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Nearly 1 in 5 IFA firms are still in 'survival mode' 18-months on from RDR deadline survey 19/09/2014
Nearly 1 in 5 IFA firms are still in 'survival mode' 18-months on from RDR, according to an adviser survey by Dunstan Thomas.

Average family office investment portfolio returns 9 percent a year report 19/09/2014
The average family office investment portfolio returned an estimated 9 percent on the year, with slight deviation across regions, investment strategy and family office size (denoted by assets under management), according to a report by UBS in partnership with Camden Wealth.

ABN AMRO private banking remains overweight in equities 19/09/2014
ABN AMRO private banking remains overweight in equities in its Q4 2014 investment outlook, and also recommends companies poised to benefit from the current abundance of oil and new energy sources.

Global billionaire population reaches new record 18/09/2014
The global billionaire population has reached a new record of 2,325 with the addition of 155 new billionaires in 2014.

EXCLUSIVE: Wealthy UK women express high levels of satisfaction with and loyalty to their wealth manager 17/09/2014
New research has found an encouraging pick-up in the levels of client satisfaction among wealthy women in the UK.

$500K package on offer for CIO of new family office 17/09/2014
A Forbes-listed billionaire, currently creating a single family office to be based in Dubai, wants a chief investment officer and head of investment committee for the venture.

UK wealth management assets hit another record during second quarter 17/09/2014
The volume of assets managed by UK wealth management firms reached another new high during the second quarter of 2014, according to the latest data released by ComPeer, a London-based research firm.

Quoted companies with a family interest tend to outperform - study 16/09/2014
In a follow up study IE business school in Madrid has dug further into why family businesses outperform their stockmarket peers.

Rise of the planet of the multi national mobile wealthy - Barclays report 15/09/2014
The opening up of markets and rise of technology is leading to increased mobility among high net worth individuals according to Barclays.

Jupiter on the reshaping opportunities for investing in financials 15/09/2014

 
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