive advantage in a complex global environment, savvy business leaders are leveraging technology to accomplish their goals.