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Which degree lands you on the Forbes rich list? 27/03/2015
Recent analysis shows that over a fifth of the world’s billionaires studied engineering at university, compared to the second and third most popular choices of arts and economics/finance, respectively.

Age plays role in US investors' choice of adviser - research 26/03/2015
A recent study by Spectrem reveals which financial advisors build the most effective relationships in relation to the investor's age demographic.

Vanguard tops charts with US UHNW investors 25/03/2015
US-based investment management company Vanguard has come out on top in terms of managing money, offering innovative products and having talented advisers, according to Spectrem’s latest survey.

Trust is key factor for Swiss clients – EY 25/03/2015
Trustworthiness and the provider's reputation are the key factors for Swiss clients when selecting a financial service provider, according to a survey by accountancy firm EY.

And the best performing asset class is... 24/03/2015
A study by Baring Asset Management into the best and worst performing asset classes shows that Index-Linked Gilts were the best performing asset class in 2014, returning 21.4 percent for investors.

Majority of very wealthy US investors stay loyal to equity investments 18/03/2015
Following a Spectrem study, most very wealthy investors remain committed to placing investable funds in equities, despite alternative investments gaining strength.

So who really needs an investment consultant? 10/03/2015
It sometimes seems that investment consultants are an increasingly important component of the wealth management sector. In theory at least an investment consultant should be able to discharge a variety of functions for rich wealth management clients. These include strategic asset allocation, advice on benchmarks, portfolio structuring, investment manager selection and performance selection.

FCA study finds consumers lack understanding of structured products 05/03/2015
Consumers are overestimating the expected returns on structured deposits by as much as 10 percent, a new study from the Financial Conduct Authority (FCA) has found.

Large caps expected to outperform in 2015 04/03/2015
Over half (53 percent) of fund managers expect large caps to deliver the greatest performance in 2015, a new survey by Aviva Investors has found.

UK wealth managers enjoy another record year in 2014 03/03/2015
The UK wealth management sector appears to have enjoyed another record year in 2014 according to the latest data release from ComPeer, a London-based research company. Both revenues and assets under management and administration came in at record levels. Furthermore with revenues increasing faster than costs profitability also increased.

 
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