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Wealth managers score poorly with female clients

Wealth managers score poorly with female clients

Women feel undervalued as a wealth management client segment with almost a quarter (24%) saying wealth managers could significantly improve how they serve women, according to a study from Boston Consulting Group (BCG).Free

Think-tank questions private equity returns

Think-tank questions private equity returns

Overall private equity returns over the past 30 years have been disappointing and raise questions about investor’s sophistication when choosing to invest in leveraged buy-outs, according to a report published by London economic think-tank Centre for the study of Financial Innovation.Free

Operating margins drop 19% for asset managers

Operating margins drop 19% for asset managers

Average assets under management (AuM) and the economics of asset managers deteriorated for the second consecutive year in 2009, although predicted profit margins could return to 35% in 2010, according to Boston Consulting Group research.Free

Global HNW assets rise, bank profitability drops

Global HNW assets rise, bank profitability drops

Global private banking assets under management (AuM) increased by a median of 17% to $16.5trn to the end of 2009 but overall private bank profitability dropped by a median of -35%, according to Scorpio Partnership.Free

Succession planning: Futureproofing families

Succession planning: Futureproofing families

As global wealth continues to grow, banks are dealing with changing succession planning demands from extending education programmes to vetting pre-nuptial agreements. We speak to four private banks on how succession trends are changing

Behavioural finance key for engaging HNW

Behavioural finance key for engaging HNW

Global high net worth individuals’(HNWI) wealth increased almost a fifth to $39 trillion in 2009, although HNW risk appetites has been drastically reduced by the financial crisis, according to the 2010 Merrill Lynch/Capgemini world wealth report.Free

Global AuM up 12%, wealth revenues drop 7%

Global AuM up 12%, wealth revenues drop 7%

Global assets under management (AuM) rebounded almost 12% to $112trn in 2009, with Asia-Pacific the fastest rising region.Free

Islamic wealth pool grows 20%, funds stagnate

Islamic wealth pool grows 20%, funds stagnate

Global Islamic fund assets stagnated at $52.3bn in 2009, remaining relatively flat compared to 2008 levels when assets stood at $51.4bn, reflecting uncertainty over the potential returns from Sharia-compliant investments.Free

Lack of confidence clouds Middle East wealth outlook

Lack of confidence clouds Middle East wealth outlook

The Middle East wealth management market is struggling to find its feet again as it deals with a wavering capital market, a lack of suitable investment products and questions over whether Sharia-compliant solutions provide the returns they promise.

Sharia investing: promising or premature?

Sharia investing: promising or premature?

The Middle East wealth management industry is well placed to exploit the growth in Islamic investments which has a potential market estimated to be well over $700bn. But doubts linger over the potential returns from Sharia-compliant products and there are calls for a ‘bedrock of white label service’


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