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How are advisors solving problems around portfolio reporting?
What are your peers doing today to address some of the challenges you face? Here you will find studies, white papers, articles and other content that is driving discussion among advisors and their UHNW clients. Industry Articles DEC / 26 11 The Trust Advisor The Trust Advisor’s Predictions for 2012 As 2011 lurches to a close, everything from tax policy to core regulatory issues is up in the air.
NOV / 11 11 Today Online Ultra high net worth population of Asia-Pacific will surpass Europe, US Singapore has the sixth largest population of ultra high net worth (UHNW) individuals in the Asia-Pacific, with a combined worth of at least US$160 billion (S$206 billion), according to a report by research and advisory firm Wealth-X. The article discusses the report’s forecast that the UHNW population in Asia-Pacific will surpass that of Europe in 2024 and overtake that of the US in 2032. JUL / 15 11 Family Office Association Family Office Exemption Narrowly Defined by SEC This article, authored by Thomas J.
MAR / 1 11 Bank Technology News Self Service with an Edge When it comes to attracting wealth management clients, the new focus is entirely on control-specifically giving control to customers via electronic channels that provide broad, up to date, actionable financial information as a means to compete with discount brokers and improve the flow of funds into institutions. FEB / 22 11 WSJ: Financial Adviser Registration Could Hurt Single-Family Offices A government move to make U.S. single-family offices register as investment advisers shows how the interests of the super-wealthy are cast aside when they run up against populist measures. FEB / 1 11 Wealth Briefing Asia The Growing Demand for Better Wealth Reporting Transparency is key to a healthy wealth manager-client relationship.
Here, WealthTouch chief executive Norman Jones discusses evolving client reporting practices within Asia. DEC / 3 10 WSJ: Financial Adviser Super Rich Likelier to Outsource Post-Crisis Hard times have pushed private single-family offices and their commercial counterparts together in partnerships only vaguely imagined before the crisis roiled the financial-services industry two years ago. Industry Reports NOV / 17 11 Wealth-X World Ultra Wealth Report 2011 The fortunes of the world’s ultra high net worth (UHNW) individuals have surpassed $25 trillion and is set to increase, spurred by the growth of developing Asia. Wealth-X estimates that the global market of UHNW individuals has reached 185,795.
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From: (http://www.wealthtouch.com/) http://www.wealthtouch.com/knowledge_insights.html