Search Results for WealthInsight
Tokyo Tops Millionaire List – WealthInsight
May 8, 2013
The number of high net worth individuals in Tokyo soared to 461,000 at the end of 2012, followed by 389,000 in New York, according to new research from WealthInsight. Having examined a sample of 60,000 millionaires across 20 cities over 2012, the UK-based firm found that Tokyo, which topped the list for its number of HNW individuals, accounts for 21 per cent of Japan’s millionaires. New York accounts for only 7 per cent of US millionaires, while London, Rome, Mexico City and Seoul each account for a high proportion (more than 40 per cent) of their respective country’s milliona.
*****
Wealth Firms Falling Short In Standing Apart From Rivals In Asian Market - Report
May 8, 2013
Wealth management firms have been only “partially successful” in differentiating themselves from rivals in the hunt for high net worth individuals’ custom, a new study shows. The stakes are high for businesses aiming to win a slice of the Asian wealth pie. Asia’s 3.
*****
Ranks Of HNW Canadians Increased In 2012, Reversing Earlier Decline - WealthInsight
April 10, 2013
The number of high net worth individuals in Canada grew by 7. 7 per cent in 2012 to reach 422,000, reversing a 3. 6 per cent decline in 2011, according to new research from WealthInsight.
*****
Credit Suisse Tells German Clients: Obey Tax Rules Or Take Business Elsewhere
April 8, 2013
Credit Suisse is telling German clients it will stop doing business with them if they don't provide evidence their accounts comply with tax reporting rules. The policy applies to all accounts held by German clients, who are being asked to submit bank documents or tax certificates to prove their funds have been taxed. A spokesperson for the bank told WealthBriefing: "What we (and other banks) are doing is asking German clients to come up with evidence that their assets are taxed.
*****
When Reaching Out To Digital Entrepreneurs, Use Power Of Networking - Study
March 4, 2013
Networking events are particularly effective ways for wealth managers to tap the newly-created riches of digital entrepreneurs, shown to be one of the most promising avenues for fresh assets, according to a report by Ledbury Research. The “Tribe” report finds that on the sales and marketing side, “correctly-positioned events” are an opportunity for wealth managers to tap into this sector. The report adds to evidence gathered by another research firm, WealthInsight, which in a study called The Internet Sector: 2012 In Review, noted that internet millionaires pocketed a.
*****
EXCLUSIVE: Consultants Scan Global Trends In Wealth Management - Part 2
February 12, 2013
The past 12 months were hard for some parts of the wealth management industry – but much brighter for others. The next year will be at least as challenging, although professionals in the sector will hope for finer economic weather. With conflicting pressures of rising client expectations, tougher regulations and revenue-hungry governments, this industry faces the need to keep its business models ruthlessly relevant to clients.
*****
EXCLUSIVE: Consultants Set Out The Big Themes For Wealth Management - Part 1
February 11, 2013
The past 12 months were hard for some parts of the wealth management industry – but much brighter for others. The next year will be at least as challenging although professionals in the sector will hope for finer economic weather. With conflicting pressures of rising client expectations, tougher regulations and revenue-hungry governments, this industry faces the need to keep its business models ruthlessly relevant to clients.
*****
The Rise Of Turkey’s Millionaires - WealthInsight
February 6, 2013
A new report shows that the number of high net worth individuals in Turkey is set to rise 60 per cent between now and 2017, reaching over 148,000 by that date. Turkey, which has become one of the most rapidly growing emerging economies, saw its number of HNW individuals rise by 23 per cent in 2012, following a dip of 6. 1 per cent in 2011.
*****
US Bank HNW Unit Makes Move To Target Florida Clients
February 4, 2013
The Private Client Reserve, a unit of US Bank that targets high net worth clients with over $1 million in investable assets, has relocated its Naples, Florida, office as part of a strategic move to target high net worth clients in Florida. US Bank said it is “aggressively adding” more wealth management professionals to serve its expanding client base and prospects in Naples and the surrounding area. The new office is located at 9105 Strada Place, Suite 3200 in Mercato and comprises 10 investment and private banking professionals offering investment management, privat.
*****
Wealth Management M&A Deals Surpass $1.1 Trillion Since 2008
January 30, 2013
With a spate of wealth management merger and acquisition deals enacted recently, new industry data shows that more than $1. 1 trillion of assets for high net worth clients have changed hands, for a total price of $38. 5 billion, in M&A transactions since the financial crisis year of 2008.
*****
Expert Commentary
- Top Story
- Opinion of the Week
- Industry Insight
- View from the Top
- Editor's Choice
- Featured Jurisdiction
- Fund Focus
- Expert View
Guest Comment: Will The UK's General Anti-Abuse Rule Do What It Claims?
Laurence Field and Tim Norkett
May 8, 2013
EXPERT VIEW: The Upcoming New European Union Regime On Alternative Funds
Christian Wells
May 8, 2013
"What Keeps You Awake At Night?” - Security Issues Underscored By BVI Data Leak
Mustafa Hussain
April 11, 2013
ProFundCom - Email Marketing for Finance