11/28/2017
Regulatory changes have led to the re-evaluation of business practices and models. One main impact of regulatory change has been the accelerated move toward advisory, according to 35 percent of respondents, followed by the creation of governance and overs
11/27/2017
As a result, a third of wealth managers (32%), who collectively manage in excess of £100bn, said they are holding cash across clients’ portfolios to protect against a correction.
11/22/2017
Fund managers and promoters with capital to deploy are brought together with transformation managers who understand insurance risk.
11/22/2017
While the U.S. continues to be perceived by most respondents as a source for investment opportunities, cited by 80% in 2017, this decreased from 91% in 2015.
11/22/2017
Families more concerned about transfer of values, with conditions linked to inheritance
11/22/2017
The report highlights three scenarios of which the 'Steady As She Goes' scenario is expected to play out over the next five years.
11/21/2017
NPT-UK’s annual industry report reveals grants to charities reach all time high
11/21/2017
The ETF market will be transformed by both current and new investors.
11/20/2017
But donations from outside of London are on the rise, with the fastest growth coming from the North East of England.
11/19/2017
Credit Suisse says average wealth figure for Irish adults 15th among over 200 countries
11/16/2017
Impact Investing continues to take root in the region as HNWIs and UHNWIs look to have a positive impact on the world around them amid fast-moving and challenging global circumstances.
11/16/2017
The rapid growth of the world’s second-largest economy has brought health and environmental problems.
11/16/2017
The authors of the report however indicated that Swiss growth in the past years relied strongly on construction and real estate
11/16/2017
Public investment vehicles, including mutual funds and ETFs focused on so-called “gender-lens” investing, oversaw $910 million in assets as of June 30, 2017.
11/15/2017
Rigorous evaluations such as randomised controlled trials are worth the cost
11/15/2017
Lombard Odier’s survey results complement a survey the firm carried out in 2016, which found that more than 99% of respondents agreed that social responsibility had become important following the 2015 Paris UN climate change conference.
11/15/2017
Almost a quarter of HNWIs have already relocated and many of them have caught the bug for an international lifestyle
11/15/2017
On the subject of token sales – or offers of custom cryptocurrencies used to bootstrap new blockchain networks
11/15/2017
About US$8.4trn (£6.4trn, €7.1trn) was owned by high-net-worth (HNW) and ultra-high-net worth (UHNW) individuals in client assets at the end of 2016
11/14/2017
Credit Suisse report highlights increasing gap between the super-rich and the remainder of the globe’s population