07/24/2019
A survey of M&A and capital markets professionals across 53 countries completed by Refinitiv in January anticipated that uncertainty caused by escalating global trade tensions and political instability in key economies would slow M&A activity.
07/23/2019
This increase is spurred by a number of factors, including those outlined by Dr Rebecca Gooch: “Asia Pacific and the Middle East, in particular, have experienced a surge of growth in business which is leading to a rise in the ultra-high net worth po
07/23/2019
Forward redemptions as a percentage of SS&C GlobeOp's assets under administration on the SS&C GlobeOp platform have trended significantly lower since reaching a high of 19.27% in November 2008.
07/23/2019
One of the big points of contention between lawyers and single-family office executives is their fees.
07/19/2019
It's important for advisors to understand risk along two dimensions
07/19/2019
Democratic candidate says she’ll combat Wall Street ’looting’
07/19/2019
At the recent Global Manufacturing and Industrialization Summit (GMIS) in Yekaterinburg, Russia, this fourth revolution and everything around it took center stage.
07/19/2019
The group’s assets under management totalled $1.8 trillion at the end of June 2019, up 2% from a year ago.
07/18/2019
The company says it plans expansion in the prime central London market
07/18/2019
Whether it regards user experience, staffing needs post-outsourcing
07/18/2019
Almost half (45%) of wealth managers said that financial guidance from data analysis—and insights from the use of AI—will help them refine the advice they give to clients.
07/18/2019
To be sure, Stein’s corner of the market has become crowded as even more firms add digital advice platforms.
07/17/2019
The total estimated wealth of the families they work for stood at $9.4 trillion.
07/16/2019
Succession Planning Options for Family-Owned Companies
Succession plans involve lengthy and potentially emotional conversations about legacy, values and where the company should go once you've stepped down.
07/15/2019
Family offices are often managing assets that range from traditional equity to global markets to private equity to real estate holdings and fine art.
07/15/2019
Investors with otherwise sound ESG integration could be exposed to these companies - especially as many of the companies in question are unlisted.
07/15/2019
Revenues increased 2% from the prior-year period
07/15/2019
Some are the key players taken under coverage for this study are SS and C, Fiserv, Broadridge, FIS, Profile Software, Temenos, SEI Investments, Investedge, Finantix, Comarch, Objectway & Dorsum.
07/09/2019
Equity funds were the best-performing broad strategy, gaining almost 9% in the period.
07/08/2019
And if you consider yourself relatively well-to-do, you may be in the top 5% or 10% already.