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.
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.
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.
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.