04/19/2018
Ultra-high net worth individuals (HNWI) are generally classified as anyone with more than $30 million in liquid financial assets, and high-net worth is defined as having more than $1 million.
04/19/2018
Study Finds Women Confident in All but Investing
04/19/2018
“As much as investors look forward to living 100 years, the prospect is creating anxiety for them, too,” said Paula Polito
04/19/2018
The decline in net worth is particularly acute for young adults who have a college degree and debt.
04/17/2018
In the UK alone, we use over 13 billion plastic bottles every year, with only half being recycled.
04/16/2018
Over the course of 2017, Jersey recorded a total of 129 deals, representing USD19.4bn in value.
04/13/2018
Large firms’ biggest challenge in 2018 is hiring and development of talent, Pershing found in a poll.
04/12/2018
Attorneys, accountants point to family conflict as the biggest threat to estate planning.
04/12/2018
GMG, a financial services provider, launched a new model for wealth management, targeting independent asset managers and private bankers willing to leave their companies.
04/11/2018
According to the Ministry’s own data, the top 5% of the richest families in Iceland brought in 22.2% of the total income earned in the country
04/11/2018
Sitting at the top of the list is the United States with 1,830 people that hold fortunes larger than $500 million.
04/10/2018
This rise will be fuelled by increased allocations to foreign property, foreign cash and foreign equities, according to the report.
04/09/2018
The Swiss private bank launches a portfolio that only invests in stocks or bonds with a good sustainability track record
04/06/2018
Latest report reveals what APAC HNWIs would like to see in a more digitised wealth advisory model.
04/06/2018
Rachel Griffin, tax and financial planning expert at Old Mutual Wealth, said: "The long-term implication of this wealth inequality should be giving the government sleepless nights.
04/06/2018
India and China lead the way in advancing the investment management industry
04/06/2018
As most investors have historically set aside values to prioritize the bottom line, financial institutions haven’t felt an economic incentive to develop better solutions.
04/05/2018
221b Sherlock Holmes Consulting detective 1881-1904
04/04/2018
However just 38% of the interviewed CEOs believe that robotics and alternative intelligence (AI) can improve the consumer experience.
04/04/2018
This is becoming even more prevalent now, with some long term UK resident non-doms choosing to leave the UK to avoid becoming deemed UK tax domiciled under the “15 out of 20 years rule” introduced with effect from April 2017.