02/16/2018
Sallie Krawcheck: Here's why women shouldn't be afraid to ask for a raise
A recent study by the Ellevate Network found that 75% of respondents received a pay bump when they requested it.
Research
02/14/2018
Entrepreneurialism Is Booming, But Millennials Are Reluctant to Jump In- UBS
This is according to UBS Wealth Management USA’s latest UBS Investor Watch report, “Who’s the boss?”, released today, which delves into investors’ sentiment on business ownership.
02/14/2018
Number of rich households grows 12% but wealth only 5% in 2017: Report
Findings of the study, commissioned by Kotak Wealth Management, come even as there are increased concerns on rising inequality
02/14/2018
Hedge funds have outperformed stocks and bonds on risk-adjusted basis
The organisations found that hedge funds have out-performed equities and bonds on a risk-adjusted basis over one, three, five and 10-year periods.
02/14/2018
Ultra-HNIs not keen on robo-advisors: report
Top of the Pyramid report by Kotak Wealth Management said that while robo-advisory has become fairly popular with investors in developed countries, it is at a very nascent stage in India
02/14/2018
SS&C GlobeOp Hedge Fund Performance Index at 2.99 per cent in January
“This favourable result is consistent with other recent indicators showing that 2018 is off to a strong start for the hedge fund industry in terms of asset growth."
02/14/2018
The Most Successful Financial Advisors Leverage Technology
In a survey of more than 803 advisors, about three quarters of all respondents recognize the importance of state-of-the-art technology.
02/13/2018
Swiss asset manager Vontobel posts 12 pct underlying profit jump
Chief Executive Zeno Staub on Tuesday reiterated that appetite for acquisitions on a call with journalists.
02/13/2018
Coutts view: Global economy should stay strong
All these factors currently show a US economy in good health – and that is good for the worldwide economy.
02/09/2018
Rewards and risks of managed account programs
The rise of managed investment accounts in the wealth management industry
02/09/2018
High net worth firms to make more direct investments report
The potential benefits include higher returns and increased control and oversight.
02/09/2018
Rising global cities: ones to watch in 2018 - Schroders
As investors in global cities we compile a quarterly index using a number of factors to identify the most economically vibrant cities.
02/09/2018
Millennials Are More Financially Confident Than Gen X
Millennials are in better financial shape than their Gen X counterparts, Artivest merges with Altegris and Trump taps Charles Rettig as IRS commissioner.
02/08/2018
The rich turns to Singapore to evade China’s grip on Hong Kong’s financial centre
This is what the high-net-worth individuals control in Hong Kong and almost half of it is already offshore, said consulting firm Capgemini SE to Bloomberg.
02/08/2018
Law Firms Finished 2017 Better Than 2016 And Everything’s Still Malaise
Law firms had a better 2017 than 2016, but not by much.
02/06/2018
CHINA: Wealth management growth seen slowing
Financial institutions in the banking sector sold new wealth management products worth 173.59 trillion yuan last year.
02/06/2018
Global legal services in a disruptive world: Big Law versus New Law
The research findings shine a light on how the legal sector is adjusting to meet the needs of ever-demanding global clients
02/06/2018
China's Billionaires Will Fuel Demand for Private Jets: Gulfstream
Large-cabin aircraft are primarily preferred in China
02/06/2018
How Trusts And Estates Lawyers Can Profit By Addressing the Adverse Impact Of Great Wealth On Heirs
A large percentage of self-made millionaires, multi-millionaires, and billionaires are very concerned that their children do not have a sensible perspective on wealth.
02/06/2018
No silver spoon for children of many wealthy parents, survey finds
The survey was carried out among parents aged over 50 with assets of more than £250,000 including pensions but excluding any additional property wealth they may also have.