Surveys
Daily News Analysis
Global Investor Confidence Rose In May; Europe Makes A Comeback - Merrill Survey
19 June 2013
Investor confidence has risen in the past month despite market instability and a 2. 5 per cent fall in world equities, according to Bank of America Merrill Lynch's fund manager survey for June . A net 56 per cent of global investors believe the world economy will strengthen over the coming year, up from a net 48 per cent in May.
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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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Investor Satisfaction Falls As Firms Struggle To Communicate Effectively With Clients - Study
18 June 2013
Overall investor satisfaction with self-directed investment firms slipped from levels seen in 2012, as investment firms struggle to find the right method and frequency of communicating with investors, according to the JD Power & Associates 2013 US Self-Directed Investor Satisfaction Study. The study, now in its 12th year, measures investors' satisfaction with their investment firm based on performance in six factors (in order of importance): interaction, account information, trading charges and fees, account offerings, information resources, an . .
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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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Survey Highlights "Changing Face Of Wealth" In The US
17 June 2013
Only 3 per cent of high net worth individuals in the US attribute their wealth to inheritance, while 67 per cent claim to be “self-made” millionaires, according to a new survey by BMO Private Bank. The firm’s inaugural report, which is the first in a series of studies looking at trends among HNW Americans, also revealed that a quarter of HNW individuals in the US are under the age of 40 . In other interesting findings, a third of the respondents were either born outside of the US or are first generation Americans, with at least one parent born elsewhere.
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Features
EXCLUSIVE: Citi Private Bank: Reaping Rewards From Client Feedback
13 May 2013
Here, top executives at Citi Private Bank explain how the bank’s “Voice of the Client” initiative has rapidly gained traction among both staff and clients.
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EXCLUSIVE: Industry Leaders Debate Hot Topics Of Client Centricity, Communications
25 March 2013
Relevancy, transparency and ease of use emerged as goals for wealth management firms to strive for in delivering client-centric communications at a recent event of industry leaders held in New York.
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Annual Study Identifies Top Challenges For Single-Family Offices
18 October 2012
The top challenges for single-family offices in the current environment are regulatory rules, investment performance and security issues, the fifth Annual SFO Study from The Family Wealth Alliance revealed.
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Advanced HNW Planning Benefits "Negated" By Outdated Estate Plans - New Study
26 September 2012
Three-quarters of estate plans relating to HNW clients are at least three years old, yet an overwhelming 95 per cent of these clients have experienced “significant changes” since the plans were drawn up, a new study shows.
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The Best Practices Of Successful, Multi-Generational Families - New FBN, FOX Study
17 August 2012
The world’s most successful, multi-generational families routinely adopt best practices on maintaining personal relationships, family governance and next-generation development, a new study finds.
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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
