Industry Surveys
Daily News Analysis
America Regained Top Spot For HNW Population, Wealth In RBC/Capgemini Survey
18 June 2013
The annual RBC Wealth Management/Capgemini World Wealth Report also showed that North America, which in 2011 had lost its top-dog status to Asia-Pacific, is now back as the place with the largest high net worth market.
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The Changing Face Of Global Wealth: Rise Of The Entrepreneurs - Study
18 June 2013
How the rich accumulate their wealth has changed dramatically over the past quarter of a century. Not so long ago, the rich mainly inherited their wealth, but nowadays they are far more likely to be self-made, a pattern common across the globe, according to a new survey . When the UK's Sunday Times Rich List was first published in 1989, only 43 per cent of the UK's richest people had made their fortune themselves, with 114 of the people on the 200 strong list having inherited their wealth.
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New York Among Four Global Wealth Management Hotspots – GFCI Survey
5 April 2013
New York, London, Hong Kong and Singapore are the four main hotspot centers for wealth management and private banking, according to the 2013 Global Finance Centre Index by Z/Yen Group – the UK-based think tank. The survey, led by research group Long Finance, reveals that Hong Kong and Singapore are now only two points apart . There is a 48 point spread between London in first place and Singapore in fourth.
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A Strategic Succession Plan Can Boost Long-Term Business Value, Says SEI
13 March 2013
While the majority of financial advisors are at least 50 years old, 68 per cent do not have a formal succession plan for their businesses, according to a new SEI poll. The survey also found that 54 per cent of the around 100 financial advisors surveyed do not have a strategy in place to attract younger investors, despite what the firm describes as their “aging client bases . ” SEI said the findings point to a need for advisors to realize the importance of creating a strategic succession plan, with a focus on building long-term business value and sustainability.
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Financial Services Executives Expect Pay Increases In 2013 - Data
22 February 2013
Executives in the global financial services sector expect base salary increases of 2. 2-2 . 5 per cent this year - down slightly from 2.
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Features
UHNW Using Mobile Tech As Key Wealth Building Tools
1 March 2011
The ultra wealthy are increasingly embracing improving mobile technologies as key wealth building tools.
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Brands And Hedge Funds
15 July 2010
Investors have become distrustful of hedge funds, and are seeking more than just good performance when choosing a manager. Reputation has become a primary consideration, according to recent surveys.
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News and Features
Latest News
Janney Makes Senior Hires At New Office In Maryland, Adds Senior VP In Florida
BMO Private Bank Hires Two Managing Directors In Illinois
Resource Real Estate Launches Diversified Income Fund
Argent Financial Group Appoints Business Development Officer
Global Investor Confidence Rose In May; Europe Makes A Comeback - Merrill Survey
Comment and Analysis
EXCLUSIVE: Citi Private Bank: Reaping Rewards From Client Feedback
WE Family Offices Sets Out To Reshape The Landscape Of UHNW Wealth Management
FEATURE: A Look At The Mexican High Net Worth Client Market
EXCLUSIVE: Thomas Carroll On His First Few Months At The Helm Of GenSpring
EXCLUSIVE: Industry Leaders Debate Hot Topics Of Client Centricity, Communications
Expert Commentary
- Top Story
- Opinion of the Week
- Industry Insight
- View from the Top
- Editor's Choice
- Investment Strategy
Regulation Puts Squeeze On Global Wealth Industry - RBC/Capgemini
The rising level of financial sector regulation means that fewer firms will be able to offer the full suite of wealth management products, according to the RBC/Capgemini World Wealth Report.
Tom Burroughes
19 June 2013
Guest Opinion: An Earnings Report Every Hedge Fund Manager Should Review
Here Diane Harrison, principal and owner of Panegyric Marketing, argues that the debate over fees in the hedge fund industry often focuses on the wrong topics.
Diane Harrison
20 March 2013
Q&A: Rockefeller & Co's Jimmy Chang On The Investment Environment
Here, Jimmy Chang, a senior portfolio manager and a managing director of Rockefeller & Co, discusses some issues around investing in the current environment.
Harriet Davies
4 April 2013
INTERVIEW: Regular Risk Reviews Gain Traction In The Family Office World
The period between 2008 and 2012 saw an uptick in risk reviewing business at New York’s Rothstein Kass Family Offices Group, says partner Evan Jehle.
Harriet Davies
9 April 2013
FEATURE: Twins And The Business Of Family
Building functionality into a family’s business affairs involves defining each person’s role but it’s never easy to think differently about family members who were children at the dinner table, but are now adults around the board table.
Charles Lowenhaupt
8 April 2013
Guest Opinion: Diversification In The Age Of Globalisation
Marc Odo, director of research at software and business intelligence firm Informa Investment Solutions, discusses why diversification failed during the credit crisis.
Marc Odo
25 March 2013
