11/19/2014
The Wealth-X and UBS World Ultra Wealth Report 2014, released today, shows that 12,040 new ultra high net worth (UHNW) individuals were minted this year, pushing the global UHNW population to a record 211,275, a 6% increase from 2013.
11/19/2014
Bond Street, Causeway Bay, Champs Elysees and Fifth Avenue the leading contenders for title of world's most expensive and luxurious shopping destination
11/19/2014
Then somebody told him about litigation finance, an estimated $1 billion market where investors bet on the outcome of corporate lawsuits.
11/19/2014
Over the next three years, 77 per cent of pension funds expect their appetite for investment risk to increase to enable them to meet long-term liabilities and deliver optimal value for members.
11/18/2014
Mergers and acquisitions stay on torrid pace
Two mega-mergers worth a combined $100 billion Monday scorched the hottest year for mergers and acquisitions since before the 2008 financial crisis, and the pace and scope of M&A could be even stronger in 2015.
11/18/2014
Risk Appetite Lifts as Growth Expectations Pick Up - BofA Merrill Lynch
Nine-year High in Global Sentiment Towards Japanese Equities
11/17/2014
HNW Clients Have Heightened Health Care Concerns, Survey Says
More high-net-worth individuals are concerned about their health in retirement than those with fewer assets
11/17/2014
Fitch Ratings' 2015 rating and sector outlooks for investment managers are stable despite increasing competition between traditional and alternative investment managers to meet retail investors' growing appetite for alternative investments and s
11/17/2014
Study Shows MFOs on the Rise
Their research indicates that the multi-family office (MFO) channel features over 200 firms controlling more than $700 billion in assets.
11/17/2014
To reform their culture banks must also become smaller and simpler
11/14/2014
Sales of multi-million dollar homes have surged across the US as wealthy investors hope on cashing in on the bullish upscale property market of the country.
11/14/2014
"We estimate that the multi-family office channel is comprised of more than 200 firms that control more than $700 billion," states Donnie Ethier, associate director at Cerulli.
11/14/2014
Trends in Private Foundation Investment Looks at the Portfolios, Performance, and Preferences of Foundations with Less than $50M
11/13/2014
Cash And Private Equity Catch The Eye Of Tiger 21 Members - Research
A new survey of TIGER 21 Members shows that a majority of respondents plan to increase their allocation to Cash and Private Equity in the fourth quarter, while on average maintaining their allocations in all other categories.
11/13/2014
SS&C GlobeOp Hedge Fund Performance Index: October performance -0.81%
Hedge fund flows as measured by the SS&C GlobeOp Capital Movement Index advanced 0.74% in November.
11/13/2014
Office Fundamentals Improving in Many Markets Across the Americas, Asia and Europe
From a global perspective, 2014 was a stronger year for the office real estate sector
11/13/2014
Here's What You Can Earn Working At JP Morgan
All together, JPMorgan Chase has an over 200-year history.
11/12/2014
PNC among millionaires' top banks
PNC was in a three-way tie for fourth with SunTrust Banks Inc. and U.S. Bancorp at 2 percent. Scoring 1 percent were 42 financial institutions.
11/12/2014
UHNW Asset Allocation
On average, ultra high net worth investors manage about half of their assets without professional assistance, according to a new Spectrem study of households with a net worth between $5 million and $24.9 million (not including primary residence).
11/12/2014
Who are the UHNW's Primary Advisor?
Among Ultra High Net Worth investors with a net worth between $5 million and $25 million, Fidelity was listed as the primary advisor for 10 percent, while Morgan Stanley was listed as the primary advisor for 9 percent of investors.