04/10/2017
UBS CEO: Switzerland is more important to America than China
"There are two simple rules: buy American and hire American."
Research
04/10/2017
Two-thirds of Swiss executives want new EU treaty, UBS finds
The survey released on Monday showed 65 percent of respondents want an institutional framework agreement with the EU
04/08/2017
Inside OppenheimerFunds’ Elite Family-Offices Unit
A seminal UBS study in 2014 revealed that affluent millennials were keeping 52% of their portfolio in cash
04/08/2017
$20 Million for Rent? Why Even Luxury Brands Can’t Afford New York Anymore
Diesel and Juicy Couture have also closed stores on Fifth Avenue, with the former relocating to the nearby Madison Avenue.
04/07/2017
Africa counts 145,000 millionaires
In the ranking of countries across Africa with the wealthiest individuals
04/07/2017
7 of the Most Pervasive Myths About Rich People
While we like to see things as black or white, the truth is often gray.
04/07/2017
Family Values Prove Vital When Firms Choose Financiers Says Research
The vast majority of executives (74%) said they looked for a capital partner who can demonstrate a good understanding of their business
04/07/2017
One third of financial institutions to acquire a FinTech firm in next 18 months
31% of banks and asset managers expect to acquire a FinTech firm within the next 18 months
04/07/2017
IT Spending in Insurance: A Global Perspective, 2017
Using IT spending as a percentage of premium, Celent estimates that global IT spending by insurance companies will reach US$184.8 billion by the end of 2017.
04/06/2017
Dispelling the Myths of the Gender “Ambition Gap”
Our findings show clearly that women start their careers with just as much ambition as men.
04/06/2017
Investment advice is ripe for technological disruption
People are living longer and having fewer children
04/06/2017
Masters Special: Matthew Hunt
To me the Masters represents the start of a long summer of sporting events.
04/06/2017
New Spectrem Study of Affluent Investors Reveals Broad Array of Attitudes on Important Financial Issues including Social Security, Taxes, Student Loan Forgiveness and More
The report is based on surveys with investors whose household net worth ranges from $100,000 (not including primary residence) all the way up to those with a net worth up to $25 million.
04/06/2017
Most global financial services companies plan to increase FinTech partnerships, as 88% fear loss of revenue to innovators
The report shows that partnering with FinTechs will be a key way for firms to outsource parts of their R&D and bring their strategy to life
04/05/2017
A key stat shows the world's biggest financial firms are still failing to treat women equally
"Women made up 25.5 per cent of senior roles in 2016, compared with 23.7 per cent in 2014."
04/05/2017
Outsourcing risk management and information transparency
Creating value across the extended enterprise
04/05/2017
Rich-list star: SA home to most dollar multimillionaires on the continent
South Africa is home to the most dollar multimillionaires on the continent - 2130 of them.
04/05/2017
A day in the life of a private banker at HSBC
Her role calls for busy days that are filled to the brim with client meetings and seminars.
04/05/2017
Numis: Expect 'significant consolidation' in mid-sized asset managers
Industry facing headwinds
04/05/2017
Improve Your Relationship with Your Client’s Family Office
A recent study says you should create a partnership.