11/17/2013
New York overtakes London as world’s top financial centre
Our research shows that the biggest factor in determining where respondents look to do business is the commercial opportunities on offer
Comment, Analysis & Research
11/12/2013
New Book Offers Seven Imperatives For Successful Family Wealth Management
The successful management of family wealth has always been a challenge, even in the best of times.
11/11/2013
BofA Merrill Lynch Fund Manager Survey Finds Confidence in Global Economy Restored After U.S. Debt Resolution
With political paralysis in Washington overcome, a net 67 percent of respondents now expect the world's economy to strengthen over the next 12 months -- up a notable 13 percentage points from October.
11/10/2013
Wealth and discretionary managers drive equity fund sales
Pridham Report says bumper equity fund sales down to wealth and discretionary managers after mass market ‘falls into advice gap’.
11/09/2013
Wealth Health: Investors take a big risk when they try not to take any risks
Most people, however, stay away from what scares them, and two new surveys released recently say that what frightens investors is the stock market
11/06/2013
One hundred big banks could go, warns McKinsey
A fifth of the largest global banks coud be broken up or bought within the next few years
11/05/2013
Performance Measurement Expert Round Up
There are many challenges that performance measurement teams are facing.
11/05/2013
Economic crisis shatters trust in governments, hits life satisfaction
The global economic crisis has had a profound impact on people’s well-being, reaching far beyond the loss of jobs and income, and affecting citizens’ satisfaction with their lives and their trust in governments, according to a new OECD report.
11/04/2013
Risks have faded but have investors become complacent? - Rothschild Market Perspective November 2013
Dirk Wiedmann, Head of Investments, Rothschild Wealth Management, provides the business’s current position on markets.
11/03/2013
Mars vs. Venus in the new world of investing
With all the wealth controlled by and being transferred to women, many are just now starting to immerse themselves in the investment process. And statistics show that many more husbands than wives still handle the family investments.
11/03/2013
Coutts' commentary - Global View from Asia -"Dollar Squeeze"
Markets have a habit of telling you they’re going to do something, after which they wait a while until you’re no longer looking, and then they hit you.
10/31/2013
How Small Banks Are Succeeding in Wealth Management
In banks' furious scramble for wealthy customers' investments, size is sometimes overrated
10/31/2013
Coutts Wealth Watch: ECB to loosen up
Thursday’s eurozone data, showing very low inflation and unemployment stuck at a record high, stresses the need for greater stimulus.
10/31/2013
Capturing Affluent Clients Now
Wealth management is possibly the best opportunity in financial services" right now
10/30/2013
Washington Gridlock Clouds Wealthy Outlook On Economy, PNC Survey Finds
The increasingly optimistic mood of America's affluent on the economy darkened in the aftermath of the U.S. government shutdown and near default
10/30/2013
Wealthier investors shaken by U.S. government shutdown, two-thirds in PNC study believe economy damaged
Almost half of affluent investors soured on their outlook for the economy following the government shutdown this month
10/29/2013
The top spots for making friends, getting rich and raising kids
Thailand leads the way when it comes to quality of life and a good social scene, while Switzerland is top for making money and Germany for raising children
10/28/2013
JPMorgan deal should be model for future settlements
The government has been roundly criticized for failing to penalize those responsible for destabilizing the housing market and bringing the world’s financial systems to its knees.
10/28/2013
Five Years after Crisis, Many Investors Still Shun Risk - BlackRock Global Investor Pulse Survey
The results reflect a global investment environment still plagued by uncertainty, policy confusion and political dysfunction.
10/27/2013
US calls on Australia to put investors first
The recently released CFA Institute & Edelman Investor Trust Study shows that investors worldwide have little trust in the investment industry.