06/05/2014
Recently Released Market Study: High Net Worth Trends in France 2014
This includes demographic trends (2009-2013) and findings of the proprietary Wealth Insight HNWI Database.
06/05/2014
This includes demographic trends (2009-2013) and findings of the proprietary Wealth Insight HNWI Database.
06/04/2014
Following the furore surrounding HMRC’s decision to mail 1000 ‘nudge’ letters to individuals paying tax at a lower-than-expected ‘effective rate’, we question why and how this extraordinary campaign was authorised.
06/03/2014
Advisers left confused by ratings applied inconsistently across fund ranges
06/03/2014
Large institutions managing money for wealthy individuals have always tended to look towards wellestablished money managers but this trend has become more pronounced following the financial crisis.
06/03/2014
Goldman Sachs has had a go, but now Financial News wants to hear from other football forecasters in the City of London and beyond – with an iPad Mini up for grabs.
06/03/2014
An FT story caught my eye this evening with the headline "Jersey launches first sovereign bond to strong demand" It appears the attractions of the Jersey Bond issue designed to fund long term social housing capital projects has been recognised b
06/03/2014
Firms are responding to these forces by transforming their operations in seven ways, detailed below. They understand that standing still is not an option if they hope to compete successfully
06/03/2014
In the global deVere Group survey of 880 high-net-worth clients, when asked to reveal their number one investing mistake before seeking professional advice from deVere, 23 per cent cited failing to adequately diversify their portfolio.
06/02/2014
‘The average number of daily registrations in May was about a third lower than the same month in 2013.
06/02/2014
Data behind the rapid growth in sensors, uploadable / findable / shareable data, data mining tools and pattern recognition
06/02/2014
Cerulli Associates finds managers expect to cut fees across all four main institutional client categories in Europe over the coming 12 to 24 months
06/02/2014
The latest round of purchasing managers’ indices (PMIs) of business activity has reinforced our positive outlook for a broad-based recovery in the global economy.
06/02/2014
"I Share [Christine] Lagarde’s assessment of ‘deceptive calm’” - Angela Merkel
06/02/2014
Over the past week, yields on 10-year US Treasuries reached their lowest level for a year, while the S&P 500 reached a new all-time high.
06/02/2014
On the positive side, there is growing confidence in the wealth management sector and investing in new technology is perceived to be central to business growth
06/02/2014
The number of German millionaires is expected to rise by 11% over the next four years, but wealth distribution remains uneven.
06/02/2014
Neo-liberal economic policies will lead to more and more inequality and social unrest, argues the author of Capital in the Twenty-First Century. Policy makers should take heed of this important book.
05/30/2014
The full petition will be delivered in person to the UN in New York on 9 June 2014.
05/30/2014
Brewin Dolphin warns of the dangers of missing out on pension advice
05/29/2014
A recap of developments in the LIBOR rate-fixing scandal to date