10/03/2017
Wealth investment roles among most vulnerable to robots
Automation was behind only blockchain as the fastest growing tech in asset management.
Research
10/03/2017
Major asset managers moving slowly but surely toward impact investing
Nine of 10 of the largest U.S. asset managers have launched or are exploring strategies
10/02/2017
Most Companies Have Big Gaps Between AI Ambition and Execution - Study
Only 31% of respondents fear that AI will take away some of the current tasks in their own jobs.
10/02/2017
The 29 most expensive tech districts in the world
And, no, San Francisco is no longer number one
09/29/2017
UHNW Forecast Shows Continued Growth - RESEARCH
The census explains that the increase in American billionaire net worth was buoyed by a stronger dollar and a robust tech sector.
09/28/2017
The next frontier for high-net-worth investors
Wealth managers deliver above-benchmark investment returns for HNWIs, but satisfaction lags in the face of HNWIs’ demands for more holistic services and concerns with fees
09/28/2017
The Top Concern for Luxury Home Buyers Around the Globe: Privacy
Eighty-two percent of high-net-worth real estate buyers say personal privacy has never felt more important.
09/28/2017
UBS Global Real Estate Bubble Index 2017: San Francisco is the most overvalued US urban housing market in the study; bubble risks grow in other developed world cities globally
Price growth has slowed in recent quarters, but remains 6% above the national average.
09/27/2017
More investors are viewing active funds as a rip-off
According to data from Morningstar Direct, the median actively managed mutual fund charges an expense ratio of 1.05%
09/27/2017
How Switzerland Became The Silicon Valley Of Robotics
The Swiss office of Disney meanwhile carried out the computer graphics working for the movie-maker’s Frozen super-hit.
09/27/2017
China's Top 10 private banks average 35% AUM growth rate since 2012
China's domestic retail banking giants dominate the onshore market and rankings.
09/27/2017
Global IPO market performance is on course for best year since 2007
At the nine-month point of the year the global IPO market has continued to build strong momentum.
09/27/2017
Swiss-based expats report a mixed experience
But as a destination to advance and save, Switzerland still does well
09/27/2017
Allianz Global Wealth Report: Recovery in turbulent times
Last year's acceleration in growth came mostly from industrialized countries, where asset growth doubled to 5.2 percent.
09/25/2017
SS&C GlobeOp Forward Redemption Indicator: September notifications 3.72%
Movements in the Indicator reflect investor confidence in their allocations to hedge funds.
09/25/2017
Divorce and Family Trusts: Three lines of attack and how to shut them down
A properly drafted and administered trust is an effective asset protection vehicle.
09/24/2017
Consultants pressure pension funds over ethical investment
Trustees accused of not taking climate change and corporate governance into account
09/22/2017
UBS chairman Axel Weber: We're doubling down on China
S&P also downgraded China's long-term sovereign credit rating by one notch on Thursday to A+ from AA-
09/22/2017
One in Six Family Offices Lack Succession Plans
The focus on succession follows a GFOR 2016 finding that 69% of family offices expect to undergo a generational wealth transfer within the next 15 years.
09/21/2017
Strong Global Markets Help Asset Managers' Operating Margins Recover In The Second Quarter - RESEARCH
Cumulative assets under management grew 3.9% quarter-over-quarter, and surged 12.1% year-over-year.