Financial advisors often need to tailor their advice based on the investor’s age, gender, wealth level, and occupation and advisor dependency.
The Wealth-X and UBS World Ultra Wealth Report 2014, released today, shows that 12,040 new ultra high net worth (UHNW) individuals were minted this year, pushing the global UHNW population to a record 211,275, a 6% increase from 2013.
The latest edition of Offshore-i, an Appleby report that provides data and insight on merger and acquisition activity in the major offshore financial centres, focuses on transactions announced during the third quarter of 2014.
Bond Street, Causeway Bay, Champs Elysees and Fifth Avenue the leading contenders for title of world's most expensive and luxurious shopping destination
Low household penetration rates for mutual funds rely on education, which digital platforms may deliver, according to Cerulli Associates.