08/04/2015
China now has four of the five largest banks in the world after weakening currencies pushed French and Japanese companies out of the top five this year, according to SNL Financial's latest global bank rankings.
08/03/2015
Middle East property investors are turning their attention towards the United States as some of London’s prime property markets show signs they are peaking.
08/03/2015
The report defined ‘domicile’ as the country that a person treats as their permanent home.
07/31/2015
Do you know what wealthy investors don't do with their smartphone? They don't pay for stuff, in most cases.
07/31/2015
How much should a virtual advisor cost?
07/31/2015
Millionaires Drive Gain in July Spectrem Affluent Household Outlook
07/31/2015
Hedge funds reporting their risk exposures to the Securities and Exchange Commission use one method, Form PF, regardless of how dissimilar their risk profiles may be
07/30/2015
The new study, Using Social Media and Mobile Technology in Financial Decisions, examines how investors are using social media and other emerging technologies in their financial dealings.
07/30/2015
Social media IS everywhere, but its use in the financial arena is still limited….but expected to grow
07/30/2015
According to our diverse group of CMOs – drawn from across the wealth management spectrum, including global private banks, national and regional broker-dealers, and family offices – attention is also focused on client retention, adding value,
07/30/2015
The study was conducted by BMO Private Bank, a unit of BMO Financial Group, based in Toronto, Canada.
07/30/2015
Fortress Investment Group LLC will shrink its macro hedge fund business to help turn around performance that’s struggled since the start of 2014.
07/29/2015
A new survey by the independent and objective New York-based Luxury Institute reveals detailed perceptions of affluent investors regarding the securities industry, and the various regulatory entities entrusted with investor protection.
07/29/2015
Brokers also ranked behind lawyers, who are sometimes the butt of jokes when it comes to trustworthiness.
07/29/2015
Collectively, the foundations on the list have total assets of US$83.1 billion – equivalent to 29.7% of combined net worth of the UHNW individuals who established them.
07/29/2015
Gartner annually analyzes and publishes its market share and rankings for the previous calendar year across all Technology related capabilities
07/29/2015
The findings are from a global survey conducted by the FT Remark commissioned by State Street among 400 senior asset management executives for a new report entitled, “Opportunities for Optimism? A New Vision for Value in Asset Management.”
07/28/2015
With interest rates at floor level asset managers have ratcheted up their search for yield with alternative income funds. Which ones are best?
07/27/2015
Some are worth hundreds of millions, while others are bootstrapped.
07/27/2015
The panelists also noted how important it is that families work with firms that have the infrastructure, expertise and operational capability