12/09/2015
Single Family Offices Report Private Equity is Outperforming Their Other Assets
Earlier this year, The Global Family Office Report 2015 found private equity to be the best performing asset class in single family office portfolios
Comment, Analysis & Research
12/09/2015
Proving Worth - OppenheimerFunds and Campden Research
The first study to examine the needs and intentions of the next generation of wealthy families in North America.
12/09/2015
America’s Billionaire Entrepreneurs Give Nearly US$180 Million In Lifetime, More Than Other UHNW Donor Groups
Wealth-X records more than 211,000 UHNW individuals globally with at least US$30 million in net assets.
12/09/2015
The best and worst jobs in investment banking in the US, UK and Asia
London bankers, particularly employees at Credit Suisse and Deutsche Bank, are most at risk and – in theory – global investment banks have lost their appetite for expansion in Asia.
12/09/2015
Why one private equity firm sees gender equality as a competitive advantage
For TSG Consumer Partners, seeking gender balance is not just the politically correct thing to do – it's also profitable.
12/08/2015
Bank of America Merrill Lynch named “Top Global Research Firm of 2015”
They also help us attract and retain top talent
12/08/2015
Rise of Robos Push Advisors to Reposition Practices
But advisors also say they’re interested in adding automated services to streamline aspects of asset management and portfolio construction.
12/08/2015
2015 Broker Report Card: Advisor Satisfaction
Advisor satisfaction in their firms’ overall technology rose from 7.8 to 7.9 (out of 10) this year.
12/08/2015
2015 Broker Report Card: How National Brokerage Firms Stack Up
This matters as national brokerage firms compete not only with each other, but with newer business models and support structures
12/08/2015
The Myth of Robo-Advice: Digital and Human Delivery Converge
According to new research from global analytics firm Cerulli Associates, the concept that digital advice is devoid of human mediation is myth.
12/08/2015
Hedge Funds Join the M&A Boom
The aim is to profit from the success of funds that are meant to be able to make money in all market conditions.
12/08/2015
Hedge funds are having trouble hiring, and it's changing the Wall Street ecosystem
Historically, the investment banks have been a steady source of talent for hedge funds.
12/07/2015
Where the Super Rich Live in America in 2015
There were also more HNWIs than ever, with the total reaching 4.4 million
12/07/2015
‘Suspicious transactions’ reported by B.C. banks tied mostly to China
One expert says it is likely the statistics are evidence of more money entering Vancouver’s hot housing market.
12/04/2015
Single-Family Offices Seek Superior Investment Performance via Private Equity
Over 90 percent of single-family offices allocate 10 percent or more to private equity via funds and direct investment
12/04/2015
The Future of Wealth Management Depends on a Faster, Better Adoption of Technology
Insights, reviews and market analysis at Objectway's first International Customer Conference
12/04/2015
Financial Services Can't Keep Ignoring Millennials
High student debt, low job security and low global growth mean millennials face a different set of financial challenges than the baby boomers and Generation X
12/03/2015
Younger Wealthy Willing To Dump Advisors Quickly If Needs Aren’t Met
The under-40s are also after diverse specialties to handle their portfolios.
12/03/2015
Following the Money: Cities Where Wealth is Growing Fastest
Indeed, strong growth from these major metropolitan areas led the U.S. to record wealth growth in 2014
12/03/2015
Study On Education and Wealth Creation Taps Wealth-X’s Big Data On Global Ultra Wealthy
Elite education and ability was associated with greater wealth, giving, and network power.