List of Global Top 50 Fund Management Firms 2016
List of Global Top 50 Fund Management Firms 2016
In 2016, the global top 50 Fund Management firms have a combined asset of $53.58 trillion...
10 Traits That Make a Great External Wealth Manager
10 Traits That Make a Great External Wealth Manager
By Steve Knabl Chief Operating Officer & Managing Partner, Swiss-Asia Holding
Original Article on Linkedin | Published 31st May 2016
Finding a good...
List of Sovereign Wealth Funds 2016
List of Sovereign Wealth Funds 2016
Sovereign Wealth Funds (SWF) had been taking global center stage in investments since 2008 Global Financial Crisis, taking a...
8 Reasons Why Low-Risks Portfolios Do Not Work Effectively in Asia
8 Reasons Why Low-Risks Portfolios Do Not Work Effectively in Asia
Asia doesn't have a history of wealth management and a range of investment options. Since World...
8 Reasons Why You Can Construct a Portfolio Wrongly
8 Reasons Why You Can Construct a Portfolio Wrongly
Does portfolio construction come first or investment strategy takes priority? Perhaps you might vote in favour...
5 Reasons Why Financial Planning is More Important than Ever for Clients
5 Reasons Why Financial Planning is More Important than Ever for Clients
Having a Starbucks Latte everyday, dining in a cafe or restaurant, taking a taxi...
Most Popular Investment Theories Clients Ask Wealth Managers
Most Popular Investment Theories Clients Ask Wealth Managers
What is Value Investing or Fundamental Analysis? What is Modern Portfolio Theory and Dollar Cost Averaging?
Wealth Managers, Personal Bankers, Private...
Why Access to Global Economic and Investment Opportunities is Never Equal for Everyone
Why Access to Global Economic and Investment Opportunities is Never Equal for Everyone
Many clients rely on good-old investment philosophy such as Value-Investing or Fundamental...
8 Reasons Why Wealth Management is Not for Everyone
8 Reasons Why Wealth Management is Not for Everyone
Wealth Management is an expensive service and most people either can't afford or don't need it....
7 Factors to Consider Before Wealth Management Advisory Becomes Beneficial to Clients
7 Factors to Consider Before Wealth Management Advisory Becomes Beneficial to Clients
The fee for Wealth Management Advisory services is about 1% - 2% annually....
