Tag: wealth

What is the main problem in wealth management today?

Do you prefer to work with man or machine? That is the challenge facing the wealth management industry today as customers decide to either...

Top trends in US Wealth: Part 3 – Millennials

In part three of this series we turn our attention to the Millennials. As explained in part one, the Millennial Generation was born from...

Top trends in US Wealth: Part 2 – Generation X

As we saw in part 1 of this series on the future of wealth in the USA, Generation X was born between 1965 and...

Top trends in US Wealth: Part 1 Baby Boomers

Recently Deloitte carried out a study into generational wealth, looking at how wealth may shift between the generations over the upcoming 15 years....

How 2016 will change board diversity in financial industry

Will 2016 change dramatically the board diversity in financial industry? Below are some summary of analysis from recent studies that suggest slow but steady growth...

Are you ready to invest like Rothschild?

  by Paula Newton and Fidan Aliyeva For many getting started, understanding how to invest can be a challenge. Knowing what to invest and where can...

How deep is crisis of trust in financial services industry Part...

In Part 1 of this two part series we analysed the reasons why people have lost their trust in the financial services sector. In...

How future taxation will change in asset management industry

For asset management firms, by 2020 handling tax risk will be a way that companies differentiate themselves from one another and are able to...

How big is disruption by Robo Advisors

The digital wealth market has changed significantly over the past several years with the evolution of robo advisors. In our previous posts we covered...

Will Venture Capital deals in 2015 cross the peak of 2000

The Venture Capital industry is moving towards the peak of 2000. Aggregate deal value of $64bn in H1 2015 creates a confidence that crossing...

Hedge Fund Myths

Our previous posts within the series of the book "The Pragmatic Hedge Fund Manager" have now given you enough information to understand what this...

Hedge Fund Assets Will Cross $3 Trillion In 2015

The total assets being managed by hedge funds will cross $3 trillion for the first time before the end of 2015 according to Deutsche...

Here’s What Aging Is Doing To The Hedge Fund Business

The hedge fund world is maturing more ways than one. As the age of brash and bold managers seems to come to a close...