06/05/2015
When it comes to selecting investments – especially hedge funds, private equity funds and investment banking deals – single-family offices are looking for top-flight expertise.
06/04/2015
The rise in demand comes even after several high-profile investors
06/04/2015
Last year there was a brief period of excitement when international investors believed that incumbent President Dilma Rousseff would lose the general election paving the way for much needed economic reform.
06/04/2015
The report, entitled Hanging in the Balance: Conversations with the Futurewealthyand takes into account the views of 3,113 investors, has found that when interaction levels dip below this level, clients are more likely to give a negative review of their e
06/04/2015
BackBay Communications research reveals significant opportunity for investment managers to utilize social media to further build their brand and their business
06/03/2015
UBS says we’re entering a Second Gilded Age, reminiscent of the early 20th Century, when wealthy families like the Rockefellers and Vanderbilts ruled
06/03/2015
This strategy may not be as beautiful as you think
06/03/2015
Public Plans, Foundations and Endowments Miss Targets
06/03/2015
Today, the centre of gravity of wealth is in the central Mediterranean, between the toe of Italy and coast of Tunisia.
06/02/2015
Independent channel broker-dealer recruiter Jon Henschen looks at how super OSJs are bringing unique value propositions to the independent broker dealer channel in an environment where broker-dealer creativity is often limited by burdensome regulation
06/02/2015
The new paper -- Big Data and Investment Management -- highlights how custodians, depositary banks and administrators are positioned at the forefront of product development around Big Data solutions
06/02/2015
Robo advisor growth continues to pick up speed and shows no signs of slowing down
06/01/2015
Power and wealth often come hand in hand, and can be passed down from generation to generation
06/01/2015
A Morningstar study finds that less than 10% of fund managers are women.
06/01/2015
The balance of global economic power, the authors note, has shifted toward emerging economies, with these nations combined now accounting for 51 percent of global output on a purchasing power parity basis.
05/29/2015
The global ultra high net worth population reached an all-time record high of 211,275 in 2014 with a combined net worth of nearly $30 trillion
05/29/2015
Expat Americans have revealed they don’t feel well-represented by the US government, but many do not bother to vote in elections even if they can do so
05/29/2015
The findings are based on a nationwide survey of 640 high net worth (HNW) individuals with at least $3 million in investable assets.
05/29/2015
Greenleaf also has a “Communication and Culture Workgroup”
05/29/2015
A new Associated Press-GfK poll finds that 68 percent of Americans think the wealthy don't pay enough federal taxes in America